iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MMAX
Shares outstanding
1,277,955
Price per share
$26.23
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,071,813
Total reported value
$28,006,317
% of total 13F portfolios
0%
Share change
-139,578
Value change
-$3,639,426
Number of holders
17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 31% +6.6% $10,491,840 400,000 0% BlackRock Portfolio Management LLC 31 Dec 2025

As of 30 Sep 2025, 17 institutional investors reported holding 1,071,813 shares of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX). This represents 84% of the company’s total 1,277,955 outstanding shares.

Top 18 Institutional Shareholders

The largest institutional shareholders of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX) together control 84% 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. 31% 400,000 0% 0% $10,452,000
J. L. Bainbridge & Co., Inc. 12% 158,104 +3.8% 0.35% $4,131,258
Strategic Blueprint, LLC 8.8% 112,273 -65% 0.13% $2,933,693
JIM SAULNIER & ASSOCIATES, LLC 7.8% 100,264 0% 1.5% $2,619,898
SUSQUEHANNA INTERNATIONAL GROUP, LLP 5.8% 74,619 0% $1,949,794
FC Advisory LLC 5% 63,712 -5.9% 0.49% $1,664,795
Crewe Advisors LLC 4.8% 61,748 0% 0.15% $1,613,476
OLD MISSION CAPITAL LLC 2.4% 30,332 +172% 0.03% $792,575
ENVESTNET ASSET MANAGEMENT INC 1.9% 24,663 -0.39% 0% $644,444
CAPTRUST FINANCIAL ADVISORS 1.2% 14,741 0% 0% $385,182
Grantvest Financial Group LLC 0.91% 11,663 -71% 0.21% $304,754
HRT FINANCIAL LP 0.71% 9,076 0% $237,000
Blue Sky Capital Consultants Group, Inc. 0.6% 7,676 0.09% $200,574
UBS Group AG 0.09% 1,192 0% $31,147
HUNTINGTON NATIONAL BANK 0.09% 1,100 0% $28,743
Parallel Advisors, LLC 0.05% 600 0% $15,678
IFP Advisors, Inc 0% 50 0% 0% $1,306
JANE STREET GROUP, LLC 0% 0 -100% $0

Institutional Holders of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 386,264 $10,131,546 +$2,693,785 $26.23 4
2025 Q3 1,071,813 $28,006,317 -$3,639,426 $26.13 17
2025 Q2 1,211,391 $31,114,579 +$31,114,579 $25.68 12