DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IVVW

ISHS SP 500 BW ETF

22 institutions still hold ISHS SP 500 BW ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G711·22 13F holders·last filed Mar 31, 2026
Market cap
7.8%
vs prior quarter
13F value held
$186M
65.0% inst. owned
of float
Holders
22
-122 QoQ
filers reporting
Activity
+41 / −101
+937 added · −904 reduced
this quarter
Concentration
71.15%
SUMITOMO LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported IVVW in Q1 2026. SUMITOMO LIFE INSURANCE CO leads at 71.2% of the visible book. -122 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$132M3.0M3.11%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$26M602K0.00%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$5M117K0.01%Q1 2026
04
JPMORGAN CHASE & CO
CIK 0000019617
$4M104K0.00%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M99K0.01%Q1 2026
06
ASSETMARK, INC
CIK 0001344551
$4M90K0.01%Q4 2025
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M46K0.00%Q1 2026
08
Retirement Planning Group, LLC
CIK 0001508195
$2M41K0.06%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M40K0.00%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M29K0.00%Q1 2026
11
MML INVESTORS SERVICES, LLC
CIK 0000701059
$572,79913K0.00%Q1 2026
12
Insight Wealth Strategies, LLC
CIK 0001749914
$554,21813K0.06%Q1 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$484,01511K0.00%Q1 2026
14
GARRISON BRADFORD & ASSOCIATES INC
CIK 0001056488
$416,73510K0.47%Q1 2026
15
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$343,7798K0.00%Q1 2026
16
Summit Financial, LLC
CIK 0001765536
$233,7565K0.00%Q1 2026
17
Synergy Investment Management, LLC
CIK 0002053786
$27,4626290.01%Q1 2026
18
Rossby Financial, LCC
CIK 0002056510
$20,0284560.00%Q1 2026
19
Sunbelt Securities, Inc.
CIK 0001632932
$5,5551270.00%Q1 2026
20
CoreCap Advisors, LLC
CIK 0001902501
$26260.00%Q1 2026
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