ISHARES TR

Ticker: DMAX CUSIP: 46438G471 Class: LARGE CAP MAX BU

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BIP Wealth, LLC836,051$22,297
Crown Wealth Group, LLC482,027$12,856
BlackRock, Inc.400,000$10,668
FC Advisory LLC97,264$2,594
Grantvest Financial Group LLC66,782$1,781
MORGAN STANLEY57,558$1,535
MERCER GLOBAL ADVISORS INC /ADV55,025$1,468
Blue Sky Capital Consultants Group, Inc.48,709$1,299
Crewe Advisors LLC37,807$1,008
ATX Financial Planning, LLC34,826$929
Amplius Wealth Advisors, LLC29,647$791
Creative Planning27,420$731
Cetera Investment Advisers20,081$536
Lido Advisors, LLC16,394$437
High Falls Advisors, Inc14,863$396
Shared Vision Wealth Group LLC14,254$381
ENVESTNET ASSET MANAGEMENT INC12,074$322
Kestra Investment Management, LLC12,074$322
ARS Investment Partners, LLC9,990$266
MIDDLETON & CO INC/MA9,550$255
Kovack Advisors, Inc.9,368$250
OneDigital Investment Advisors LLC9,113$243
Elwood & Goetz Wealth Advisory Group, LLC8,693$232
CITADEL ADVISORS LLC8,514$227
Prosperity Consulting Group, LLC7,827$209
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO900$24
Parallel Advisors, LLC600$16
Bernard Wealth Management Corp.371$10
IFP Advisors, Inc35$1
Farther Finance Advisors, LLC10$0
Total (30 institutions)2,327,827$62,084