Ishares LG Cap MAX Buff DEC (DMAX)

CUSIP: 46438G471 | NYSE | 60 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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BIP Wealth, LLC760,441

0.6% of portfolio$21.2M

Crown Wealth Group, LLC504,884

3.5% of portfolio$14.0M

J. L. Bainbridge & Co., Inc.490,154

1.0% of portfolio$13.6M

FC Advisory LLC153,436

1.1% of portfolio$4.3M

Ashton Thomas Private Wealth, LLC114,554

0.1% of portfolio$3.2M

Kestra Advisory Services, LLC104,690

0.0% of portfolio$2.9M

Grantvest Financial Group LLC61,791

1.0% of portfolio$1.7M

Kestra Investment Management, LLC42,962

0.0% of portfolio$1.2M

Blue Sky Capital Consultants Group, Inc.40,110

0.5% of portfolio$1.1M

ATX Financial Planning, LLC39,463

0.7% of portfolio$1.1M

Creative Planning27,420

0.0% of portfolio$762.8K

Encompass More Asset Management26,555

0.1% of portfolio$738.7K

Smith & Howard Wealth Management, LLC23,422

0.1% of portfolio$651.6K

Crosspoint Financial, LLC21,683

1.2% of portfolio$603.2K

Amplius Wealth Advisors, LLC19,000

0.0% of portfolio$528.6K

Strategic Blueprint, LLC17,165

0.0% of portfolio$477.5K

Sagespring Wealth Partners, LLC15,969

0.0% of portfolio$444.3K

Middleton & Co Inc11,800

0.0% of portfolio$328.3K

Commonwealth Equity Services, LLC11,709

0.0% of portfolio$325.7K

Cambridge Investment Research Advisors, Inc.10,593

0.0% of portfolio$295

ARS Investment Partners, LLC9,990

0.0% of portfolio$277.9K

Farther Finance Advisors, LLC2,345

0.0% of portfolio$65.2K

IFP Advisors, Inc80

0.0% of portfolio$2.2K

				Style	Turnover	Location	Filed
BIP Wealth, LLC	760,441	$21.2M	0.6%	ETF	Medium	Atlanta, GA	2026-10-22
Crown Wealth Group, LLC	504,884	$14.0M	3.5%	ETF	Medium	Charlotte, NC	2026-10-19
J. L. Bainbridge & Co., Inc.	490,154	$13.6M	1.0%	Growth	Low	Sarasota, FL	2026-10-20
FC Advisory LLC	153,436	$4.3M	1.1%	ETF	Very Low	West Chester, PA	2026-10-05
Ashton Thomas Private Wealth, LLC	114,554	$3.2M	0.1%	Core	Medium	Scottsdale, AZ	2026-11-03
Kestra Advisory Services, LLC	104,690	$2.9M	0.0%	Core	Low	Austin, TX	2026-11-02
Grantvest Financial Group LLC	61,791	$1.7M	1.0%	ETF	Low	Matawan, NJ	2026-10-21
Kestra Investment Management, LLC	42,962	$1.2M	0.0%	ETF	Medium	Austin, TX	2026-11-04
Blue Sky Capital Consultants Group, Inc.	40,110	$1.1M	0.5%	Growth	Medium	Poway, CA	2026-10-13
ATX Financial Planning, LLC	39,463	$1.1M	0.7%	ETF	High	Austin, TX	2026-10-14
Creative Planning	27,420	$762.8K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Encompass More Asset Management	26,555	$738.7K	0.1%	ETF	High	Danville, CA	2026-10-16
Smith & Howard Wealth Management, LLC	23,422	$651.6K	0.1%	ETF	Low	Atlanta, GA	2026-10-27
Crosspoint Financial, LLC	21,683	$603.2K	1.2%	Value	Medium	Tustin, CA	2026-11-03
Amplius Wealth Advisors, LLC	19,000	$528.6K	0.0%	ETF	Low	Blue Bell, PA	2026-10-20
Strategic Blueprint, LLC	17,165	$477.5K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Sagespring Wealth Partners, LLC	15,969	$444.3K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Middleton & Co Inc	11,800	$328.3K	0.0%	Growth	Low	Boston, MA	2026-10-23
Commonwealth Equity Services, LLC	11,709	$325.7K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Cambridge Investment Research Advisors, Inc.	10,593	$295	0.0%	ETF	Low	Fairfield, IA	2026-11-02
ARS Investment Partners, LLC	9,990	$277.9K	0.0%	Growth	Medium	New York, NY	2026-11-05
Farther Finance Advisors, LLC	2,345	$65.2K	0.0%	Index	Low	San Francisco, CA	2026-10-08
IFP Advisors, Inc	80	$2.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16