Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
5,128,205
-
Total 13F shares
-
1,683,232
-
Share change
-
+97,368
-
Total reported value
-
$44,892,642
-
Price per share
-
$26.67
-
Number of holders
-
19
-
Value change
-
+$2,797,998
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) as of Q4 2025
As of 31 Dec 2025,
iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,683,232 shares.
The largest 10 holders included
BIP Wealth, LLC, Crown Wealth Group, LLC, FC Advisory LLC, Grantvest Financial Group LLC, Blue Sky Capital Consultants Group, Inc., Crewe Advisors LLC, Amplius Wealth Advisors, LLC, Lido Advisors, LLC, Shared Vision Wealth Group LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.