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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | History | No change | 783,235 | 21,190 | 0.8% | 0.8% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 400,000 | 10,822 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | No change | 288,154 | 7,795 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 193,208 | 5,227 | 0.41% | 0.41% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FC Advisory LLC | History | No change | 92,299 | 2,536 | 0.66% | 0.66% | 5 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 82,922 | 2,243 | 0.9% | 0.9% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 47,527 | 1,285 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 40,058 | 1,083 | 0.46% | 0.46% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,805 | 1,022 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,611 | 882 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 19,926 | 539 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 16,761 | 453 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,358 | 388 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,950 | 377 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | No change | 10,674 | 288 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,174 | 275 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,497 | 148 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 1,457 | 39 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 155 | 4 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |