13F Insight
DOSSIER · 13F Holders · Q1 2026
IVVW

ISHS SP 500 BW ETF

24 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 46438G711·24 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$186M
visible holders
Holders
24
filers reporting
Concentration
71.07%
SUMITOMO LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported IVVW in Q1 2026. SUMITOMO LIFE INSURANCE CO leads at 71.1% 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
$132M3.0M3.11%Q1 202602
BlackRock, Inc.
CIK 0002012383
$26M602K0.00%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$5M117K0.01%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$4M104K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M99K0.01%Q1 202606
ASSETMARK, INC
CIK 0001344551
$4M90K0.01%Q4 202507
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M46K0.00%Q1 202608
Retirement Planning Group, LLC
CIK 0001508195
$2M41K0.06%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M40K0.00%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M29K0.00%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$573K13K0.00%Q1 202612
Insight Wealth Strategies, LLC
CIK 0001749914
$562K13K0.05%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$484K11K0.00%Q1 202614
GARRISON BRADFORD & ASSOCIATES INC
CIK 0001056488
$417K10K0.47%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$344K8K0.00%Q1 202616
Summit Financial, LLC
CIK 0001765536
$234K5K0.00%Q1 202617
Strategic Blueprint, LLC
CIK 0001767821
$224K5K0.01%Q2 202618
Synergy Investment Management, LLC
CIK 0002053786
$27K6290.01%Q1 202619
Rossby Financial, LCC
CIK 0002056510
$20K4560.00%Q1 202620
Sunbelt Securities, Inc.
CIK 0001632932
$6K1270.00%Q1 2026
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