Who owns iShares S&P Conservative Allocatn Fd ETF?
- Ticker: AOK
- CUSIP Number: 464289883
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Conservative Allocatn Fd ETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of iShares S&P Conservative Allocatn Fd ETF stock
Who bought or sold iShares S&P Conservative Allocatn Fd ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 569k | $19M | -7% | Sep 2023 |
|
Atlas Capital Advisors | 519k | $19M | 0% | Dec 2023 |
|
Wells Fargo & Company | 490k | $18M | 551% | Dec 2023 |
|
Raymond James & Associates | 436k | $16M | 1371% | Dec 2023 |
|
Lido Advisors | 348k | $13M | -1% | Dec 2023 |
|
BlackRock | 328k | $11M | -6% | Sep 2023 |
|
Win Advisors | 317k | $11M | 100% | Dec 2023 |
|
Bank of America Corporation | 245k | $8.9M | 81% | Dec 2023 |
|
Morgan Stanley | 198k | $6.7M | 16% | Sep 2023 |
|
Weaver Consulting Group | 160k | $5.8M | -3% | Dec 2023 |
|
Curran Financial Partners | 159k | $5.7M | -39% | Dec 2023 |
|
National Bank Of Canada /fi/ | 153k | $5.5M | -38% | Dec 2023 |
|
WNY Asset Management | 152k | $5.5M | 544% | Dec 2023 |
|
Investment Advisory Group | 145k | $5.2M | -2% | Dec 2023 |
|
Advisor Group Holdings | 134k | $4.9M | 3% | Dec 2023 |
|
AE Wealth Management | 131k | $4.7M | -68% | Dec 2023 |
|
Congress Asset Management | 130k | $4.7M | 262% | Dec 2023 |
|
Cambridge Investment Research Advisors | 116k | $4.2M | -16% | Dec 2023 |
|
Retireful | 101k | $3.6M | 100% | Dec 2023 |
|
Thrive Capital Management | 99k | $3.6M | -21% | Dec 2023 |
|
Archvest Wealth Advisors | 87k | $3.1M | -17% | Dec 2023 |
|
Brookstone Capital Management | 85k | $3.1M | -4% | Dec 2023 |
|
Trilogy Capital | 83k | $3.0M | -13% | Dec 2023 |
|
GeoWealth Management | 78k | $2.6M | -35% | Sep 2023 |
|
Ameriprise Financial | 75k | $2.6M | -1% | Sep 2023 |
|
Raymond James Financial Services Advisors | 75k | $2.7M | 219% | Dec 2023 |
|
Royal Bank of Canada | 74k | $2.7M | 26% | Dec 2023 |
|
Silver Oak Securities | 60k | $2.2M | 21% | Dec 2023 |
|
Consilium Wealth Advisory | 49k | $1.8M | -37% | Dec 2023 |
|
Ausdal Financial Partners | 48k | $1.7M | 0% | Dec 2023 |
|
Susquehanna International | 45k | $1.5M | 35% | Sep 2023 |
|
Legacy Capital Wealth Partners | 40k | $1.4M | 100% | Sep 2023 |
|
CI Private Wealth | 39k | $1.4M | 43% | Dec 2023 |
|
UBS Group | 39k | $1.4M | -1% | Dec 2023 |
|
Branch Banking & Trust Company | 38k | $1.4M | 100% | Dec 2023 |
|
Jane Street | 38k | $1.4M | -71% | Dec 2023 |
|
J.w. Cole Advisors | 36k | $1.3M | -26% | Dec 2023 |
|
Rothschild Investment Corp | 33k | $1.1M | 0% | Sep 2023 |
|
Multi-Financial Securities | 33k | $1.1M | 6% | Sep 2023 |
|
Atria Wealth Solutions | 32k | $1.2M | -11% | Dec 2023 |
|
Commonwealth Equity Services | 32k | $1.1M | -12% | Dec 2023 |
|
Citadel Advisors | 28k | $1.0M | 100% | Dec 2023 |
|
Janney Montgomery Scott | 28k | $1.0M | 189% | Dec 2023 |
|
Envestnet Asset Management | 28k | $942k | 103% | Sep 2023 |
|
Renaissance Technologies | 28k | $937k | 18% | Sep 2023 |
|
RDA Financial Network | 27k | $989k | -16% | Dec 2023 |
|
Goldman Sachs Group | 26k | $946k | 100% | Dec 2023 |
|
Capital Investment Advisory Services | 25k | $913k | -2% | Dec 2023 |
|
Assetmark | 25k | $895k | 9% | Dec 2023 |
|
Tiedemann Wealth Management | 24k | $825k | 0% | Sep 2023 |
|
Harbour Investments | 24k | $866k | 1% | Dec 2023 |
|
Stifel Financial | 22k | $778k | 191% | Dec 2023 |
|
