Public ownership evidence

iShares S&P 500 BuyWrite ETF (IVVW) Ownership Disclosures

Read IVVW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares S&P 500 BuyWrite ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Synergy Investment Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
989
Value (USD)
$44,095
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002053786-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVVW fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVVW fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Synergy Investment Management, LLC2026-06-302026-08-15989$44,095None
OSAIC HOLDINGS, INC.2026-06-302026-08-15135,877$6,061,064None
OLD MISSION CAPITAL LLC2026-06-302026-08-1561,785$2,755,611None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,011$669,491None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,998$401,311None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1548,646$2,169,612None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$15None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,536$425,306None
Front Row Advisors LLC2026-06-302026-08-142,500$113,000None
MORGAN STANLEY2026-06-302026-08-144$178None
Cetera Investment Advisers2026-06-302026-08-13133,050$5,934,047None
Summit Financial, LLC2026-06-302026-08-135,354$238,788None
SUMITOMO LIFE INSURANCE CO2026-06-302026-08-133,030,000$135,138,000None
JPMORGAN CHASE & CO2026-06-302026-08-13115,289$5,114,220None
BlackRock, Inc.2026-06-302026-08-081$28None
BlackRock, Inc.2026-06-302026-08-081,408,035$62,798,361None
OneDigital Investment Advisors LLC2026-06-302026-08-084,579$204,223None
LPL Financial LLC2026-06-302026-08-084,513$201,262None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0817,199$767,091None
Continuum Advisory, LLC2026-06-302026-08-0739$1,739None
Retirement Planning Group, LLC2026-06-302026-08-0651,987$2,318,626None
Rossby Financial, LCC2026-06-302026-08-05621$27,697None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0457,493$2,564,186None
ASSETMARK, INC2026-06-302026-07-31124,340$5,545,564None
Meramec Financial Planners, LLC2026-06-302026-07-3042$1,856None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3026,861$1,198,000None
GARRISON BRADFORD & ASSOCIATES INC2026-06-302026-07-2910,408$461,393None
Strategic Blueprint, LLC2026-06-302026-07-245,025$224,115None
IFP Advisors, Inc2026-06-302026-07-2135$1,561None

90-day public filing window, up to 50 source positions.

Synergy Investment Management, LLC ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗Front Row Advisors LLC ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.