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

$29.57 +0.10 (+0.34%)
Closing price 04:10 PM Eastern
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$29.55 -0.02 (-0.07%)
As of 08:00 PM Eastern
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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)
26
Total
Institutional Inflows
(last 12 months)
$44.82M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.84M
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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
11/10/2026 HighTower Advisors LLC62,922$1.86M0.0%N/A1.140%
11/9/2026 Harbour Investments Inc.28,292$834K0.0%+163.6%0.513%
11/4/2026 Kestra Investment Management LLC23,056$680K0.0%N/A0.565%
11/4/2026 Crosspoint Financial LLC22,381$660K1.3%-31.0%0.549%
11/2/2026 Kestra Advisory Services LLC129,902$3.83M0.0%+326.6%3.184%
11/2/2026 Commonwealth Equity Services LLC62,074$1.83M0.0%N/A1.521%
10/29/2026 Trek Financial LLC7,787$230K0.0%N/A0.191%
10/27/2026 Ashton Thomas Securities LLC25,776$760K0.1%N/A0.632%
10/22/2026 BIP Wealth LLC922,327$27.19M0.7%+10.9%22.606%
10/22/2026 Client First Capital LLC88,663$2.61M1.0%-0.7%2.173%
10/21/2026 Grantvest Financial Group LLC27,952$824K0.5%+6.7%0.685%
10/21/2026 Diversify Advisory Services LLC61,581$1.82M0.0%+3.2%1.509%
10/17/2026 CRA Financial Services LLC36,836$1.09M0.1%-2.6%0.903%
10/14/2026 Signal Advisors Wealth LLC9,548$281K0.0%N/A0.234%
10/8/2026 Farther Finance Advisors LLC5,384$159K0.0%+84.8%0.132%
10/5/2026 FC Advisory LLC98,006$2.89M0.8%+54.8%2.402%
9/23/2026Envestnet Asset Management Inc.20,429$595K0.0%+8.5%0.501%
9/2/2026Citadel Advisors LLC34,501$1.01M0.0%-1.3%0.846%
8/20/2026Proficio Capital Partners LLC9,995$291K0.0%-3.7%0.245%
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%
5/13/2026Cetera 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%
2/17/2026Cetera 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%
2/10/2026Northwestern 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%
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2/6/2026 HighTower Advisors LLC60,441$1.70M0.0%-0.7%1.481%
2/3/2026 NBZ 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%
11/18/2025Advisory 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%
11/12/2025 NBZ 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%
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%
11/5/2025Envestnet 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%
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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%


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 BIP Wealth LLC ($27.19M), Strategic Blueprint LLC ($25.65M), J. L. Bainbridge & Co. Inc. ($25.41M), Kestra Advisory Services LLC ($3.83M), Encompass More Asset Management ($3.18M), FC Advisory LLC ($2.89M), and Client First Capital LLC ($2.61M).Learn more on iShares Large Cap Max Buffer Jun ETF's institutional investors.

Of the 46 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: BIP Wealth LLC ($1.01M), Amplius Wealth Advisors LLC ($931.27K), J. L. Bainbridge & Co. Inc. ($816.11K), Strategic Blueprint LLC ($643.42K), Ashton Thomas Securities LLC ($201.71K), HighTower Advisors LLC ($138.32K), and Encompass More Asset Management ($113.45K).

Institutional investors have bought a total of 1,569,177 shares in the last 24 months. This purchase volume represents approximately $44.82M in transactions.

Of the 18 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: J. L. Bainbridge & Co. Inc. ($60.52K), Balboa Wealth Partners ($21.06K), OLD Mission Capital LLC ($19.71K), BIP Wealth LLC ($16.38K), Crosspoint Financial LLC ($12.07K), NBZ Investment Advisors LLC ($9.80K), and Kestra Advisory Services LLC ($8.90K).

Institutional investors have sold a total of 171,010 shares in the last 24 months. This volume of shares sold represents approximately $4.84M in transactions.


Related Companies

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 11/10/2026. New 13F filings are added each quarter as they're published.
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