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iShares Large Cap Max Buffer Dec ETF (DMAX) Institutional Ownership

$27.66 +0.02 (+0.07%)
As of 10:46 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Dec ETF (BATS:DMAX)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$63.63M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.88M
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DMAX Institutional Buying and Selling by Quarter

iShares Large Cap Max Buffer Dec ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 FC Advisory LLC153,596$4.20M1.1%+0.4%4.414%
5/19/2026 Ashton Thomas Securities LLC98,855$2.63M0.3%N/A2.841%
5/14/2026 Crosspoint Financial LLC21,683$576K1.4%N/A0.623%
5/13/2026 Cetera Investment Advisers22,768$605K0.0%+13.4%0.654%
4/30/2026ATX Financial Planning LLC43,520$1.16M0.9%+25.0%1.251%
4/27/2026 BIP Wealth LLC760,919$20.22M0.8%-9.0%21.865%
4/22/2026 Patriot Financial Group Insurance Agency LLC7,706$205K0.0%N/A0.221%
4/22/2026 J. L. Bainbridge & Co. Inc.682,097$18.12M1.6%N/A19.600%
4/21/2026 Crown Wealth Group LLC498,567$13.25M3.9%+3.4%14.327%
2/19/2026ATX Financial Planning LLC34,826$929K0.7%N/A1.001%
2/18/2026High Falls Advisors Inc14,863$396K0.1%+4.7%0.427%
2/18/2026 Mercer Global Advisors Inc. ADV55,025$1.47M0.0%N/A1.581%
2/17/2026 Cetera Investment Advisers20,081$536K0.0%-10.0%0.577%
2/17/2026 Kovack Advisors Inc.9,368$250K0.0%N/A0.269%
2/11/2026 Shared Vision Wealth Group LLC14,254$381K0.2%N/A0.410%
2/10/2026 Lido Advisors LLC16,394$437K0.0%N/A0.471%
2/9/2026 Kestra Investment Management LLC12,074$322K0.0%-22.6%0.347%
2/2/2026 Grantvest Financial Group LLC66,782$1.78M1.1%+3.3%1.919%
1/28/2026 Crown Wealth Group LLC482,027$12.86M3.6%+20.1%13.851%
1/23/2026 Blue Sky Capital Consultants Group Inc.48,709$1.30M0.6%-4.1%1.400%
1/21/2026 BIP Wealth LLC836,051$22.30M0.8%N/A24.024%
1/21/2026Elwood & Goetz Wealth Advisory Group LLC8,693$232K0.0%-66.5%0.250%
1/13/2026 FC Advisory LLC97,264$2.59M0.7%+1.2%2.795%
1/12/2026 Amplius Wealth Advisors LLC29,647$791K0.1%-1.5%0.852%
11/18/2025 Advisory Services Network LLC1,383$37K0.0%N/A0.040%
11/17/2025Susquehanna International Group LLP19,241$508K0.0%-65.8%0.553%
11/17/2025Prosperity Consulting Group LLC7,827$207K0.0%N/A0.225%
11/17/2025High Falls Advisors Inc14,200$375K0.1%-2.6%0.408%
11/4/2025 Grantvest Financial Group LLC64,625$1.71M1.2%-35.7%1.857%
10/28/2025Elwood & Goetz Wealth Advisory Group LLC25,956$686K0.1%-2.8%0.746%
10/23/2025 Strategic Blueprint LLC767,314$20.27M0.9%+11.6%22.049%
10/22/2025Stuart Chaussee & Associates Inc.13,950$369K0.1%-7.0%0.401%
10/22/2025 Blue Sky Capital Consultants Group Inc.50,808$1.34M0.6%-4.0%1.460%
10/22/2025 Crown Wealth Group LLC401,375$10.60M3.2%N/A11.534%
10/21/2025 Amplius Wealth Advisors LLC30,100$795K0.1%-6.2%0.865%
10/10/2025 FC Advisory LLC96,151$2.54M0.7%-4.1%2.763%
8/15/2025High Falls Advisors Inc14,581$376K0.1%N/A0.419%
8/11/2025 ARS Investment Partners LLC9,990$258K0.0%N/A0.287%
8/8/2025 Cetera Investment Advisers23,788$614K0.0%N/A0.684%
8/8/2025Creative Planning21,814$563K0.0%N/A0.627%
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8/4/2025 Amplius Wealth Advisors LLC32,100$828K0.1%N/A0.922%
8/1/2025 Envestnet Asset Management Inc.42,190$1.09M0.0%+50.9%1.212%
7/31/2025 Blue Sky Capital Consultants Group Inc.52,916$1.37M0.7%+16.9%1.521%
7/30/2025 Strategic Blueprint LLC687,463$17.74M0.9%-3.2%19.755%
7/17/2025Elwood & Goetz Wealth Advisory Group LLC26,699$689K0.1%N/A0.767%
5/19/2025Jane Street Group LLC22,387$559K0.0%N/A0.658%
5/16/2025Stuart Chaussee & Associates Inc.15,000$374K0.1%N/A0.441%
5/16/2025Kestra Investment Management LLC15,730$392K0.0%N/A0.463%
5/15/2025Royal Bank of Canada80,653$2.01M0.0%N/A2.372%
5/15/2025OLD Mission Capital LLC25,515$637K0.0%N/A0.750%
5/9/2025Middleton & Co. Inc. MA9,550$238K0.0%N/A0.295%
5/9/2025Blue Sky Capital Consultants Group Inc.45,275$1.13M0.7%N/A1.397%
5/8/2025Grantvest Financial Group LLC134,249$3.35M2.7%N/A4.143%
5/2/2025KM Capital Management Ltd.55,025$1.37M0.7%N/A1.698%
5/1/2025Crosspoint Financial LLC19,172$478K1.4%N/A0.592%
4/29/2025Envestnet Asset Management Inc.27,966$698K0.0%N/A0.863%
4/29/2025Strategic Blueprint LLC710,252$17.72M1.0%N/A21.921%


DMAX Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Dec ETF. The most heavily invested institutionals were Strategic Blueprint LLC ($20.27M), BIP Wealth LLC ($20.22M), J. L. Bainbridge & Co. Inc. ($18.12M), Crown Wealth Group LLC ($13.25M), FC Advisory LLC ($4.20M), Ashton Thomas Securities LLC ($2.63M), and Royal Bank of Canada ($2.01M).Learn more on iShares Large Cap Max Buffer Dec ETF's institutional investors.

Of the 31 institutional investors that purchased iShares Large Cap Max Buffer Dec ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BIP Wealth LLC ($836.05K), Strategic Blueprint LLC ($790.10K), J. L. Bainbridge & Co. Inc. ($682.10K), Crown Wealth Group LLC ($498.57K), Grantvest Financial Group LLC ($136.41K), Ashton Thomas Securities LLC ($98.86K), and Royal Bank of Canada ($80.65K).

Institutional investors have bought a total of 2,394,383 shares in the last 24 months. This purchase volume represents approximately $63.63M in transactions.

Of the 11 institutional investors that sold iShares Large Cap Max Buffer Dec ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BIP Wealth LLC ($75.13K), Susquehanna International Group LLP ($37.05K), Grantvest Financial Group LLC ($35.81K), Elwood & Goetz Wealth Advisory Group LLC ($18.01K), Blue Sky Capital Consultants Group Inc. ($4.21K), FC Advisory LLC ($4.15K), and Kestra Investment Management LLC ($3.52K).

Institutional investors have sold a total of 183,990 shares in the last 24 months. This volume of shares sold represents approximately $4.88M in transactions.


Related Companies

Institutional ownership data for BATS:DMAX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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