iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IWMW
Shares outstanding
1,137,441
Price per share
$39.83
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
286,352
Total reported value
$11,093,279
% of total 13F portfolios
0%
Share change
-23,910
Value change
-$949,107
Number of holders
9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 21% -21% $9,297,672 240,000 0% BlackRock Portfolio Management LLC 31 Jan 2026

As of 31 Dec 2025, 9 institutional investors reported holding 286,352 shares of iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW). This represents 25% of the company’s total 1,137,441 outstanding shares.

Top 10 Institutional Shareholders

The largest institutional shareholders of iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 21% 240,000 0% 0% $9,297,600
JPMORGAN CHASE & CO 1.5% 17,443 -54% 0% $675,742
UMB Bank, n.a. 0.9% 10,200 0.01% $395,148
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.71% 8,023 -57% 0% $310,811
JANE STREET GROUP, LLC 0.52% 5,929 0% $229,689
OSAIC HOLDINGS, INC. 0.28% 3,171 +18% 0% $122,847
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.09% 1,000 0% $38,740
UBS Group AG 0.04% 509 0% $19,719
Sunbelt Securities, Inc. 0.01% 77 0% 0% $2,983
SFI Advisors, LLC 0% 0 -100% $0

Institutional Holders of iShares Russell 2000 BuyWrite ETF - Common Stock (IWMW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 286,352 $11,093,279 -$949,107 $38.74 9
2025 Q3 310,489 $12,667,572 -$1,318,297 $40.80 7
2025 Q2 343,238 $13,599,833 +$1,642,903 $39.62 7
2025 Q1 301,715 $12,248,717 +$555,532 $40.60 5
2024 Q4 287,416 $12,657,280 -$859,188 $44.04 5
2024 Q3 305,716 $14,100,801 +$541,483 $46.12 6
2024 Q2 293,975 $13,743,596 -$801,450 $46.75 4
2024 Q1 311,118 $15,776,265 +$15,776,265 $50.71 3