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
$26.31
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
992,355
Total reported value
$26,029,059
% of total 13F portfolios
0%
Share change
-79,458
Value change
-$2,069,339
Number of holders
16
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 31 Dec 2025, 16 institutional investors reported holding 992,355 shares of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX). This represents 78% of the company’s total 1,277,955 outstanding shares.

Top 20 Institutional Shareholders

The largest institutional shareholders of iShares Large Cap Max Buffer Jun ETF - Common Stock (MMAX) together control 78% 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% $10,491,840
J. L. Bainbridge & Co., Inc. 12% 156,835 -0.8% 0.34% $4,113,719
BIP Wealth, LLC 8.1% 103,518 0.1% $2,715,241
JIM SAULNIER & ASSOCIATES, LLC 7.9% 101,581 +1.3% 1.4% $2,664,419
FC Advisory LLC 5% 64,163 +0.71% 0.48% $1,682,960
Crewe Advisors LLC 4.8% 61,748 0% 0.14% $1,619,626
OLD MISSION CAPITAL LLC 2.3% 29,747 -1.9% 0.03% $780,251
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.8% 23,494 -69% 0% $616,238
CAPTRUST FINANCIAL ADVISORS 1.2% 14,741 0% 0% $386,651
Grantvest Financial Group LLC 0.91% 11,674 +0.09% 0.2% $306,205
Kovack Advisors, Inc. 0.8% 10,174 0.01% $266,858
Blue Sky Capital Consultants Group, Inc. 0.6% 7,668 -0.1% 0.09% $201,129
Pinnacle Wealth Planning Services, Inc. 0.43% 5,497 0.02% $144,184
UBS Group AG 0.07% 865 -27% 0% $22,689
Parallel Advisors, LLC 0.05% 600 0% 0% $15,738
IFP Advisors, Inc 0% 50 0% 0% $1,311
ENVESTNET ASSET MANAGEMENT INC 0% 0 -100% $0
HRT FINANCIAL LP 0% 0 -100% $0
Strategic Blueprint, LLC 0% 0 -100% $0
HUNTINGTON NATIONAL BANK 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 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