Latest Period
Q2 2026
Security Snapshot
iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX) Institutional Ownership
CUSIP: 46438G455
13F Institutional Holders and Ownership History from Q2 2025 to Q3 2026
Institutions Reporting
19
Shares (Excl. Options)
2,090,771
Price
$27.06
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- Security type / class
- Equity / Common Stock
- Symbol
- MMAX
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,090,771
- Total 13F value
- $56,565,803
- Portfolio coverage rank
- 0%
- Share change
- +901,215
- Value change
- +$24,385,234
- Number of holders
- 19
- Shares outstanding
- 1,277,955
- SEC-reported price per share
- $27.48
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MMAX - iShares Large Cap Max Buffer Jun ETF - Common Stock is tracked under CUSIP 46438G455.
- 19 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 19 to 3 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $56,565,803 to $4,056,028.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 19 institutions filings for Q2 2026.
Security key
46438G455
Latest holder period
Q2 2026
13F holders
19
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G455:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
MMAX
| 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 Jun 2026, 19 institutional investors reported holding 2,090,771 shares of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX). This represents 164% of the company’s total 1,277,955 outstanding shares.
13F concentration
Top 21 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
164%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 61% | 783,235 | 0.8% | $21,190,423 | |
| BlackRock, Inc. | 31% | 400,000 | 0% | 0% | $10,822,000 |
| BIP Wealth, LLC | 23% | 288,154 | -3.4% | 0.22% | $7,795,994 |
| J. L. Bainbridge & Co., Inc. | 15% | 193,208 | +26% | 0.42% | $5,227,243 |
| FC Advisory LLC | 7.2% | 92,299 | +38% | 0.66% | $2,497,141 |
| JIM SAULNIER & ASSOCIATES, LLC | 6.5% | 82,922 | -18% | 0.9% | $2,243,461 |
| Crewe Advisors LLC | 3.7% | 47,527 | -23% | 0.09% | $1,285,843 |
| Blue Sky Capital Consultants Group, Inc. | 3.1% | 40,058 | +375% | 0.46% | $1,083,769 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3% | 37,805 | +88% | 0% | $1,022,814 |
| CAPTRUST FINANCIAL ADVISORS | 2.6% | 32,611 | +121% | 0% | $882,291 |
| OLD MISSION CAPITAL LLC | 1.6% | 19,926 | 0.01% | $539,097 | |
| Farther Finance Advisors, LLC | 1.3% | 16,761 | -0.84% | 0% | $453,478 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 14,358 | -1.6% | 0% | $388,456 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 13,950 | 0% | $377,417 | |
| Grantvest Financial Group LLC | 0.84% | 10,674 | 0% | 0.17% | $288,786 |
| Kovack Advisors, Inc. | 0.8% | 10,174 | 0% | 0.01% | $275,256 |
| Pinnacle Wealth Planning Services, Inc. | 0.43% | 5,497 | 0% | 0.01% | $148,721 |
| Blue Trust, Inc. | 0.11% | 1,457 | 0% | $39,419 | |
| IFP Advisors, Inc | 0.01% | 155 | 0% | 0% | $4,194 |
| Parallel Advisors, LLC | 0% | 0 | -100% | $0 | |
| JPMORGAN CHASE & CO | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 147,581 | $4,056,028 | -$42,242 | $27.48 | 3 |
| 2026 Q2 | 2,090,771 | $56,565,803 | +$24,385,234 | $27.06 | 19 |
| 2026 Q1 | 1,189,556 | $31,611,762 | +$5,250,521 | $26.58 | 17 |
| 2025 Q4 | 992,355 | $26,029,059 | -$2,069,339 | $26.23 | 16 |
| 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 |