iSHARES TRUST - DMAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIP Wealth, LLC | History | New | 836,051 | 22,297 | 0.79% | — | 1 | +836,051 | New | Q4 2025 | Jan 21, 2026 |
| Crown Wealth Group, LLC | History | Added to | 482,027 | 12,855 | 3.59% | 3.19% | 2 | +80,652 | 20.09% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | No change | 400,000 | 10,668 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FC Advisory LLC | History | Added to | 97,264 | 2,594 | 0.75% | 0.74% | 4 | +1,113 | 1.16% | Q4 2025 | Jan 13, 2026 |
| Grantvest Financial Group LLC | History | Added to | 66,782 | 1,781 | 1.14% | 1.18% | 5 | +2,157 | 3.34% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | New | 57,558 | 1,535 | 0.0% | — | 6 | +57,558 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 55,025 | 1,467 | 0.0% | — | 7 | +55,025 | New | Q4 2025 | Feb 18, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 48,709 | 1,299 | 0.56% | 0.58% | 8 | -2,099 | -4.13% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 37,807 | 1,008 | 0.09% | 0.1% | 9 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ATX Financial Planning, LLC | History | New | 34,826 | 928 | 0.72% | — | 10 | +34,826 | New | Q4 2025 | Feb 19, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 29,647 | 790 | 0.07% | 0.07% | 11 | -453 | -1.5% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Added to | 27,420 | 731 | 0.0% | 0.0% | 12 | +5,628 | 25.83% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 20,081 | 535 | 0.0% | 0.0% | 13 | -2,237 | -10.02% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | New | 16,394 | 437 | 0.0% | — | 14 | +16,394 | New | Q4 2025 | Feb 10, 2026 |
| High Falls Advisors, Inc | History | Added to | 14,863 | 396 | 0.08% | 0.08% | 15 | +663 | 4.67% | Q4 2025 | Feb 18, 2026 |
| Shared Vision Wealth Group LLC | History | New | 14,254 | 381 | 0.15% | — | 16 | +14,254 | New | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,074 | 322 | 0.0% | 0.0% | 17 | -29,839 | -71.19% | Q4 2025 | Feb 10, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 12,074 | 322 | 0.01% | 0.01% | 18 | -3,518 | -22.56% | Q4 2025 | Feb 09, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,990 | 266 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 9,550 | 254 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 9,368 | 249 | 0.01% | — | 21 | +9,368 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | New | 9,113 | 243 | 0.0% | — | 22 | +9,113 | New | Q4 2025 | Feb 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 8,693 | 231 | 0.04% | 0.13% | 23 | -17,263 | -66.51% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,514 | 227 | 0.0% | — | 24 | +8,514 | New | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,827 | 208 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 900 | 24 | 0.0% | — | 26 | +900 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 16 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bernard Wealth Management Corp. | History | New | 371 | 9 | 0.0% | — | 28 | +371 | New | Q4 2025 | Jan 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -767,314 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.67% | — | -55,025 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CROSSPOINT FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -19,172 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,383 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -936 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IFP Advisors, Inc | History | Added to | 35 | 0 | — | — | — | +10 | 40.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 23, 2026 |