iShares LG Cap Max Buff DecDMAXETF
13F holders, Q3 2025 (September 30)26holders
3new positions
3sold out
$26.42avg. 13F price*
At the end of Q3 2025, 26 institutions reported holding iShares LG Cap Max Buff Dec (DMAX) in their 13F filings, unchanged from Q2 2025. 3 opened new positions and 3 sold out. The largest holders were Strategic Blueprint, LLC ($20.3M), Crown Wealth Group, LLC ($10.6M) and BlackRock, Inc. ($10.6M).
- Company
- iShares LG Cap Max Buff Dec
- CUSIP
- 46438G471
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $10.8M |
| Exits | 3 | $932K |
All 13F filers, Q2 2025 → Q3 2025: 490,937 shares bought and 127,568 shares sold, net +363,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Strategic Blueprint, LLC | 0.89% | Add +11.6% | 767,314 | $20.3M |
| Crown Wealth Group, LLC | 3.19% | New | 401,375 | $10.6M |
| BlackRock, Inc. | 0.00% | No change | 400,000 | $10.6M |
| FC Advisory LLC | 0.74% | Reduce -4.1% | 96,151 | $2.5M |
| Grantvest Financial Group LLC | 1.18% | Reduce -35.6% | 64,625 | $1.7M |
| KM Capital Management Ltd. | 0.67% | No change | 55,025 | $1.5M |
| Blue Sky Capital Consultants Group, Inc. | 0.59% | Reduce -4.0% | 50,808 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 41,913 | $1.1M |
| Crewe Advisors LLC | 0.10% | No change | 37,807 | $999K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -6.2% | 30,100 | $795K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Reduce -2.8% | 25,956 | $686K |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 22,318 | $590K |
| Creative Planning | 0.00% | Reduce -0.1% | 21,792 | $576K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.8% | 19,241 | $508K |
| Crosspoint Financial, LLC | 1.24% | No change | 19,172 | $507K |
| Kestra Investment Management, LLC | 0.01% | No change | 15,592 | $412K |
| High Falls Advisors, Inc | 0.08% | Reduce -2.6% | 14,200 | $375K |
| Stuart Chaussee & Associates, Inc. | 0.08% | Reduce -7.0% | 13,950 | $369K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.3% | 10,043 | $265K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,990 | $264K |
| Middleton & Co. Inc. | 0.03% | No change | 9,550 | $252K |
| Prosperity Consulting Group, LLC | 0.01% | New | 7,827 | $207K |
| Advisory Services Network, LLC | 0.00% | New | 1,383 | $37K |
| UBS Group AG | 0.00% | Reduce -87.2% | 936 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 25 | $660 |
"% of holder's portfolio" is DMAX's weight in each manager's 13F, not the share of iShares LG Cap Max Buff Dec the manager owns.