iShares LG Cap Max Buff JunMAXJETF
13F holders, Q3 2025 (September 30)52holders +15
18new positions
2sold out
1famous investor
$28.05avg. 13F price*
At the end of Q3 2025, 52 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, up 15 from Q2 2025. 18 opened new positions and 2 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($27.0M), Strategic Blueprint, LLC ($25.6M) and Commonwealth Equity Services, LLC ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares LG Cap Max Buff Jun
- CUSIP
- 46438G612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.1M |
| Exits | 2 | $580K |
All 13F filers, Q2 2025 → Q3 2025: 1,028,055 shares bought and 335,086 shares sold, net +692,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| J. L. Bainbridge & Co., Inc. | 2.28% | Add +1.5% | 962,686 | $27.0M |
| Strategic Blueprint, LLC | 1.12% | Add +35.9% | 914,386 | $25.6M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 125,889 | $3.5M |
| Encompass More Asset Management | 0.61% | New | 113,449 | $3.2M |
| Ashton Thomas Securities, LLC | 0.33% | New | 83,829 | $2.4M |
| FC Advisory LLC | 0.64% | Add +424.6% | 77,640 | $2.2M |
| Client First Capital LLC | 0.95% | New | 76,387 | $2.1M |
| Balboa Wealth Partners | 0.36% | Reduce -56.9% | 74,859 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.08% | No change | 68,250 | $1.9M |
| Donald L. Hagan, LLC | 0.91% | New | 66,182 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -17.3% | 60,862 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | New | 60,469 | $1.7M |
| Citadel Advisors | 0.00% | Add +101.3% | 57,917 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +63.7% | 42,756 | $1.2M |
| CRA Financial Services, LLC | 0.16% | Reduce -1.3% | 42,326 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +140.0% | 40,191 | $1.1M |
| Grantvest Financial Group LLC | 0.73% | Add +106.1% | 37,795 | $1.1M |
| Crewe Advisors LLC | 0.10% | New | 36,295 | $1.0M |
| Middleton & Co. Inc. | 0.11% | No change | 36,117 | $1.0M |
| Old Mission Capital LLC | 0.04% | New | 35,689 | $1.0M |
| Crosspoint Financial, LLC | 2.37% | No change | 34,413 | $965K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -32.2% | 31,831 | $893K |
| Crown Wealth Group, LLC | 0.26% | New | 31,244 | $876K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -32.5% | 29,067 | $815K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -21.2% | 28,210 | $791K |
| NBZ Investment Advisors LLC | 0.37% | Reduce -13.6% | 25,165 | $706K |
| Cetera Investment Advisers | 0.00% | Add +111.4% | 23,484 | $659K |
| Cypress Wealth Services, LLC | 0.10% | No change | 21,814 | $612K |
| Blue Sky Capital Consultants Group, Inc. | 0.27% | New | 21,665 | $608K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -22.2% | 20,195 | $566K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -88.5% | 20,094 | $564K |
| BIP Wealth, LLC | 0.02% | New | 17,547 | $492K |
| Foundations Investment Advisors, LLC | 0.01% | New | 15,538 | $436K |
| LPL Financial LLC | 0.00% | New | 15,508 | $435K |
| Envestnet Asset Management Inc. | 0.00% | New | 13,990 | $392K |
| Weaver Consulting Group | 0.10% | Reduce -2.2% | 13,500 | $379K |
| BCGM Wealth Management, LLC | 0.09% | No change | 12,944 | $363K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 10,709 | $300K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,380 | $291K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,960 | $279K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 7,939 | $223K |
| Harbour Investments, Inc. | 0.00% | New | 7,278 | $204K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,507 | $98K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.8% | 2,850 | $80K |
| Advisory Services Network, LLC | 0.00% | New | 1,436 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.3% | 1,151 | $32K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,028 | $29K |
| Cwm, LLC | 0.00% | New | 844 | $24K |
| Royal Bank of Canada | 0.00% | No change | 615 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 478 | $13K |
| AE Wealth Management LLC | 0.00% | New | 86 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $1K |
"% 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.