MAXJ Institutional Ownership
iShares Trust - iShares Large Cap Max Buffer Jun ETF
1W: +0.1%
1M: +0.3%
YTD: +0.4%
$29.55
+0.06 (+0.22%)
Weekly Expected Move ±0.4%
$29
$29
$30
$30
$30
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — MAXJ
52
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
75M
Total Invested
5
New Positions
11
Increased
23
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (55 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BIP Wealth, LLC | 831,835 | $25M | -68,757 | -7.6% | 4Q | SEC ↗ |
| 2 | J. L. Bainbridge & Co., Inc. | 552,310 | $16M | -349,860 | -38.8% | 8Q | SEC ↗ |
| 3 | Ashton Thomas Private Wealth, LLC | 107,577 | $3M | +32,884 | +44.0% | 4Q | SEC ↗ |
| 4 | Client First Capital LLC | 89,249 | $3M | -1,174 | -1.3% | 4Q | SEC ↗ |
| 5 | PANORAMIC INVESTMENT ADVISORS, LLC | 69,150 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 6 | FC Advisory LLC | 63,301 | $2M | -1,252 | -1.9% | 5Q | SEC ↗ |
| 7 | Diversify Advisory Services, LLC NEW | 59,653 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 59,653 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 56,450 | $2M | -2,767 | -4.7% | 8Q | SEC ↗ |
| 10 | Balboa Wealth Partners | 53,797 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 11 | CRA Financial Services, LLC | 37,836 | $1M | -2,500 | -6.2% | 8Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 37,034 | $1M | +12,181 | +49.0% | 8Q | SEC ↗ |
| 13 | Crewe Advisors LLC | 36,295 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 34,501 | $1M | -449 | -1.3% | 7Q | SEC ↗ |
| 15 | CROSSPOINT FINANCIAL, LLC | 32,454 | $959K | — | +0.0% | 6Q | SEC ↗ |
| 16 | Blue Sky Capital Consultants Group, In | 31,344 | $926K | +12,335 | +64.9% | 4Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 30,451 | $900K | -3,403 | -10.1% | 8Q | SEC ↗ |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 29,595 | $875K | — | +0.0% | 1Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 29,463 | $871K | -2,772 | -8.6% | 8Q | SEC ↗ |
| 20 | Grantvest Financial Group LLC | 26,201 | $774K | -6,406 | -19.6% | 7Q | SEC ↗ |
| 21 | Encompass More Asset Management | 25,066 | $741K | -5,111 | -16.9% | 4Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 25,006 | $739K | +6,592 | +35.8% | 3Q | SEC ↗ |
| 23 | Amplius Wealth Advisors, LLC | 24,249 | $717K | -2,003 | -7.6% | 7Q | SEC ↗ |
| 24 | Cypress Wealth Services, LLC | 21,997 | $650K | — | +0.0% | 5Q | SEC ↗ |
| 25 | MIDDLETON & CO INC/MA | 21,067 | $623K | -2,000 | -8.7% | 8Q | SEC ↗ |
| 26 | OneDigital Investment Advisors LLC | 20,445 | $604K | +1,350 | +7.1% | 8Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 20,429 | $604K | +1,597 | +8.5% | 2Q | SEC ↗ |
| 28 | Tradition Wealth Management, LLC | 20,156 | $596K | — | +0.0% | 8Q | SEC ↗ |
| 29 | NBZ Investment Advisors LLC | 19,321 | $571K | — | +0.0% | 7Q | SEC ↗ |
| 30 | LPL Financial LLC | 17,100 | $505K | +3,877 | +29.3% | 4Q | SEC ↗ |
| 31 | BCGM Wealth Management, LLC | 13,045 | $386K | — | +0.0% | 8Q | SEC ↗ |
| 32 | Weaver Consulting Group | 12,935 | $382K | -565 | -4.2% | 8Q | SEC ↗ |
| 33 | Sigma Planning Corp | 10,275 | $304K | +1,347 | +15.1% | 2Q | SEC ↗ |
| 34 | Proficio Capital Partners LLC | 9,995 | $295K | -385 | -3.7% | 6Q | SEC ↗ |
| 35 | ARS Investment Partners, LLC | 9,960 | $294K | — | +0.0% | 8Q | SEC ↗ |
| 36 | Ausdal Financial Partners, Inc. NEW | 9,671 | $286K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,434 | $249K | -6,984 | -45.3% | 8Q | SEC ↗ |
