iShares LG Cap Max Buff JunMAXJ ETF 13F holders, Q3 2024 (September 30) 33 holders
$25.99 avg. 13F price*
At the end of Q3 2024 , 33 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings. The largest holders were Royal Bank of Canada ($11.3M), BlackRock, Inc. ($10.4M) and Strategic Blueprint, LLC ($7.0M).
Company iShares LG Cap Max Buff Jun
CUSIP 46438G612
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 Institutions Total Value New Positions 32 $48.5M Exits 0 $0
Ownership 33 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Royal Bank of Canada 0.00% New 433,258 $11.3M BlackRock, Inc. 0.00% — 400,000 $10.4M Strategic Blueprint, LLC 0.44% New 270,967 $7.0M Balboa Wealth Partners 1.32% New 202,755 $5.3M J. L. Bainbridge & Co., Inc. 0.37% New 146,577 $3.8M OneDigital Investment Advisors LLC 0.02% New 83,244 $2.2M HighTower Advisors, LLC 0.00% New 75,400 $2.0M Commonwealth Equity Services, LLC 0.00% New 73,500 $1.9M Snowden Capital Advisors LLC 0.05% New 64,576 $1.7M Panoramic Investment Advisors, LLC 1.02% — 56,900 $1.5M Jane Street Group, LLC 0.00% New 53,047 $1.4M CRA Financial Services, LLC 0.25% New 51,575 $1.3M Axxcess Wealth Management, LLC 0.03% New 48,927 $1.3M Sigma Planning Corp 0.03% New 43,737 $1.1M CreativeOne Wealth, LLC 0.04% New 40,689 $1.1M Middleton & Co. Inc. 0.10% New 36,250 $942K Crosspoint Financial, LLC 3.07% New 34,381 $894K Tradition Wealth Management, LLC 0.07% New 32,281 $839K Susquehanna International Group, LLP 0.00% New 26,387 $686K Kestra Advisory Services, LLC 0.00% New 25,904 $673K Spinnaker Investment Group, LLC 0.16% New 24,399 $634K Weaver Consulting Group 0.11% New 13,800 $359K BCGM Wealth Management, LLC 0.11% New 12,865 $334K Prospera Financial Services Inc 0.01% New 12,300 $320K Elwood & Goetz Wealth Advisory Group, LLC 0.07% New 11,648 $303K Cetera Investment Advisers 0.00% New 11,140 $290K Atria Wealth Solutions, Inc. 0.00% New 10,455 $272K ARS Investment Partners, LLC 0.02% New 9,960 $259K ARS Wealth Advisors Group, LLC 0.03% New 7,939 $206K Federation des caisses Desjardins du Quebec 0.00% New 4,970 $129K Osaic Holdings, Inc. 0.00% New 1,020 $27K Allworth Financial LP 0.00% New 800 $21K Principal Securities, Inc. 0.00% New 100 $3K
"% of holder's portfolio" is MAXJ's weight in each manager's 13F, not the share of iShares LG Cap Max Buff Jun the manager owns.