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iShares Large Cap Max Buffer Jun ETF (MAXJ) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$55.37M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$13.38M
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MAXJ Institutional Buying and Selling by Quarter

iShares Large Cap Max Buffer Jun 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 LLC63,301$1.84M0.5%-1.9%1.551%
5/19/2026 Ashton Thomas Securities LLC92,109$2.59M0.3%N/A2.258%
5/14/2026 Crosspoint Financial LLC32,454$914K2.3%-5.8%0.795%
5/13/2026 Cetera Investment Advisers24,853$700K0.0%+27.4%0.609%
5/5/2026 Sigma Planning Corp8,928$251K0.0%N/A0.219%
4/30/2026 Kestra Advisory Services LLC33,854$953K0.0%-4.0%0.830%
4/27/2026 BIP Wealth LLC900,592$25.36M1.0%-1.8%22.073%
4/27/2026 Client First Capital LLC90,423$2.55M1.1%+17.1%2.216%
4/22/2026 J. L. Bainbridge & Co. Inc.902,170$25.41M2.3%-5.2%22.112%
4/16/2026 Balboa Wealth Partners53,797$1.52M0.3%-21.0%1.319%
2/19/2026 Axxcess Wealth Management LLC29,621$835K0.0%-6.9%0.726%
2/18/2026OLD Mission Capital LLC15,980$451K0.0%-55.2%0.392%
2/17/2026 Cetera Investment Advisers19,507$550K0.0%-16.9%0.478%
2/17/2026EFG International AG2,636$74K0.0%N/A0.065%
2/13/2026 Kestra Advisory Services LLC35,265$994K0.0%-17.5%0.864%
2/12/2026Jane Street Group LLC18,258$515K0.0%N/A0.448%
2/12/2026 Commonwealth Equity Services LLC126,405$3.56M0.0%+0.4%3.098%
2/11/2026 LPL Financial LLC15,023$424K0.0%-3.1%0.368%
2/10/2026 Northwestern Mutual Wealth Management Co.902$25K0.0%N/A0.022%
2/10/2026Foundations Investment Advisors LLC25,417$717K0.0%+63.6%0.623%
2/6/2026 Axxcess Wealth Management LLC29,621$835K0.0%-6.9%0.726%
2/6/2026 HighTower Advisors LLC60,441$1.70M0.0%-0.7%1.481%
2/3/2026NBZ Investment Advisors LLC19,326$545K0.2%-23.2%0.474%
2/2/2026 Grantvest Financial Group LLC33,277$938K0.6%-12.0%0.816%
1/29/2026 Ashton Thomas Private Wealth LLC71,765$2.02M0.0%+18.7%1.759%
1/26/2026 Client First Capital LLC77,248$2.18M0.9%+1.1%1.893%
1/23/2026 Blue Sky Capital Consultants Group Inc.18,983$535K0.2%-12.4%0.465%
1/21/2026 BIP Wealth LLC916,971$25.85M0.9%+5,125.8%22.475%
1/16/2026 Balboa Wealth Partners68,109$1.92M0.3%-9.0%1.669%
1/16/2026 CRA Financial Services LLC41,236$1.16M0.2%-2.6%1.011%
1/14/2026 J. L. Bainbridge & Co. Inc.951,277$26.82M2.2%-1.2%23.316%
1/13/2026 FC Advisory LLC76,339$2.15M0.6%-1.7%1.871%
11/18/2025 Advisory Services Network LLC1,436$40K0.0%N/A0.035%
11/17/2025Susquehanna International Group LLP40,191$1.13M0.0%+140.0%0.985%
11/17/2025Citadel Advisors LLC57,917$1.63M0.0%+101.3%1.420%
11/17/2025Ausdal Financial Partners Inc.10,709$300K0.0%N/A0.262%
11/12/2025NBZ Investment Advisors LLC25,165$706K0.4%-13.6%0.617%
11/10/2025 OneDigital Investment Advisors LLC20,094$564K0.0%-88.5%0.493%
11/7/2025 Axxcess Wealth Management LLC31,831$893K0.0%-32.2%0.780%
11/7/2025 HighTower Advisors LLC60,862$1.71M0.0%-17.3%1.492%
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11/6/2025 Balboa Wealth Partners74,859$2.10M0.4%-56.9%1.835%
11/5/2025 Client First Capital LLC76,387$2.14M1.0%N/A1.872%
11/5/2025 Envestnet Asset Management Inc.13,990$392K0.0%N/A0.343%
11/4/2025 Ashton Thomas Private Wealth LLC60,469$1.70M0.0%N/A1.482%
11/4/2025 Grantvest Financial Group LLC37,795$1.06M0.7%+106.1%0.926%
11/3/2025Foundations Investment Advisors LLC15,538$436K0.0%N/A0.381%
10/30/2025 BIP Wealth LLC17,547$492K0.0%N/A0.430%
