ISHARES TR (MMAX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
20
Reporting holders
$56.6M
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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | $21.2M | 783,235 | 0.80% | new | NEW |
| BlackRock, Inc. | $10.8M | 400,000 | 0.00% | 5q | HELD |
| BIP Wealth, LLC | $7.8M | 288,154 | 0.22% | 3q | -3.4%-$270.7K |
| J. L. Bainbridge & Co., Inc. | $5.2M | 193,208 | 0.41% | 5q | +25.5%+$1.1M |
| FC Advisory LLC | $2.5M | 92,299 | 0.66% | 5q | +37.7%+$683.3K |
| JIM SAULNIER & ASSOCIATES, LLC | $2.2M | 82,922 | 0.90% | 5q | -18.4%-$504.8K |
| Crewe Advisors LLC | $1.3M | 47,527 | 0.09% | 5q | -23.0%-$384.7K |
| Blue Sky Capital Consultants Group, Inc. | $1.1M | 40,058 | 0.46% | 4q | +375.4%+$855.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 37,805 | 0.00% | 4q | +87.5%+$477.4K |
| CAPTRUST FINANCIAL ADVISORS | $882.3K | 32,611 | 0.00% | 5q | +121.2%+$483.5K |
| OLD MISSION CAPITAL LLC | $539.1K | 19,926 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $453.5K | 16,761 | 0.00% | 2q | -0.8%-$3.8K |
| ENVESTNET ASSET MANAGEMENT INC | $388.5K | 14,358 | 0.00% | 2q | -1.6%-$6.3K |
| RAYMOND JAMES FINANCIAL INC | $377.4K | 13,950 | 0.00% | new | NEW |
| Grantvest Financial Group LLC | $288.8K | 10,674 | 0.17% | 5q | HELD |
| Kovack Advisors, Inc. | $275.3K | 10,174 | 0.01% | 3q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $148.7K | 5,497 | 0.01% | 3q | HELD |
| Blue Trust, Inc. | $39.4K | 1,457 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $16.2K | 600 | 0.00% | new | NEW |
| IFP Advisors, Inc | $4.2K | 155 | 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 | 20 | $56.6M | 2,091,371 | 5 | 5 | 5 | 0.0% |
| Q1 2026 | 17 | $31.6M | 1,189,556 | 3 | 4 | 3 | 0.0% |
| Q4 2025 | 16 | $26.0M | 992,355 | 3 | 2 | 4 | 0.0% |
| Q3 2025 | 16 | $27.8M | 1,062,737 | 5 | 2 | 3 | 0.0% |
| Q2 2025 | 12 | $31.1M | 1,211,391 | 12 | 0 | 0 | 0.0% |