| 38 | ARS Wealth Advisors Group, LLC | 7,939 | $235K | — | +0.0% | 8Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 7,278 | $215K | — | +0.0% | 4Q | SEC ↗ |
| 40 | Geneos Wealth Management Inc. | 3,507 | $104K | — | +0.0% | 7Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 2,914 | $86K | -27 | -0.9% | 7Q | SEC ↗ |
| 42 | EFG International AG | 2,636 | $78K | — | +0.0% | 3Q | SEC ↗ |
| 43 | Blue Trust, Inc. NEW | 1,363 | $40K | — | +0.0% | 1Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 1,038 | $31K | +1,018 | +5090.0% | 8Q | SEC ↗ |
| 45 | AE Wealth Management LLC | 206 | $6K | +120 | +139.5% | 4Q | SEC ↗ |
| 46 | IFP Advisors, Inc | 125 | $4K | +75 | +150.0% | 5Q | SEC ↗ |
| 47 | CWM, LLC | 75 | $2K | -769 | -91.1% | 3Q | SEC ↗ |
| 48 | Snowden Capital Advisors LLC | 0 | $0K | -9,606 | -100.0% | 6Q | SEC ↗ |
| 49 | Advisory Services Network, LLC | 0 | $0K | -1,436 | -100.0% | 1Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -900 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 59,653 | $2M |
| Diversify Advisory Services, LLC | 59,653 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 29,595 | $875K |
| Ausdal Financial Partners, Inc. | 9,671 | $286K |
| Blue Trust, Inc. | 1,363 | $40K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | 92,109 | $3M |
| Foundations Investment Advisors, LL | 22,185 | $656K |
| OLD MISSION CAPITAL LLC | 18,909 | $559K |
| Snowden Capital Advisors LLC | 9,606 | $284K |
| BANK OF AMERICA CORP /DE | 3,540 | $105K |
| Advisory Services Network, LLC | 1,436 | $42K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 900 | $27K |
| Physician Wealth Advisors, Inc. | 478 | $14K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | +32,884 | +44.0% | 107,577 |
| Blue Sky Capital Consultants Group, | +12,335 | +64.9% | 31,344 |
| Cetera Investment Advisers | +12,181 | +49.0% | 37,034 |
| JANE STREET GROUP, LLC | +6,592 | +35.8% | 25,006 |
| LPL Financial LLC | +3,877 | +29.3% | 17,100 |
| ENVESTNET ASSET MANAGEMENT INC | +1,597 | +8.5% | 20,429 |
| OneDigital Investment Advisors LLC | +1,350 | +7.1% | 20,445 |
| Sigma Planning Corp | +1,347 | +15.1% | 10,275 |
| OSAIC HOLDINGS, INC. | +1,018 | +5090.0% | 1,038 |
| AE Wealth Management LLC | +120 | +139.5% | 206 |
| IFP Advisors, Inc | +75 | +150.0% | 125 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | -349,860 | -38.8% | 552,310 |
| BIP Wealth, LLC | -68,757 | -7.6% | 831,835 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -6,984 | -45.3% | 8,434 |
| Grantvest Financial Group LLC | -6,406 | -19.6% | 26,201 |
| Encompass More Asset Management | -5,111 | -16.9% | 25,066 |
| Kestra Advisory Services, LLC | -3,403 | -10.1% | 30,451 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,772 | -8.6% | 29,463 |
| HighTower Advisors, LLC | -2,767 | -4.7% | 56,450 |
| CRA Financial Services, LLC | -2,500 | -6.2% | 37,836 |
| Amplius Wealth Advisors, LLC | -2,003 | -7.6% | 24,249 |
| MIDDLETON & CO INC/MA | -2,000 | -8.7% | 21,067 |
| FC Advisory LLC | -1,252 | -1.9% | 63,301 |
| Client First Capital LLC | -1,174 | -1.3% | 89,249 |
| CWM, LLC | -769 | -91.1% | 75 |
| Weaver Consulting Group | -565 | -4.2% | 12,935 |
| CITADEL ADVISORS LLC | -449 | -1.3% | 34,501 |
| Proficio Capital Partners LLC | -385 | -3.7% | 9,995 |
| Farther Finance Advisors, LLC | -27 | -0.9% | 2,914 |