iSHARES TRUST - MMAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 400,000 | 10,491 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 156,835 | 4,113 | 0.33% | 0.34% | 2 | -1,269 | -0.8% | Q4 2025 | Jan 14, 2026 |
| BIP Wealth, LLC | History | New | 103,518 | 2,715 | 0.1% | — | 3 | +103,518 | New | Q4 2025 | Jan 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 101,581 | 2,664 | 1.38% | 1.46% | 4 | +1,317 | 1.31% | Q4 2025 | Jan 29, 2026 |
| FC Advisory LLC | History | Added to | 64,163 | 1,682 | 0.48% | 0.49% | 5 | +451 | 0.71% | Q4 2025 | Jan 13, 2026 |
| Crewe Advisors LLC | History | No change | 61,748 | 1,619 | 0.14% | 0.15% | 6 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 29,747 | 780 | 0.02% | 0.02% | 7 | -585 | -1.93% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,494 | 616 | 0.0% | 0.0% | 8 | -51,125 | -68.51% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,741 | 386 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Added to | 11,674 | 306 | 0.2% | 0.21% | 10 | +11 | 0.09% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | New | 10,174 | 266 | 0.01% | — | 11 | +10,174 | New | Q4 2025 | Feb 17, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 7,668 | 201 | 0.09% | 0.09% | 12 | -8 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,497 | 144 | 0.02% | — | 13 | +5,497 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 865 | 22 | 0.0% | 0.0% | 14 | -327 | -27.43% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 1 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -112,273 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,663 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 12, 2025 |