| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 14% | +17% | $10,568,000 | 400,000 | 0% | BlackRock Portfolio Management LLC | 30 Sep 2025 |
As of 30 Sep 2025, 26 institutional investors reported holding 2,137,693 shares of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX). This represents 72% of the company’s total 2,962,963 outstanding shares.
The largest institutional shareholders of iShares Large Cap Max Buffer Dec ETF - Common Stock (DMAX) together control 72% 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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 26% | 767,314 | +12% | 0.89% | $20,272,436 |
| Crown Wealth Group, LLC | 14% | 401,375 | 3.2% | $10,604,327 | |
| BlackRock, Inc. | 13% | 400,000 | 0% | 0% | $10,568,000 |
| FC Advisory LLC | 3.2% | 96,151 | -4.1% | 0.74% | $2,540,309 |
| Grantvest Financial Group LLC | 2.2% | 64,625 | -36% | 1.2% | $1,707,393 |
| KM Capital Management Ltd. | 1.9% | 55,025 | 0% | 0.67% | $1,453,761 |
| Blue Sky Capital Consultants Group, Inc. | 1.7% | 50,808 | -4% | 0.59% | $1,342,347 |
| ENVESTNET ASSET MANAGEMENT INC | 1.4% | 41,913 | -0.66% | 0% | $1,107,341 |
| Crewe Advisors LLC | 1.3% | 37,807 | 0% | 0.1% | $998,861 |
| Amplius Wealth Advisors, LLC | 1% | 30,100 | -6.2% | 0.07% | $795,242 |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.88% | 25,956 | -2.8% | 0.13% | $685,758 |
| Cetera Investment Advisers | 0.75% | 22,318 | -6.2% | 0% | $589,642 |
| Creative Planning | 0.74% | 21,792 | -0.1% | 0% | $575,745 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.65% | 19,241 | -66% | 0% | $508,347 |
| CROSSPOINT FINANCIAL, LLC | 0.65% | 19,172 | 0% | 1.2% | $506,526 |
| Kestra Investment Management, LLC | 0.53% | 15,592 | 0% | 0.01% | $411,941 |
| High Falls Advisors, Inc | 0.48% | 14,200 | -2.6% | 0.08% | $375,171 |
| Stuart Chaussee & Associates, Inc. | 0.47% | 13,950 | -7% | 0.08% | $368,559 |
| Kestra Advisory Services, LLC | 0.34% | 10,043 | +5.3% | 0% | $265,336 |
| ARS Investment Partners, LLC | 0.34% | 9,990 | 0% | 0.02% | $263,936 |
| MIDDLETON & CO INC/MA | 0.32% | 9,550 | 0% | 0.03% | $252,311 |
| Prosperity Consulting Group, LLC | 0.26% | 7,827 | 0.01% | $206,789 | |
| Advisory Services Network, LLC | 0.05% | 1,383 | 0% | $36,539 | |
| UBS Group AG | 0.03% | 936 | -87% | 0% | $24,729 |
| Parallel Advisors, LLC | 0.02% | 600 | 0% | 0% | $15,852 |