13F Insight
DOSSIER · 13F Holders · Q2 2026
IVVW

ISHS SP 500 BW ETF

32 institutions still hold ISHS SP 500 BW ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G711·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$236M
visible holders
Holders
32
filers reporting
Concentration
57.29%
SUMITOMO LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported IVVW in Q2 2026. SUMITOMO LIFE INSURANCE CO leads at 57.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$135M3.0M2.21%Q2 202602
BlackRock, Inc.
CIK 0002012383
$63M1.4M0.00%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M136K0.01%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$6M133K0.01%Q2 202605
ASSETMARK, INC
CIK 0001344551
$6M124K0.01%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$5M115K0.00%Q2 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M62K0.04%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M58K0.00%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M57K0.00%Q2 202610
Retirement Planning Group, LLC
CIK 0001508195
$2M52K0.06%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M27K0.00%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$767K17K0.00%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$669K15K0.00%Q2 202614
Insight Wealth Strategies, LLC
CIK 0001749914
$562K13K0.05%Q2 202615
GARRISON BRADFORD & ASSOCIATES INC
CIK 0001056488
$461K10K0.50%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$425K10K0.00%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$344K8K0.00%Q1 202618
Summit Financial, LLC
CIK 0001765536
$239K5K0.00%Q2 202619
Strategic Blueprint, LLC
CIK 0001767821
$224K5K0.01%Q2 202620
OneDigital Investment Advisors LLC
CIK 0001690370
$204K5K0.00%Q2 2026
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