IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares LG Cap MAX Buff JUN (MAXJ)

CUSIP: 46438G612 | NYSE | 78 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

BIP Wealth, LLC922,327
0.7% of portfolio›$27.2M
J. L. Bainbridge & Co., Inc.484,465
1.1% of portfolio›$14.3M
Kestra Advisory Services, LLC129,902
0.0% of portfolio›$3.8M
Ashton Thomas Private Wealth, LLC107,496
0.1% of portfolio›$3.2M
FC Advisory LLC98,006
0.8% of portfolio›$2.9M
Client First Capital LLC88,663
1.0% of portfolio›$2.6M
Commonwealth Equity Services, LLC62,074
0.0% of portfolio›$1.8M
Diversify Wealth Management, LLC61,581
0.0% of portfolio›$1.8M
Diversify Advisory Services, LLC61,581
0.0% of portfolio›$1.8M
Balboa Wealth Partners48,400
0.2% of portfolio›$1.4M
Blue Sky Capital Consultants Group, Inc.39,263
0.5% of portfolio›$1.2M
CRA Financial Services, LLC36,836
0.1% of portfolio›$1.1M
Grantvest Financial Group LLC27,952
0.5% of portfolio›$824.0K
Ashton Thomas Securities, LLC25,776
0.1% of portfolio›$759.9K
Encompass More Asset Management24,837
0.1% of portfolio›$732.2K
Kestra Investment Management, LLC23,056
0.0% of portfolio›$679.7K
Crosspoint Financial, LLC22,381
1.3% of portfolio›$659.8K
Cypress Wealth Services, LLC21,997
0.1% of portfolio›$651.9K
Middleton & Co Inc21,217
0.1% of portfolio›$625.5K
NBZ Investment Advisors LLC19,321
0.2% of portfolio›$569.6K
LPL Financial LLC17,100
0.0% of portfolio›$504.1K
Cambridge Investment Research Advisors, Inc.13,074
0.0% of portfolio›$385
Weaver Consulting Group12,935
0.1% of portfolio›$381.3K
Sigma Planning Corp10,275
0.0% of portfolio›$302.9K
Atria Investments, Inc10,184
0.0% of portfolio›$300.2K
ARS Investment Partners, LLC9,960
0.0% of portfolio›$293.6K
Signal Advisors Wealth, LLC9,548
0.0% of portfolio›$281.5K
ARS Wealth Advisors Group, LLC7,939
0.0% of portfolio›$234.0K
Trek Financial, LLC7,787
0.0% of portfolio›$229.6K
Amplius Wealth Advisors, LLC7,252
0.0% of portfolio›$213.8K
Farther Finance Advisors, LLC5,384
0.0% of portfolio›$158.7K
IFP Advisors, Inc375
0.0% of portfolio›$11.1K
Comprehensive Financial Planning, Inc.10
0.0% of portfolio›$300
StyleTurnoverLocationFiled
BIP Wealth, LLC
922,327$27.2M0.7%ETFMediumAtlanta, GA2026-10-22
J. L. Bainbridge & Co., Inc.
484,465$14.3M1.1%GrowthLowSarasota, FL2026-10-20
Kestra Advisory Services, LLC
129,902$3.8M0.0%CoreLowAustin, TX2026-11-02
Ashton Thomas Private Wealth, LLC
107,496$3.2M0.1%CoreMediumScottsdale, AZ2026-11-03
FC Advisory LLC
98,006$2.9M0.8%ETFVery LowWest Chester, PA2026-10-05
Client First Capital LLC
88,663$2.6M1.0%ETFMediumSan Diego, CA2026-10-22
Commonwealth Equity Services, LLC
62,074$1.8M0.0%ETFLowWaltham, MA2026-11-02
Diversify Wealth Management, LLC
61,581$1.8M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
61,581$1.8M0.0%GrowthLowSandy, UT2026-10-20
Balboa Wealth Partners
48,400$1.4M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Blue Sky Capital Consultants Group, Inc.
39,263$1.2M0.5%GrowthMediumPoway, CA2026-10-13
CRA Financial Services, LLC
36,836$1.1M0.1%ETFVery LowNorthfield, NJ2026-10-16
Grantvest Financial Group LLC
27,952$824.0K0.5%ETFLowMatawan, NJ2026-10-21
Ashton Thomas Securities, LLC
25,776$759.9K0.1%ETFMediumRochester, NY2026-10-26
Encompass More Asset Management
24,837$732.2K0.1%ETFHighDanville, CA2026-10-16
Kestra Investment Management, LLC
23,056$679.7K0.0%ETFMediumAustin, TX2026-11-04
Crosspoint Financial, LLC
22,381$659.8K1.3%ValueMediumTustin, CA2026-11-03
Cypress Wealth Services, LLC
21,997$651.9K0.1%ETFLowPalm Desert, CA2026-10-21
Middleton & Co Inc
21,217$625.5K0.1%GrowthLowBoston, MA2026-10-23
NBZ Investment Advisors LLC
19,321$569.6K0.2%ETFLowKnoxville, TN2026-10-30
LPL Financial LLC
17,100$504.1K0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
13,074$3850.0%ETFLowFairfield, IA2026-11-02
Weaver Consulting Group
12,935$381.3K0.1%ETFLowHuntington Beach, CA2026-10-07
Sigma Planning Corp
10,275$302.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Atria Investments, Inc
10,184$300.2K0.0%CoreMediumCharlotte, NC2026-10-15
ARS Investment Partners, LLC
9,960$293.6K0.0%GrowthMediumNew York, NY2026-11-05
Signal Advisors Wealth, LLC
9,548$281.5K0.0%ETFLowDetroit, MI2026-10-13
ARS Wealth Advisors Group, LLC
7,939$234.0K0.0%CoreLowSt. Petersburg, FL2026-10-16
Trek Financial, LLC
7,787$229.6K0.0%ETFHighScottsdale, AZ2026-10-29
Amplius Wealth Advisors, LLC
7,252$213.8K0.0%ETFLowBlue Bell, PA2026-10-20
Farther Finance Advisors, LLC
5,384$158.7K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
375$11.1K0.0%GrowthLowTampa, FL2026-10-16
Comprehensive Financial Planning, Inc.
10$3000.0%Agg GrowthLowEast Petersburg, PA2026-10-27