Public ownership evidence

iShares Large Cap Max Buffer Jun ETF (MAXJ) Ownership Disclosures

Read MAXJ 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 Jun ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Proficio Capital Partners LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
9,995
Value (USD)
$291,154
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 0001214659-26-010442
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 MAXJ fundamentals

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

Read MAXJ 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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Proficio Capital Partners LLC2026-06-302026-08-189,995$291,154None
EFG International AG2026-06-302026-08-152,636$76,787None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,038$30,242None
JANE STREET GROUP, LLC2026-06-302026-08-1525,006$728,425None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,434$245,682None
Ausdal Financial Partners, Inc.2026-06-302026-08-159,671$281,703None
CITADEL ADVISORS LLC2026-06-302026-08-1534,501$1,005,014None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1469,150$2,014,340None
NBZ Investment Advisors LLC2026-06-302026-08-1419,321$562,821None
Cetera Investment Advisers2026-06-302026-08-1337,034$1,078,789None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-137,278$212,008None
Tradition Wealth Management, LLC2026-06-302026-08-1220,156$587,144None
Diversify Advisory Services, LLC2026-06-302026-08-1159,653$1,736,809None
Balboa Wealth Partners2026-06-302026-08-1153,797$1,567,099None
MIDDLETON & CO INC/MA2026-06-302026-08-1121,067$613,682None
Grantvest Financial Group LLC2026-06-302026-08-0826,201$763,235None
CROSSPOINT FINANCIAL, LLC2026-06-302026-08-0832,454$945,381None
OneDigital Investment Advisors LLC2026-06-302026-08-0820,445$595,550None
Sigma Planning Corp2026-06-302026-08-0810,275$299,305None
LPL Financial LLC2026-06-302026-08-0817,100$498,123None
Geneos Wealth Management Inc.2026-06-302026-08-073,507$102,159None
HighTower Advisors, LLC2026-06-302026-08-0656,450$1,644,377None
BCGM Wealth Management, LLC2026-06-302026-08-0513,045$379,989None
Blue Sky Capital Consultants Group, Inc.2026-06-302026-08-0531,344$913,051None
AE Wealth Management LLC2026-06-302026-08-04206$6,001None
BIP Wealth, LLC2026-06-302026-08-04831,835$24,231,344None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0420,429$595,108None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3159,653$1,736,809None
Weaver Consulting Group2026-06-302026-07-3012,935$376,797None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-30107,577$3,133,713None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3029,463$858,270None
AXXCESS WEALTH MANAGEMENT, LLC2026-06-302026-07-2929,595$862,105None
Kestra Advisory Services, LLC2026-06-302026-07-2930,451$887,045None
CRA Financial Services, LLC2026-06-302026-07-2537,836$1,102,176None
Crewe Advisors LLC2026-06-302026-07-2536,295$1,057,274None
J. L. Bainbridge & Co., Inc.2026-06-302026-07-23552,310$16,088,790None
Blue Trust, Inc.2026-06-302026-07-221,363$39,704None
IFP Advisors, Inc2026-06-302026-07-21125$3,641None
Farther Finance Advisors, LLC2026-06-302026-07-182,914$84,880None
Amplius Wealth Advisors, LLC2026-06-302026-07-1824,249$706,373None
ARS Wealth Advisors Group, LLC2026-06-302026-07-177,939$231,263None
Encompass More Asset Management2026-06-302026-07-1525,066$730,173None

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

Proficio Capital Partners LLC ↗EFG International AG ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Ausdal Financial Partners, Inc. ↗CITADEL ADVISORS LLC ↗PANORAMIC INVESTMENT ADVISORS, LLC ↗NBZ Investment Advisors LLC ↗Cetera Investment Advisers ↗

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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