MAXJ · iShares Large Cap Max Buffer Jun ETF ETF
$29.48
-0.01 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,005,014
Total Shares: 34,501
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+69.4 pts
Top 5
100.0%
+30.0 pts
Top 10
100.0%
+20.3 pts
HHI
10,000
Highly concentrated+8,063
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
47
Unchanged
0
Holder count:
-47
Institutional value:
-98.8%
Shares held:
-98.8%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −449 | 34,501 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid J. L. Bainbridge & Co., Inc. | 902,170 | $25,405,107 | |
| Mid BIP Wealth, LLC | 900,592 | $25,360,670 | |
| Small ASHTON THOMAS SECURITIES, LLC | 92,109 | $2,593,789 | |
| Micro Client First Capital LLC | 90,423 | $2,546,311 | |
| Mid Ashton Thomas Private Wealth, LLC | 74,693 | $2,103,354 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC MAXJ | $1,005,014 | 100.00% | 34,501 | — |
-449
-1.3%
|
Shares | 2026-09-02 | |||||||||||
|
This filing is a combination report: the position is filed across the managers below.
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| Mid J. L. Bainbridge & Co., Inc. MAXJ | $25,405,107 | 2527.84% | 902,170 | — | Sold Out | Shares | 2026-04-22 | |||||||||||
| Mid BIP Wealth, LLC MAXJ | $25,360,670 | 2523.41% | 900,592 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer MAXJ | $2,593,789 | 258.08% | 92,109 | — | Sold Out | Shares | 2026-05-18 | |||||||||||
| Micro Client First Capital LLC MAXJ | $2,546,311 | 253.36% | 90,423 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Mid Ashton Thomas Private Wealth, LLC MAXJ | $2,103,354 | 209.29% | 74,693 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Micro PANORAMIC INVESTMENT ADVISORS, LLC MAXJ | $1,947,264 | 193.75% | 69,150 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Micro FC Advisory LLC MAXJ | $1,817,812 | 180.87% | 64,553 | — | Sold Out | Shares | 2026-04-14 | |||||||||||
| Large HighTower Advisors, LLC MAXJ | $1,667,550 | 165.92% | 59,217 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Small Balboa Wealth Partners MAXJ | $1,514,923 | 150.74% | 53,797 | — | Sold Out | Shares | 2026-04-16 | |||||||||||
| Small CRA Financial Services, LLC MAXJ | $1,135,861 | 113.02% | 40,336 | — | Sold Out | Shares | 2026-04-09 | |||||||||||
| Small Crewe Advisors LLC MAXJ | $1,022,067 | 101.70% | 36,295 | — | Sold Out | Shares | 2026-05-07 | |||||||||||
| Large Kestra Advisory Services, LLC MAXJ | $953,328 | 94.86% | 33,854 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Micro Grantvest Financial Group LLC MAXJ | $918,213 | 91.36% | 32,607 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Micro CROSSPOINT FINANCIAL, LLC MAXJ | $913,904 | 90.93% | 32,454 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC MAXJ | $907,737 | 90.32% | 32,235 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Small Encompass More Asset Management MAXJ | $849,784 | 84.55% | 30,177 | — | Sold Out | Shares | 2026-04-28 | |||||||||||
| Small Amplius Wealth Advisors, LLC MAXJ | $739,256 | 73.56% | 26,252 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Large Cetera Investment Advisers MAXJ | $699,860 | 69.64% | 24,853 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Small MIDDLETON & CO INC/MA MAXJ | $649,566 | 64.63% | 23,067 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Mid Foundations Investment Advisors, LLC Endowment MAXJ | $624,729 | 62.16% | 22,185 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Small Cypress Wealth Services, LLC MAXJ | $619,435 | 61.63% | 21,997 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Small Tradition Wealth Management, LLC MAXJ | $567,592 | 56.48% | 20,156 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Micro NBZ Investment Advisors LLC MAXJ | $544,079 | 54.14% | 19,321 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Mid OneDigital Investment Advisors LLC MAXJ | $537,715 | 53.50% | 19,095 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Small Blue Sky Capital Consultants Group, Inc. MAXJ | $535,293 | 53.26% | 19,009 | — | Sold Out | Shares | 2026-04-28 | |||||||||||
| Mid OLD MISSION CAPITAL LLC MAXJ | $532,477 | 52.98% | 18,909 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC MAXJ | $530,309 | 52.77% | 18,832 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Mega JANE STREET GROUP, LLC MAXJ | $518,538 | 51.60% | 18,414 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP MAXJ | $434,170 | 43.20% | 15,418 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
|
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| Small Weaver Consulting Group MAXJ | $380,160 | 37.83% | 13,500 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mega LPL Financial LLC MAXJ | $372,359 | 37.05% | 13,223 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Small BCGM Wealth Management, LLC MAXJ | $367,347 | 36.55% | 13,045 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Mid Proficio Capital Partners LLC MAXJ | $292,300 | 29.08% | 10,380 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mid ARS Investment Partners, LLC MAXJ | $280,473 | 27.91% | 9,960 | — | Sold Out | Shares | 2026-04-16 | |||||||||||
| Mid Sigma Planning Corp MAXJ | $251,412 | 25.02% | 8,928 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Small ARS Wealth Advisors Group, LLC MAXJ | $223,562 | 22.24% | 7,939 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Mid HARBOUR INVESTMENTS, INC. MAXJ | $204,948 | 20.39% | 7,278 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mid Geneos Wealth Management Inc. MAXJ | $98,757 | 9.83% | 3,507 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Mid Farther Finance Advisors, LLC MAXJ | $82,818 | 8.24% | 2,941 | — | Sold Out | Shares | 2026-04-07 | |||||||||||
| Mid EFG International AG MAXJ | $74,229 | 7.39% | 2,636 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Advisory Services Network, LLC MAXJ | $40,437 | 4.02% | 1,436 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO MAXJ | $25,344 | 2.52% | 900 | — | Sold Out | Shares | 2026-05-07 | |||||||||||
| Small Physician Wealth Advisors, Inc. MAXJ | $13,460 | 1.34% | 478 | — | Sold Out | Shares | 2026-04-24 | |||||||||||
| Large AE Wealth Management LLC MAXJ | $2,421 | 0.24% | 86 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Large CWM, LLC MAXJ | $2,112 | 0.21% | 75 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mid IFP Advisors, Inc MAXJ | $1,408 | 0.14% | 50 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Large OSAIC HOLDINGS, INC. MAXJ | $563 | 0.06% | 20 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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