Harwood Advisory | 21k | $761k | -6% | Dec 2023 |
|
Private Advisor | 19k | $687k | 1% | Dec 2023 |
|
Camarda Wealth Advisory | 19k | $670k | -5% | Dec 2023 |
|
Flagship Harbor Advisors | 17k | $614k | 5% | Dec 2023 |
|
Modera Wealth Management | 17k | $605k | 1% | Dec 2023 |
|
REDW Stanley Financial Advisors | 17k | $602k | 100% | Dec 2023 |
|
Wealth Forward | 16k | $586k | 100% | Dec 2023 |
|
Aveo Capital Partners | 16k | $569k | -32% | Dec 2023 |
|
Warren Averett Asset Management | 15k | $545k | -16% | Dec 2023 |
|
Kestra Advisory Services | 15k | $527k | -9% | Dec 2023 |
|
First Personal Financial Services | 13k | $477k | 0% | Dec 2023 |
|
Gainplan | 13k | $475k | 1% | Dec 2023 |
|
Belpointe Asset Management | 13k | $431k | 0% | Sep 2023 |
|
Plan Group Financial | 12k | $436k | -7% | Dec 2023 |
|
Spire Wealth Management | 12k | $427k | -24% | Dec 2023 |
|
Cetera Investment Advisers | 11k | $372k | -16% | Sep 2023 |
|
Mml Investors Services | 11k | $371k | -43% | Sep 2023 |
|
Buckingham Strategic Partners | 11k | $386k | -29% | Dec 2023 |
|
Family Wealth Partners | 11k | $386k | 100% | Dec 2023 |
|
TRUE Private Wealth Advisors | 11k | $386k | 0% | Dec 2023 |
|
Financial Network Investment Corporation | 11k | $359k | 3% | Sep 2023 |
|
Reston Wealth Management | 10k | $372k | -5% | Dec 2023 |
|
Millington Financial Advisors | 9.8k | $355k | 0% | Dec 2023 |
|
Nicolet Advisory Services | 9.6k | $323k | -6% | Sep 2023 |
|
Thrivent Financial for Lutherans | 9.6k | $326k | 0% | Sep 2023 |
|
Advisory Alpha | 9.2k | $331k | -7% | Dec 2023 |
|
Bank Of Montreal | 9.1k | $318k | 0% | Dec 2023 |
|
Mutual Advisors | 8.8k | $320k | 0% | Dec 2023 |
|
National Wealth Management Group | 8.8k | $319k | 0% | Dec 2023 |
|
Chicago Partners Investment | 8.6k | $310k | 3% | Dec 2023 |
|
First Ascent Asset Management | 8.6k | $311k | 19% | Dec 2023 |
|
Waterloo Capital | 8.3k | $281k | 7% | Sep 2023 |
|
Oakmont Partners | 8.0k | $291k | 0% | Dec 2023 |
|
Integrity Financial Corp | 7.7k | $280k | -9% | Dec 2023 |
|
Creative Financial Designs | 7.6k | $276k | -6% | Dec 2023 |
|
JDM Financial Group | 7.5k | $272k | 21% | Dec 2023 |
|
USAdvisors Wealth Management | 7.1k | $256k | 2% | Dec 2023 |
|
CWM | 7.1k | $255k | 2320% | Dec 2023 |
|
Orion Portfolio Solutions | 7.0k | $252k | -2% | Dec 2023 |
|
Resources Investment Advisors | 6.8k | $230k | 0% | Sep 2023 |
|
Capital Asset Advisory Services | 6.7k | $242k | -28% | Dec 2023 |
|
Axxcess Wealth Management | 6.7k | $242k | -28% | Dec 2023 |
|
Insight Wealth Partners | 6.5k | $220k | 0% | Sep 2023 |
|
Napa Wealth Management | 6.1k | $221k | 100% | Dec 2023 |
|
Integrated Wealth Concepts | 6.0k | $204k | -2% | Sep 2023 |
|
Vestmark Advisory Solutions | 6.0k | $215k | 100% | Dec 2023 |
|
Prospera Financial Services | 5.9k | $214k | 100% | Dec 2023 |
|
Moss Adams Wealth Advisors | 5.9k | $214k | 100% | Dec 2023 |
|
Western Wealth Management | 5.7k | $205k | 100% | Dec 2023 |
|
WestEnd Advisors | 5.5k | $198k | 1552% | Dec 2023 |
|
IFP Advisors | 5.4k | $196k | -43% | Dec 2023 |
|
Lazard Asset Management | 5.1k | $185k | 100% | Dec 2023 |
|
Costello Asset Management | 5.0k | $180k | -11% | Dec 2023 |
|
Centaurus Financial | 4.9k | $176k | 21% | Dec 2023 |
|
Proequities | 4.0k | $146M | 0% | Dec 2023 |
|
Steward Partners Investment Advisory | 3.9k | $140k | 0% | Dec 2023 |
|
Brian McDonald | 3.7k | $126k | 100% | Sep 2023 |
|
Aptus Capital Advisors | 3.6k | $121k | -21% | Sep 2023 |
