Ticker: IVVW CUSIP: 46438G711 Class: S&P 500 BUYWRITE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 3,030,000 | $137,956 |
| BlackRock, Inc. | 230,610 | $10,500 |
| OSAIC HOLDINGS, INC. | 109,436 | $4,984 |
| ASSETMARK, INC | 89,580 | $4,079 |
| Cetera Investment Advisers | 86,349 | $3,931 |
| COMMONWEALTH EQUITY SERVICES, LLC | 42,557 | $1,938 |
| Retirement Planning Group, LLC | 41,434 | $1,886 |
| ENVESTNET ASSET MANAGEMENT INC | 30,369 | $1,383 |
| Insight Wealth Strategies, LLC | 20,081 | $914 |
| OLD MISSION CAPITAL LLC | 20,065 | $914 |
| RAYMOND JAMES FINANCIAL INC | 12,869 | $586 |
| JANE STREET GROUP, LLC | 9,697 | $442 |
| Janney Montgomery Scott LLC | 4,550 | $0 |
| Sunbelt Securities, Inc. | 142 | $6 |
| Smartleaf Asset Management LLC | 17 | $1 |
| CoreCap Advisors, LLC | 6 | $0 |
| Total (16 institutions) | 3,727,762 | $169,519 |