Who owns iShares S&P Growth Allocation Fund?
- Ticker: AOR
- CUSIP Number: 464289867
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Growth Allocation Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P Growth Allocation Fund stock
Who bought or sold iShares S&P Growth Allocation Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2.4M | $128M | 270% | Dec 2023 |
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| Bank of America Corporation | 1.2M | $66M | -5% | Dec 2023 |
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| Global Assets Advisory | 1.2M | $22M | 5663% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 620k | $35M | 100% | Mar 2024 |
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| Aspiriant | 415k | $23M | -11% | Mar 2024 |
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| WestEnd Advisors | 357k | $19M | 208% | Dec 2023 |
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| Assetmark | 324k | $17M | -6% | Dec 2023 |
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| Consilium Wealth Advisory | 296k | $16M | -2% | Dec 2023 |
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| Stifel Financial | 259k | $14M | 216% | Dec 2023 |
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| Royal Bank of Canada | 257k | $14M | 40% | Dec 2023 |
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| Janney Montgomery Scott | 257k | $14M | 370% | Dec 2023 |
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| Branch Banking & Trust Company | 193k | $10M | 64% | Dec 2023 |
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| Warren Averett Asset Management | 192k | $10M | 1% | Dec 2023 |
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| Lebenthal Global Advisors | 176k | $9.4M | 1881% | Dec 2023 |
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| Cambridge Investment Research Advisors | 174k | $9.7M | 1% | Mar 2024 |
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| Advisor Group Holdings | 173k | $9.2M | -15% | Dec 2023 |
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| Bank of New York Mellon | 167k | $8.9M | 27% | Dec 2023 |
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| UBS Group | 160k | $8.5M | -23% | Dec 2023 |
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| Kestra Advisory Services | 153k | $8.1M | -6% | Dec 2023 |
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| Bell Investment Advisors | 149k | $7.9M | -5% | Dec 2023 |
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| BSW Wealth Partners | 135k | $7.5M | -11% | Mar 2024 |
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| Victory Capital Management | 134k | $7.1M | 959% | Dec 2023 |
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| Aveo Capital Partners | 133k | $7.1M | 0% | Dec 2023 |
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| Kestra Private Wealth Services | 113k | $6.0M | 646% | Dec 2023 |
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| TRUE Private Wealth Advisors | 110k | $5.9M | 11% | Dec 2023 |
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| Wealth Forward | 102k | $5.4M | 100% | Dec 2023 |
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| Oakmont Partners | 91k | $5.0M | -2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 87k | $4.6M | 96% | Dec 2023 |
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| Unique Wealth | 86k | $4.8M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 80k | $4.3M | -4% | Dec 2023 |
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| LBMC Investment Advisors | 80k | $4.5M | -1% | Mar 2024 |
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| Patton Albertson & Miller | 77k | $4.3M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 77k | $4.3M | 2% | Mar 2024 |
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| Weaver Consulting Group | 76k | $4.2M | 0% | Mar 2024 |
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| NBT Bank | 72k | $4.0M | 8% | Mar 2024 |
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| Marino, Stram & Associates | 72k | $4.0M | -1% | Mar 2024 |
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| Strategic Family Wealth Counselors | 71k | $3.8M | 42% | Dec 2023 |
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| Ellenbecker Investment Group | 68k | $3.8M | 5% | Mar 2024 |
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| Jane Street | 67k | $3.6M | -3% | Dec 2023 |
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| Burt Wealth Advisors | 67k | $3.7M | -1% | Mar 2024 |
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| Lodestar Private Asset Management | 63k | $3.4M | 13% | Dec 2023 |
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| Vestmark Advisory Solutions | 62k | $3.3M | 100% | Dec 2023 |
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| Brookstone Capital Management | 62k | $3.5M | -3% | Mar 2024 |
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| First Foundation Advisors | 60k | $3.2M | 15% | Dec 2023 |
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| Focus Financial Network | 60k | $3.2M | 100% | Mar 2024 |
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| Fort Henry Capital | 59k | $3.3M | -2% | Mar 2024 |
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| First Ascent Asset Management | 58k | $3.1M | -3% | Dec 2023 |
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| Viewpoint Investment Partners Corp | 58k | $3.2M | 31% | Mar 2024 |
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| Northwest Wealth Management | 56k | $3.0M | 0% | Dec 2023 |
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| Adviser Investments | 51k | $2.7M | 362% | Dec 2023 |
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| Retireful | 51k | $2.8M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 50k | $2.8M | 3% | Mar 2024 |
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| Raymond James & Associates | 50k | $2.8M | -95% | Mar 2024 |
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| GW & Wade | 49k | $2.6M | -9% | Dec 2023 |
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| Strategic Financial | 47k | $2.5M | -3% | Dec 2023 |
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| Napa Wealth Management | 44k | $2.3M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 44k | $2.3M | 28% | Dec 2023 |
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| Visionary Wealth Advisors | 41k | $2.2M | -3% | Dec 2023 |
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| CI Private Wealth | 41k | $2.2M | 2% | Dec 2023 |
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| Worth Financial Advisory Group | 38k | $2.0M | 1% | Dec 2023 |
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| Treynor Bancshares | 37k | $2.0M | 100% | Dec 2023 |
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| John W. Brooker & Co., CPAs | 35k | $1.9M | -1% | Mar 2024 |
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| Integrated Advisors Network | 32k | $1.7M | -2% | Dec 2023 |
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| Legacy Financial Group | 31k | $1.7M | 100% | Mar 2024 |
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| AE Wealth Management | 31k | $1.7M | -82% | Dec 2023 |
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| Hanson McClain Advisors | 30k | $1.7M | -5% | Mar 2024 |
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| Harbour Investments | 29k | $1.6M | 0% | Dec 2023 |
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| RTD Financial Advisors | 29k | $1.6M | 9% | Mar 2024 |
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| Harbor Group | 28k | $1.5M | -5% | Mar 2024 |
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| Integrity Financial Corp | 27k | $1.4M | -7% | Dec 2023 |
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| Creative Planning | 26k | $1.4M | 100% | Dec 2023 |
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| Capital Insight Partners | 25k | $1.4M | -15% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 24k | $1.3M | -5% | Dec 2023 |
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| Captrust Financial Advisors | 24k | $1.3M | -4% | Dec 2023 |
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| Pacific Capital Wealth Advisors | 23k | $1.2M | 3% | Dec 2023 |
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| Stratos Wealth Partners | 22k | $1.2M | 0% | Mar 2024 |
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| Mutual Advisors | 22k | $1.2M | 10% | Dec 2023 |
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| Private Advisor | 22k | $1.2M | 14% | Dec 2023 |
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| Goldman Sachs Group | 22k | $1.2M | -42% | Dec 2023 |
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| Kingsview Wealth Management | 22k | $1.2M | -28% | Dec 2023 |
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| Oxinas Partners Wealth Management | 21k | $1.2M | 30% | Mar 2024 |
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| SimpliFi | 21k | $1.2M | -3% | Mar 2024 |
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| Northstar | 21k | $1.2M | -11% | Mar 2024 |
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| Dynamic Advisors Solutions | 20k | $1.1M | -81% | Mar 2024 |
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| Relative Value Partners | 19k | $1.0M | 100% | Dec 2023 |
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| Private Capital Management | 18k | $964k | -6% | Dec 2023 |
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| Bank Of Montreal | 18k | $962k | -25% | Dec 2023 |
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| Mercer Global Advisors | 17k | $921k | 0% | Dec 2023 |
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| Wagner Bowman Management | 17k | $959k | 0% | Mar 2024 |
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| Greystone Financial Group | 17k | $945k | 19% | Mar 2024 |
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| PDS Planning | 17k | $899k | -16% | Dec 2023 |
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| Sage Financial | 17k | $890k | -3% | Dec 2023 |
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| McKinley Carter Wealth Services | 16k | $835k | 8% | Dec 2023 |
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| RIA Advisory Group | 16k | $1.1M | 45% | Dec 2023 |
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| Hrt Financial | 15k | $815k | 5% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 15k | $807k | 13% | Dec 2023 |
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| David R. Rahn Inc. dba Avalon Capital Management | 15k | $838k | 7% | Mar 2024 |
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| HighTower Advisors | 15k | $797k | 10% | Dec 2023 |
