Latest Period
Q1 2026
Security Snapshot
iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) Institutional Ownership
CUSIP: 46438G471
13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026
Institutions Reporting
43
Shares (Excl. Options)
3,624,950
Price
$26.57
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- Security type / class
- Equity / Common Stock
- Symbol
- DMAX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,624,950
- Total 13F value
- $96,317,881
- Portfolio coverage rank
- 0%
- Share change
- +1,311,986
- Value change
- +$34,852,744
- Number of holders
- 43
- Shares outstanding
- 5,128,205
- SEC-reported price per share
- $27.08
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
- DMAX - iShares Large Cap Max Buffer Dec ETF - Common Stock is tracked under CUSIP 46438G471.
- 43 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 30 to 43 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $62,083,987 to $96,317,881.
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 43 institutions filings for Q1 2026.
Security key
46438G471
Latest holder period
Q1 2026
13F holders
43
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G471:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DMAX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 7.8% | -41% | $10,668,000 | 400,000 | 0% | BlackRock Portfolio Management LLC | 31 Jan 2026 |
As of 31 Mar 2026, 43 institutional investors reported holding 3,624,950 shares of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX). This represents 71% of the company’s total 5,128,205 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
68%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 15% | 760,919 | -9% | 0.82% | $20,218,224 |
| J. L. Bainbridge & Co., Inc. | 13% | 682,097 | 1.6% | $18,123,863 | |
| Crown Wealth Group, LLC | 9.7% | 498,567 | +3.4% | 3.9% | $13,247,331 |
| BlackRock, Inc. | 7.8% | 400,000 | 0% | 0% | $10,628,320 |
| FC Advisory LLC | 3% | 152,995 | +57% | 1.2% | $4,065,209 |
| RAYMOND JAMES FINANCIAL INC | 2.4% | 124,997 | 0% | $3,321,270 | |
| ASHTON THOMAS SECURITIES, LLC | 1.9% | 98,855 | 0.33% | $2,626,656 | |
| ENVESTNET ASSET MANAGEMENT INC | 1.7% | 89,705 | +643% | 0% | $2,383,534 |
| Ashton Thomas Private Wealth, LLC | 1.5% | 77,782 | 0.05% | $2,066,730 | |
| Crewe Advisors LLC | 1.5% | 75,690 | +100% | 0.17% | $2,011,144 |
| Grantvest Financial Group LLC | 1.3% | 64,126 | -4% | 1.1% | $1,703,861 |
| MERCER GLOBAL ADVISORS INC /ADV | 1.1% | 55,025 | 0% | 0% | $1,462,058 |
| Blue Sky Capital Consultants Group, Inc. | 0.98% | 50,447 | +3.6% | 0.64% | $1,340,417 |
| ATX Financial Planning, LLC | 0.85% | 43,520 | +25% | 0.88% | $1,156,361 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.68% | 34,890 | 0% | $927,055 | |
| OLD MISSION CAPITAL LLC | 0.66% | 33,969 | 0.02% | $902,583 | |
| Encompass More Asset Management | 0.63% | 32,206 | 0.14% | $855,739 | |
| Amplius Wealth Advisors, LLC | 0.58% | 29,647 | 0% | 0.07% | $787,745 |
| CITADEL ADVISORS LLC | 0.58% | 29,567 | +247% | 0% | $785,619 |
| Creative Planning | 0.53% | 27,420 | 0% | 0% | $728,571 |
| Smith & Howard Wealth Management, LLC | 0.46% | 23,422 | 0.13% | $622,341 | |
| Cetera Investment Advisers | 0.44% | 22,768 | +13% | 0% | $604,971 |
| CROSSPOINT FINANCIAL, LLC | 0.42% | 21,683 | 1.4% | $576,141 | |
| Advisory Services Network, LLC | 0.39% | 20,005 | 0.01% | $531,549 | |
| Ausdal Financial Partners, Inc. | 0.38% | 19,641 | 0.02% | $521,877 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 3,624,950 | $96,317,881 | +$34,852,744 | $26.57 | 43 |
| 2025 Q4 | 2,327,827 | $62,083,987 | +$4,364,683 | $26.67 | 30 |
| 2025 Q3 | 2,137,693 | $56,477,858 | +$9,622,546 | $26.42 | 26 |
| 2025 Q2 | 1,774,324 | $45,777,797 | +$4,067,921 | $25.80 | 26 |
| 2025 Q1 | 1,620,295 | $40,426,069 | +$40,426,069 | $24.95 | 16 |