Latest Period
Q2 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 Q2 2026
Institutions Reporting
46
Shares (Excl. Options)
3,547,191
Price
$27.34
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- Security type / class
- Equity / Common Stock
- Symbol
- DMAX
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,547,191
- Total 13F value
- $96,979,183
- Portfolio coverage rank
- 0%
- Share change
- -77,759
- Value change
- -$2,034,471
- Number of holders
- 46
- Shares outstanding
- 5,128,205
- SEC-reported price per share
- $27.44
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.
- 46 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 43 to 46 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $96,317,881 to $96,979,183.
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 46 institutions filings for Q2 2026.
Security key
46438G471
Latest holder period
Q2 2026
13F holders
46
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 30 Jun 2026, 46 institutional investors reported holding 3,547,191 shares of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX). This represents 69% 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
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 14% | 736,972 | -3.1% | 0.57% | $20,148,657 |
| J. L. Bainbridge & Co., Inc. | 11% | 581,471 | -15% | 1.3% | $15,897,301 |
| Crown Wealth Group, LLC | 10% | 513,454 | +3% | 3.6% | $14,037,737 |
| BlackRock, Inc. | 7.8% | 400,000 | 0% | 0% | $10,935,920 |
| RAYMOND JAMES FINANCIAL INC | 3.3% | 167,821 | +34% | 0% | $4,588,193 |
| FC Advisory LLC | 3% | 153,596 | +0.39% | 1.1% | $4,199,293 |
| Ashton Thomas Private Wealth, LLC | 2.2% | 114,196 | +47% | 0.07% | $3,122,096 |
| ENVESTNET ASSET MANAGEMENT INC | 1.8% | 89,962 | +0.29% | 0% | $2,459,543 |
| Grantvest Financial Group LLC | 1.2% | 62,521 | -2.5% | 0.99% | $1,709,293 |
| Crewe Advisors LLC | 1.1% | 57,241 | -24% | 0.11% | $1,564,958 |
| MERCER GLOBAL ADVISORS INC /ADV | 1.1% | 55,025 | 0% | 0% | $1,504,373 |
| Kestra Advisory Services, LLC | 1.1% | 54,814 | 0% | $1,498,602 | |
| Blue Sky Capital Consultants Group, Inc. | 1% | 51,506 | +2.1% | 0.6% | $1,408,164 |
| Kestra Investment Management, LLC | 0.95% | 48,847 | 0.03% | $1,335,467 | |
| ATX Financial Planning, LLC | 0.78% | 39,883 | -8.4% | 0.72% | $1,090,393 |
| Cetera Investment Advisers | 0.71% | 36,392 | +60% | 0% | $994,957 |
| Amplius Wealth Advisors, LLC | 0.58% | 29,647 | 0% | 0.06% | $810,543 |
| Creative Planning | 0.53% | 27,420 | 0% | 0% | $749,657 |
| CITADEL ADVISORS LLC | 0.53% | 27,261 | -7.8% | 0% | $745,310 |
| Encompass More Asset Management | 0.52% | 26,797 | -17% | 0.11% | $732,625 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.52% | 26,671 | -24% | 0% | $729,180 |
| Smith & Howard Wealth Management, LLC | 0.46% | 23,422 | 0% | 0.13% | $640,353 |
| CROSSPOINT FINANCIAL, LLC | 0.42% | 21,683 | 0% | 1.4% | $592,815 |
| Advisory Services Network, LLC | 0.39% | 20,236 | +1.2% | 0.01% | $553,248 |
| Ausdal Financial Partners, Inc. | 0.38% | 19,641 | 0% | 0.02% | $536,981 |
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 Q2 | 3,547,191 | $96,979,183 | -$2,034,471 | $27.34 | 46 |
| 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 |