iShares Larg CM Buff Mar ETFMMAXETF

13F holders, Q2 2026 (June 30)
19holders +2
4new positions
2sold out
$27.05avg. 13F price*

At the end of Q2 2026, 19 institutions reported holding iShares Larg CM Buff Mar ETF (MMAX) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Prosperity Consulting Group, LLC ($21.2M), BlackRock, Inc. ($10.8M) and BIP Wealth, LLC ($7.8M).

Company
iShares Larg CM Buff Mar ETF
CUSIP
46438G455
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q2 2025: 12Q2 2025Q3 2025: 16Q3 2025Q4 2025: 16Q4 2025Q1 2026: 17Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$22.1M
Exits2$154K

All 13F filers, Q1 2026 → Q2 2026: 950,288 shares bought and 49,073 shares sold, net +901,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Prosperity Consulting Group, LLC 0.80% New 783,235 $21.2M
BlackRock, Inc. 0.00% No change 400,000 $10.8M
BIP Wealth, LLC 0.22% Reduce -3.4% 288,154 $7.8M
J. L. Bainbridge & Co., Inc. 0.42% Add +25.6% 193,208 $5.2M
FC Advisory LLC 0.66% Add +37.7% 92,299 $2.5M
Jim Saulnier & Associates, LLC 0.90% Reduce -18.4% 82,922 $2.2M
Crewe Advisors LLC 0.09% Reduce -23.0% 47,527 $1.3M
Blue Sky Capital Consultants Group, Inc. 0.46% Add +375.4% 40,058 $1.1M
Susquehanna International Group, LLP 0.00% Add +87.5% 37,805 $1.0M
Captrust Financial Advisors 0.00% Add +121.2% 32,611 $882K
Old Mission Capital LLC 0.01% New 19,926 $539K
Farther Finance Advisors, LLC 0.00% Reduce -0.8% 16,761 $453K
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 14,358 $388K
Raymond James Financial Inc. 0.00% New 13,950 $377K
Grantvest Financial Group LLC 0.17% No change 10,674 $289K
Kovack Advisors, Inc. 0.01% No change 10,174 $275K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 5,497 $149K
Blue Trust, Inc. 0.00% New 1,457 $39K
IFP Advisors, Inc 0.00% No change 155 $4K

"% of holder's portfolio" is MMAX's weight in each manager's 13F, not the share of iShares Larg CM Buff Mar ETF the manager owns.