ISHARES TR (DMAX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
46
Reporting holders
$98.5M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BIP Wealth, LLC | $20.1M | 736,972 | 0.57% | 3q | -3.1%-$654.7K |
| J. L. Bainbridge & Co., Inc. | $15.9M | 581,471 | 1.25% | 2q | -14.8%-$2.8M |
| Crown Wealth Group, LLC | $14.0M | 513,454 | 3.57% | 4q | +3.0%+$407.0K |
| BlackRock, Inc. | $10.9M | 400,000 | 0.00% | 6q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 167,821 | 0.00% | 2q | +34.3%+$1.2M |
| FC Advisory LLC | $4.2M | 153,596 | 1.11% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $3.1M | 114,196 | 0.07% | 2q | +46.8%+$995.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.0M | 110,050 | 0.00% | 3q | +100.0%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 89,962 | 0.00% | 6q | HELD |
| Grantvest Financial Group LLC | $1.7M | 62,521 | 0.99% | 6q | -2.5%-$43.9K |
| Crewe Advisors LLC | $1.6M | 57,241 | 0.11% | 6q | -24.4%-$504.4K |
| Kestra Advisory Services, LLC | $1.5M | 54,814 | 0.00% | new | NEW |
| Blue Sky Capital Consultants Group, Inc. | $1.4M | 51,506 | 0.60% | 6q | +2.1%+$29.0K |
| Kestra Investment Management, LLC | $1.3M | 48,847 | 0.03% | new | NEW |
| ATX Financial Planning, LLC | $1.1M | 39,883 | 0.72% | 3q | -8.4%-$99.4K |
| Cetera Investment Advisers | $995.0K | 36,392 | 0.00% | 5q | +59.8%+$372.5K |
| Amplius Wealth Advisors, LLC | $810.5K | 29,647 | 0.06% | 5q | HELD |
| Creative Planning | $749.7K | 27,420 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $745.3K | 27,261 | 0.00% | 3q | -7.8%-$63.0K |
| Encompass More Asset Management | $732.6K | 26,797 | 0.11% | 2q | -16.8%-$147.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $729.2K | 26,671 | 0.00% | 2q | -23.6%-$224.7K |
| Smith & Howard Wealth Management, LLC | $640.4K | 23,422 | 0.13% | 2q | HELD |
| CROSSPOINT FINANCIAL, LLC | $592.8K | 21,683 | 1.36% | 2q | HELD |
| Advisory Services Network, LLC | $553.2K | 20,236 | 0.01% | 2q | +1.2%+$6.3K |
| Ausdal Financial Partners, Inc. | $537.0K | 19,641 | 0.02% | 2q | HELD |
| Strategic Blueprint, LLC | $469.3K | 17,165 | 0.02% | 2q | -4.1%-$20.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $450.9K | 16,492 | 0.01% | 2q | -2.2%-$10.0K |
| Lido Advisors, LLC | $448.2K | 16,394 | 0.00% | 3q | HELD |
| Shared Vision Wealth Group LLC | $389.7K | 14,254 | 0.13% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $370.0K | 13,533 | 0.00% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $328.6K | 12,019 | 0.01% | 2q | -64.6%-$600.1K |
| MIDDLETON & CO INC/MA | $322.6K | 11,800 | 0.03% | 6q | -23.1%-$97.1K |
| ARS Investment Partners, LLC | $273.1K | 9,990 | 0.01% | 5q | HELD |
| Kovack Advisors, Inc. | $255.7K | 9,353 | 0.01% | 3q | HELD |
| OneDigital Investment Advisors LLC | $235.5K | 8,613 | 0.00% | 3q | HELD |
| Sigma Planning Corp | $214.3K | 7,839 | 0.01% | new | NEW |
| Prosperity Consulting Group, LLC | $214.0K | 7,827 | 0.01% | 4q | HELD |
| JPMORGAN CHASE & CO | $189.3K | 6,934 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $64.1K | 2,345 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $48.1K | 1,759 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $46.0K | 1,683 | 0.00% | 2q | HELD |
| Blue Trust, Inc. | $39.6K | 1,450 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $16.4K | 600 | 0.00% | new | NEW |
| Bernard Wealth Management Corp. | $10.1K | 371 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $5.8K | 211 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.2K | 80 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $98.5M | 3,602,216 | 8 | 7 | 12 | 0.0% |
| Q1 2026 | 43 | $96.3M | 3,624,950 | 18 | 11 | 3 | 0.0% |
| Q4 2025 | 30 | $62.1M | 2,327,827 | 11 | 6 | 6 | 0.0% |
| Q3 2025 | 26 | $56.5M | 2,137,693 | 3 | 2 | 12 | 0.0% |
| Q2 2025 | 25 | $46.0M | 1,782,227 | 12 | 3 | 3 | 0.0% |
| Q1 2025 | 16 | $40.8M | 1,636,025 | 16 | 0 | 0 | 0.0% |