|
Bay Harbor Wealth Management | 3.3k | $119k | -14% | Dec 2023 |
|
Jpmorgan Chase & Co | 3.1k | $112k | 138% | Dec 2023 |
|
Hanson McClain Advisors | 2.8k | $100k | 1% | Dec 2023 |
|
FinTrust Capital Advisors | 2.7k | $93k | 2964% | Sep 2023 |
|
Central Trust & Investment | 2.4k | $85k | -36% | Dec 2023 |
|
Joseph Group Capital Management | 2.2k | $76k | 0% | Sep 2023 |
|
SRS Capital Advisors | 2.1k | $75k | 29% | Dec 2023 |
|
VitalStone Financial | 2.0k | $73k | -37% | Dec 2023 |
|
Retirement Group | 2.0k | $72k | 0% | Dec 2023 |
|
AdvisorNet Financial | 1.9k | $68k | 18% | Dec 2023 |
|
Cornerstone Planning Group | 929.00 | $34k | -5% | Dec 2023 |
|
Geneos Wealth Management | 904.00 | $33k | 0% | Dec 2023 |
|
Advisory Services Network | 885.00 | $32k | 100% | Dec 2023 |
|
Qube Research & Technologies | 687.00 | $23k | 100% | Sep 2023 |
|
Mascoma Wealth Management | 643.00 | $23k | -26% | Dec 2023 |
|
Rain Capital Management | 639.00 | $22k | -33% | Sep 2023 |
|
Parallel Advisors | 601.00 | $22k | 0% | Dec 2023 |
|
Delta Asset Management | 600.00 | $22k | 0% | Dec 2023 |
|
Venturi Wealth Management | 590.00 | $21k | 0% | Dec 2023 |
|
Nbc Securities | 575.00 | $20k | 0% | Dec 2023 |
|
Tidemark | 551.00 | $20k | 100% | Dec 2023 |
|
Coston, McIsaac & Partners | 427.00 | $15k | 1% | Dec 2023 |
|
Harbor Investment Advisory | 381.00 | $14k | 1% | Dec 2023 |
|
Northwestern Mutual Wealth Management Company | 342.00 | $12k | 0% | Sep 2023 |
|
Absolute Investment Management | 336.00 | $12k | 1% | Dec 2023 |
|
Global Wealth Management Investment Advisory | 315.00 | $11k | 0% | Dec 2023 |
|
FSA Wealth Management | 288.00 | $10k | 100% | Dec 2023 |
|
ICA Group Wealth Management | 277.00 | $10k | 100% | Dec 2023 |
|
SOA Wealth Advisors | 270.00 | $9.8k | 0% | Dec 2023 |
|
Financial Perspectives | 155.00 | $5.6k | 0% | Dec 2023 |
|
Horizons Wealth Management | 148.00 | $5.0k | 10% | Sep 2023 |
|
Sunbelt Securities | 146.00 | $5.3k | -91% | Dec 2023 |
|
JNBA Financial Advisors | 130.00 | $4.7k | 44% | Dec 2023 |
|
Sugarloaf Wealth Management | 110.00 | $4.0k | 2% | Dec 2023 |
|
Goss Wealth Management | 95.00 | $3.2k | 0% | Sep 2023 |
|
RFP Financial Group | 71.00 | $2.4k | 0% | Sep 2023 |
|
NVWM | 61.00 | $2.2k | 0% | Dec 2023 |
|
Pineridge Advisors | 60.00 | $2.2k | 100% | Dec 2023 |
|
Tower Research Capital | 46.00 | $1.6k | -18% | Sep 2023 |
|
Bogart Wealth | 40.00 | $1.4k | 100% | Dec 2023 |
|
Who sold out of iShares S&P Conservative Allocatn Fd ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
True Link Financial Advisors | Sep 2023 | 47k | $1.6M |
Old Mission Capital | Jun 2023 | 19k | $685k |
H D Vest Advisory Services | Sep 2023 | 11k | $381k |
J Arnold Wealth Management | Sep 2023 | 11k | $375k |
RTD Financial Advisors | Sep 2023 | 11k | $369k |
Legacy Financial Group | Sep 2023 | 10k | $350M |
Mercer Global Advisors | Sep 2023 | 9.7k | $329k |
Kuehl Shepherd Kozlowski & Associates | Sep 2023 | 7.1k | $242k |
Two Sigma Securities | Sep 2023 | 6.9k | $235k |
Fort Point Capital Partners | Sep 2023 | 6.0k | $203k |
Koss-Olinger Consulting | Jun 2023 | 6.0k | $211k |
Coastal Investment Advisors | Sep 2023 | 1.2k | $42k |
Cary Street Partner Investment Advisory | Sep 2023 | 800.00 | $27k |
Bessemer | Sep 2023 | 751.00 | $26k |
Emerald Investment Partners | Sep 2023 | 290.00 | $9.8k |
Live Oak Investment Partners | Sep 2023 | 42.00 | $1.4k |