Ticker: IVVW CUSIP: 46438G711 Class: S&P 500 BUYWRITE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BlackRock, Inc. | 230,610 | $10,500 |
| RAYMOND JAMES FINANCIAL INC | 12,869 | $586 |
| JANE STREET GROUP, LLC | 9,697 | $442 |
| CoreCap Advisors, LLC | 6 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Insight Wealth Strategies, LLC | 16,335 | 20,081 | +3,746 (+22.9%) |
| OLD MISSION CAPITAL LLC | 9,412 | 20,065 | +10,653 (+113.2%) |
| Retirement Planning Group, LLC | 37,656 | 41,434 | +3,778 (+10.0%) |
| Cetera Investment Advisers | 80,331 | 86,349 | +6,018 (+7.5%) |
| OSAIC HOLDINGS, INC. | 104,304 | 109,436 | +5,132 (+4.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 28,067 | 30,369 | +2,302 (+8.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 40,975 | 42,557 | +1,582 (+3.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Janney Montgomery Scott LLC | 5,550 | 4,550 | -1,000 (-18.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,108 | $797 |
| FMR LLC | 1 | $0 |