10/27/2025 Ashton Thomas Securities LLC83,829$2.35M0.3%N/A2.055%
10/23/2025 Strategic Blueprint LLC914,386$25.65M1.1%+35.9%22.411%
10/22/2025 Blue Sky Capital Consultants Group Inc.21,665$608K0.3%N/A0.531%
10/22/2025 Crown Wealth Group LLC31,244$876K0.3%N/A0.766%
10/21/2025 Amplius Wealth Advisors LLC29,067$815K0.1%-32.5%0.712%
10/17/2025 Encompass More Asset Management113,449$3.18M0.6%N/A2.781%
10/17/2025 J. L. Bainbridge & Co. Inc.962,686$27.00M2.3%+1.5%23.595%
10/16/2025 CRA Financial Services LLC42,326$1.19M0.2%-1.3%1.037%
10/16/2025Donald L. Hagan LLC66,182$1.86M0.9%N/A1.622%
10/10/2025 FC Advisory LLC77,640$2.18M0.6%+424.6%1.903%
9/4/2025Osaic Holdings Inc.1,028$28K0.0%-49.5%0.025%
8/18/2025 Geneos Wealth Management Inc.3,507$96K0.0%+200.0%0.086%
8/15/2025Snowden Capital Advisors LLC35,800$985K0.0%-37.7%0.877%
8/12/2025 J. L. Bainbridge & Co. Inc.948,338$26.09M2.4%+547.0%23.244%
8/4/2025 Amplius Wealth Advisors LLC43,048$1.18M0.1%-94.0%1.055%
7/30/2025 Strategic Blueprint LLC672,724$18.51M0.9%+15.8%16.488%
7/29/2025 Balboa Wealth Partners173,561$4.78M1.0%-5.2%4.254%
7/28/2025 Cypress Wealth Services LLC21,814$600K0.1%N/A0.535%
7/28/2025 Axxcess Wealth Management LLC46,942$1.29M0.0%-4.1%1.151%
7/14/2025 CRA Financial Services LLC42,876$1.18M0.2%-24.8%1.051%
7/11/2025 Farther Finance Advisors LLC1,190$33K0.0%-64.4%0.029%
5/16/2025Signature Estate & Investment Advisors LLC12,385$319K0.0%N/A0.279%
5/14/2025Tradition Wealth Management LLC25,963$670K0.1%-19.6%0.585%
5/13/2025HighTower Advisors LLC73,590$1.90M0.0%-2.4%1.657%
5/9/2025NBZ Investment Advisors LLC29,129$751K0.4%-4.6%0.656%
5/8/2025Grantvest Financial Group LLC18,205$470K0.4%-11.6%0.410%
5/6/2025Proficio Capital Partners LLC10,380$268K0.0%N/A0.234%
5/2/2025Sigma Planning Corp16,837$434K0.0%-57.1%0.379%
5/1/2025Crosspoint Financial LLC34,413$888K2.6%N/A0.775%
4/29/2025Strategic Blueprint LLC581,011$14.98M0.8%+3.6%13.086%
4/29/2025OneDigital Investment Advisors LLC78,585$2.03M0.0%-6.5%1.770%
4/23/2025Balboa Wealth Partners183,128$4.72M1.1%-5.6%4.016%
4/16/2025CRA Financial Services LLC57,016$1.47M0.3%+1.6%1.250%
4/14/2025Farther Finance Advisors LLC3,340$86K0.0%+8,464.1%0.073%
4/10/2025Amplius Wealth Advisors LLC722,975$18.65M1.9%-22.4%15.855%
2/17/2025Snowden Capital Advisors LLC61,687$1.63M0.1%-4.5%0.000%
2/17/2025Citadel Advisors LLC30,956$809K0.0%N/A0.000%
2/14/2025Jane Street Group LLC40,733$1.07M0.0%-23.2%0.000%
2/14/2025OneDigital Investment Advisors LLC84,044$2.20M0.0%+1.0%0.000%
2/12/2025OLD Mission Capital LLC44,297$1.16M0.0%N/A0.000%
2/12/2025NBZ Investment Advisors LLC30,531$798K0.4%N/A0.000%
2/11/2025Grantvest Financial Group LLC20,583$538K0.6%N/A0.000%
2/10/2025Commonwealth Equity Services LLC24,592$643K0.0%-66.5%0.000%
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2/10/2025Balboa Wealth Partners193,937$5.07M1.2%-4.3%0.000%
2/3/2025Sigma Planning Corp39,237$1.03M0.0%-10.3%0.000%
1/24/2025Panoramic Investment Advisors LLC68,650$1.79M1.2%+20.7%0.000%
1/23/2025Strategic Blueprint LLC560,686$14.65M0.9%+106.9%0.000%
1/21/2025Geneos Wealth Management Inc.1,169$31K0.0%N/A0.000%
1/16/2025Amplius Wealth Advisors LLC931,267$24.34M2.5%N/A0.000%
11/15/2024Jane Street Group LLC53,047$1.38M0.0%N/A0.000%
11/15/2024Weaver Consulting Group13,800$359K0.1%N/A0.000%
11/15/2024HighTower Advisors LLC75,400$1.96M0.0%N/A0.000%
11/14/2024Tradition Wealth Management LLC32,281$839K0.1%N/A0.000%


MAXJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Jun ETF. The most heavily invested institutionals were Strategic Blueprint LLC ($25.65M), J. L. Bainbridge & Co. Inc. ($25.41M), BIP Wealth LLC ($25.36M), Commonwealth Equity Services LLC ($3.56M), Encompass More Asset Management ($3.18M), Ashton Thomas Securities LLC ($2.59M), and Client First Capital LLC ($2.55M).Learn more on iShares Large Cap Max Buffer Jun ETF's institutional investors.

Of the 47 institutional investors that purchased iShares Large Cap Max Buffer Jun ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Amplius Wealth Advisors LLC ($931.27K), BIP Wealth LLC ($916.97K), Strategic Blueprint LLC ($914.39K), J. L. Bainbridge & Co. Inc. ($816.11K), Balboa Wealth Partners ($202.76K), Ashton Thomas Securities LLC ($175.94K), and Encompass More Asset Management ($113.45K).

Institutional investors have bought a total of 1,969,006 shares in the last 24 months. This purchase volume represents approximately $55.37M in transactions.

Of the 19 institutional investors that sold iShares Large Cap Max Buffer Jun ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OneDigital Investment Advisors LLC ($154.86K), Balboa Wealth Partners ($119.76K), J. L. Bainbridge & Co. Inc. ($60.52K), Snowden Capital Advisors LLC ($21.63K), OLD Mission Capital LLC ($19.71K), Axxcess Wealth Management LLC ($19.53K), and BIP Wealth LLC ($16.38K).

Institutional investors have sold a total of 477,086 shares in the last 24 months. This volume of shares sold represents approximately $13.38M in transactions.


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Institutional ownership data for BATS:MAXJ 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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