Public ownership evidence

iShares Large Cap Max Buffer Dec ETF (DMAX) Ownership Disclosures

Read DMAX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Large Cap Max Buffer Dec ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bernard Wealth Management Corp.
Report period
2026-06-30
Available
2026-08-22
Reported shares
371
Value (USD)
$10,144
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002056313-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DMAX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DMAX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bernard Wealth Management Corp.2026-06-302026-08-22371$10,144None
ATX Financial Planning, LLC2026-06-302026-08-2139,883$1,090,393None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2055,025$1,504,373None
OLD MISSION CAPITAL LLC2026-06-302026-08-1512,019$328,597None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1517,948$490,695None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,723$238,485None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15118$3,226None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,641$44,865None
Ausdal Financial Partners, Inc.2026-06-302026-08-1519,641$536,981None
CITADEL ADVISORS LLC2026-06-302026-08-1527,261$745,310None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15152,478$4,168,718None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,343$419,475None
Creative Planning2026-06-302026-08-1427,420$749,657None
Prosperity Consulting Group, LLC2026-06-302026-08-147,827$213,989None
Integrated Wealth Concepts LLC2026-06-302026-08-13600$16,404None
Cetera Investment Advisers2026-06-302026-08-1336,392$994,957None
Advisory Services Network, LLC2026-06-302026-08-1320,236$553,248None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,683$46,013None
JPMORGAN CHASE & CO2026-06-302026-08-136,497$177,336None
JPMORGAN CHASE & CO2026-06-302026-08-13437$11,928None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1255,025$1,504,373None
MIDDLETON & CO INC/MA2026-06-302026-08-1111,800$322,610None
Grantvest Financial Group LLC2026-06-302026-08-083,662$100,110None
Grantvest Financial Group LLC2026-06-302026-08-0858,859$1,609,183None
BlackRock, Inc.2026-06-302026-08-08400,000$10,935,920None
CROSSPOINT FINANCIAL, LLC2026-06-302026-08-0821,683$592,815None
OneDigital Investment Advisors LLC2026-06-302026-08-088,613$235,478None
Sigma Planning Corp2026-06-302026-08-087,839$214,317None
Lido Advisors, LLC2026-06-302026-08-0816,394$448,211None
Kestra Investment Management, LLC2026-06-302026-08-0648,847$1,335,467None
Blue Sky Capital Consultants Group, Inc.2026-06-302026-08-0551,506$1,408,164None
SAGESPRING WEALTH PARTNERS, LLC2026-06-302026-08-0416,492$450,888None
AE Wealth Management LLC2026-06-302026-08-04211$5,769None
BIP Wealth, LLC2026-06-302026-08-04736,972$20,148,657None
Smith & Howard Wealth Management, LLC2026-06-302026-08-0423,422$640,353None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0489,962$2,459,543None
Shared Vision Wealth Group LLC2026-06-302026-08-0114,254$389,702None
Kovack Advisors, Inc.2026-06-302026-07-309,353$255,685None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-30114,196$3,122,096None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3013,533$370,000None
Kestra Advisory Services, LLC2026-06-302026-07-2954,814$1,498,602None
Crewe Advisors LLC2026-06-302026-07-2557,241$1,564,958None
Strategic Blueprint, LLC2026-06-302026-07-2417,165$469,288None
J. L. Bainbridge & Co., Inc.2026-06-302026-07-23581,471$15,897,301None
Crown Wealth Group, LLC2026-06-302026-07-22513,454$14,037,737None
Blue Trust, Inc.2026-06-302026-07-221,450$39,643None
IFP Advisors, Inc2026-06-302026-07-2180$2,187None
Farther Finance Advisors, LLC2026-06-302026-07-182,345$64,119None
Amplius Wealth Advisors, LLC2026-06-302026-07-1829,647$810,543None
Encompass More Asset Management2026-06-302026-07-1526,797$732,625None

90-day public filing window, up to 50 source positions.

Bernard Wealth Management Corp. ↗ATX Financial Planning, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗Ausdal Financial Partners, Inc. ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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