Ishares Tr

CUSIP 46438G612LARGE CAP MAX BUMAXJQ1 2026

13D / 13G Filings

Schedule 13D/13G on record

Beneficial Filers

Distinct reporting persons

Largest Stake

13.9%

Max % of class reported

Institutional Holders

13F filers (latest quarter)

5 filings · latest Jul 15, 2025

#	Filed	Reporting Person	Form	% of Class	Shares	Filing
1	Jul 15, 2025	Blackrock Portfolio Management LLC	13G/A	—	—	SEC
2	Apr 22, 2025	Blackrock, Inc.	13G/A	—	—	SEC
3	Apr 15, 2025	Blackrock Portfolio Management LLC	13G	6.7%	305.0K	SEC
4	Sep 10, 2024	Blackrock Inc.	13G/A	6.3%	400.0K	SEC
5	Aug 7, 2024	Blackrock Inc.	13G	13.9%	400.0K	SEC

Largest reported positions · latest quarter

#	Fund	Shares	Value
1	J. L. Bainbridge & Co., Inc.	902.2K	$25.40M
2	Bip Wealth, LLC	900.6K	$25.36M
3	Ashton Thomas Securities, LLC	92.1K	$2.59M
4	Client First Capital LLC	90.4K	$2.55M
5	Ashton Thomas Private Wealth, LLC	74.7K	$2.10M
6	Panoramic Investment Advisors, LLC	69.2K	$1.95M
7	Fc Advisory LLC	64.6K	$1.82M
8	Hightower Advisors, LLC	59.2K	$1.67M
9	Balboa Wealth Partners	53.8K	$1.51M
10	Cra Financial Services, LLC	40.3K	$1.14M