Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares Large Cap Max Buffer Mar ETF include BlackRock, Inc., Strategic Blueprint, LLC, J. L. Bainbridge & Co., Inc., Jim Saulnier & Associates, Llc, FC Advisory LLC, Crewe Advisors LLC, Grantvest Financial Group LLC, Envestnet Asset Management Inc, Jane Street Group, Llc, Captrust Financial Advisors, Old Mission Capital Llc, IFP Advisors, Inc, and Proequities, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 100,264 | 2,575 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,760 | 456 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 40,003 | 1,027 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 320,900 | 8,242 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 67,694 | 1,739 | ||||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 152,324 | 3,912 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,741 | 379 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,148 | 286 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 61,748 | 1,586 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24,759 | 636 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 400,000 | 10,274 |
