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

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
DMAX
Shares outstanding
5,128,205
Price per share
$26.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,327,827
Total reported value
$62,083,987
% of total 13F portfolios
0%
Share change
+155,308
Value change
+$4,364,683
Number of holders
30
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) based on Schedule 13D/G filings

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 31 Dec 2025, 30 institutional investors reported holding 2,327,827 shares of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX). This represents 45% of the company’s total 5,128,205 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BIP Wealth, LLC 16% 836,051 0.79% $22,297,476
Crown Wealth Group, LLC 9.4% 482,027 +20% 3.6% $12,855,667
BlackRock, Inc. 7.8% 400,000 0% 0% $10,668,000
FC Advisory LLC 1.9% 97,264 +1.2% 0.75% $2,594,035
Grantvest Financial Group LLC 1.3% 66,782 +3.3% 1.1% $1,781,059
MORGAN STANLEY 1.1% 57,558 0% $1,535,072
MERCER GLOBAL ADVISORS INC /ADV 1.1% 55,025 0% $1,467,517
Blue Sky Capital Consultants Group, Inc. 0.95% 48,709 -4.1% 0.57% $1,299,069
Crewe Advisors LLC 0.74% 37,807 0% 0.09% $1,008,313
ATX Financial Planning, LLC 0.68% 34,826 0% 0.72% $928,809
Amplius Wealth Advisors, LLC 0.58% 29,647 -1.5% 0.07% $790,685
Creative Planning 0.53% 27,420 +26% 0% $731,291
Cetera Investment Advisers 0.39% 20,081 -10% 0% $535,567
Lido Advisors, LLC 0.32% 16,394 0% $437,228
High Falls Advisors, Inc 0.29% 14,863 +4.7% 0.08% $396,383
Shared Vision Wealth Group LLC 0.28% 14,254 0.15% $381,009
ENVESTNET ASSET MANAGEMENT INC 0.24% 12,074 -71% 0% $322,014
Kestra Investment Management, LLC 0.24% 12,074 -23% 0.01% $322,014
ARS Investment Partners, LLC 0.19% 9,990 0% 0.02% $266,433
MIDDLETON & CO INC/MA 0.19% 9,550 0% 0.03% $254,698
Kovack Advisors, Inc. 0.18% 9,368 0.01% $249,848
OneDigital Investment Advisors LLC 0.18% 9,113 0% $243,044
Elwood & Goetz Wealth Advisory Group, LLC 0.17% 8,693 -67% 0.04% $231,842
CITADEL ADVISORS LLC 0.17% 8,514 0% $227,068
Prosperity Consulting Group, LLC 0.15% 7,827 0% 0.01% $208,746

Institutional Holders of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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