DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (MMAX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
19
Reporting holders
$56.6M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $16.0M | 580,470 | 0 | 0 | 3 | 0.0% |
| Q2 2026 | 19 | $56.6M | 2,090,771 | 4 | 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 | 17 | $28.0M | 1,071,813 | 6 | 2 | 3 | 0.0% |
| Q2 2025 | 12 | $31.1M | 1,211,391 | 12 | 0 | 0 | 0.0% |