iSHARES TRUST - DMAX
Detailed investor-level table based on 13F positions.
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 | Reduced | 760,919 | 20,218 | 0.82% | 0.79% | 1 | -75,132 | -8.99% | Q1 2026 | Apr 27, 2026 |
| J. L. Bainbridge & Co., Inc. | History | New | 682,097 | 18,123 | 1.61% | — | 2 | +682,097 | New | Q1 2026 | Apr 22, 2026 |
| Crown Wealth Group, LLC | History | Added to | 498,567 | 13,247 | 3.89% | 3.59% | 3 | +16,540 | 3.43% | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | No change | 400,000 | 10,628 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | Added to | 152,995 | 4,065 | 1.19% | 0.75% | 5 | +55,731 | 57.3% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 124,997 | 3,321 | 0.0% | — | 6 | +124,997 | New | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 98,855 | 2,626 | 0.33% | — | 7 | +98,855 | New | Q1 2026 | May 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 89,705 | 2,383 | 0.0% | 0.0% | 8 | +77,631 | 642.96% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 77,782 | 2,066 | 0.05% | — | 9 | +77,782 | New | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | Added to | 75,690 | 2,011 | 0.17% | 0.09% | 10 | +37,883 | 100.2% | Q1 2026 | May 07, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 64,126 | 1,703 | 1.1% | 1.14% | 11 | -2,656 | -3.98% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 55,025 | 1,462 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 50,447 | 1,340 | 0.64% | 0.56% | 13 | +1,738 | 3.57% | Q1 2026 | Apr 28, 2026 |
| ATX Financial Planning, LLC | History | Added to | 43,520 | 1,156 | 0.88% | 0.72% | 14 | +8,694 | 24.96% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,890 | 927 | 0.0% | — | 15 | +34,890 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 33,969 | 902 | 0.01% | — | 16 | +33,969 | New | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | New | 32,206 | 855 | 0.14% | — | 17 | +32,206 | New | Q1 2026 | Apr 28, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 29,647 | 787 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,567 | 785 | 0.0% | 0.0% | 19 | +21,053 | 247.28% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | No change | 27,420 | 728 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | New | 23,422 | 622 | 0.13% | — | 21 | +23,422 | New | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 22,768 | 604 | 0.0% | 0.0% | 22 | +2,687 | 13.38% | Q1 2026 | May 13, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 21,683 | 576 | 1.45% | — | 23 | +21,683 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 20,005 | 531 | 0.01% | — | 24 | +20,005 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 19,641 | 521 | 0.02% | — | 25 | +19,641 | New | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | New | 17,908 | 475 | 0.03% | — | 26 | +17,908 | New | Q1 2026 | Apr 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 16,859 | 447 | 0.01% | — | 27 | +16,859 | New | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | No change | 16,394 | 435 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 15,350 | 407 | 0.05% | 0.03% | 29 | +5,800 | 60.73% | Q1 2026 | May 08, 2026 |
| High Falls Advisors, Inc | History | No change | 14,863 | 396 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 14,254 | 378 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 13,533 | 359 | 0.0% | — | 32 | +13,533 | New | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,666 | 309 | 0.0% | — | 33 | +11,666 | New | Q1 2026 | May 12, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,990 | 265 | 0.01% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,353 | 248 | 0.01% | 0.01% | 35 | -15 | -0.16% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,613 | 228 | 0.0% | 0.0% | 36 | -500 | -5.49% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,827 | 207 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 7,706 | 204 | 0.01% | — | 38 | +7,706 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,345 | 62 | 0.0% | — | 39 | +2,335 | 23350.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,683 | 44 | 0.0% | — | 40 | +1,683 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | New | 475 | 12 | 0.0% | — | 42 | +475 | New | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | No change | 371 | 9 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 80 | 2 | 0.0% | — | 44 | +45 | 128.57% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -57,558 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,074 | -100.0% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,693 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 07, 2026 |