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| United Capital Financial Advisers | 15k | $796k | -15% | Dec 2023 |
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| Trilogy Capital | 15k | $829k | -16% | Mar 2024 |
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| Rockefeller Capital Management | 15k | $788k | 8% | Dec 2023 |
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| High Falls Advisors | 15k | $785k | 6% | Dec 2023 |
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| Citadel Advisors | 15k | $779k | 214% | Dec 2023 |
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| Lincoln National | 14k | $767k | 1% | Dec 2023 |
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| Cahaba Wealth Management | 14k | $775k | -7% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $709k | 182% | Dec 2023 |
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| SageView Advisory Group | 13k | $700k | -6% | Dec 2023 |
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| Fidato Wealth | 13k | $705k | 9% | Mar 2024 |
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| Morton Brown Family Wealth | 13k | $703k | -2% | Mar 2024 |
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| Buttonwood Financial Group | 12k | $673k | 1% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 12k | $661k | 1% | Mar 2024 |
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| AdvisorNet Financial | 12k | $658k | -29% | Mar 2024 |
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| Central Trust & Investment | 12k | $651k | 2% | Mar 2024 |
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| Kingswood Wealth Advisors | 12k | $640k | -3% | Mar 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 11k | $608k | -7% | Dec 2023 |
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| Mountain Capital Investment Advisors | 11k | $597k | 1% | Dec 2023 |
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| Archford Capital Strategies | 11k | $627k | -2% | Mar 2024 |
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| Tempus Wealth Planning | 11k | $590k | 3% | Mar 2024 |
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| Envestnet Portfolio Solutions | 11k | $557k | 100% | Dec 2023 |
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| Scotia Capital | 10k | $551k | 0% | Dec 2023 |
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| Corrigan Financial | 10k | $568k | 100% | Mar 2024 |
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| ValMark Advisers | 10k | $542k | -3% | Dec 2023 |
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| TrinityPoint Wealth | 10k | $541k | -48% | Dec 2023 |
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| Camarda Wealth Advisory | 10k | $532k | -6% | Dec 2023 |
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| Prospera Financial Services | 10k | $530k | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 9.9k | $527k | 93% | Dec 2023 |
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| Lido Advisors | 9.9k | $524k | -18% | Dec 2023 |
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| HPM Partners | 9.8k | $524k | -5% | Dec 2023 |
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| Beacon Financial Advisory | 9.8k | $519k | 2% | Dec 2023 |
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| Integrity Wealth Solutions | 9.6k | $535k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 9.5k | $504k | -24% | Dec 2023 |
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| Encompass More Asset Management | 9.4k | $500k | 100% | Dec 2023 |
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| Godshalk Welsh Capital Management | 9.3k | $494k | -2% | Dec 2023 |
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| Eudaimonia Advisors | 9.3k | $515k | 18% | Mar 2024 |
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| Milestone Asset Management | 9.2k | $513k | 64% | Mar 2024 |
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| Heirloom Wealth Management | 9.1k | $505k | 0% | Mar 2024 |
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| Fft Wealth Management | 8.9k | $476k | 0% | Dec 2023 |
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| Gallacher Capital Management | 8.8k | $470k | 24% | Dec 2023 |
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| Boston Research and Management | 8.8k | $469k | 0% | Dec 2023 |
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| Gladstone Institutional Advisory | 8.8k | $468k | 0% | Dec 2023 |
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| Atlas Capital Advisors | 8.8k | $488k | 2% | Mar 2024 |
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| Hubbell Strickland Wealth Management | 8.6k | $481k | -1% | Mar 2024 |
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| Summit Financial Wealth Advisors | 8.5k | $451k | 0% | Dec 2023 |
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| Two Sigma Securities | 8.2k | $438k | 100% | Dec 2023 |
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| Institute For Wealth Management | 8.1k | $432k | 100% | Dec 2023 |
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| Orin Green Financial | 8.1k | $431k | 12% | Dec 2023 |
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| New Capital Management | 8.0k | $447k | 2% | Mar 2024 |
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| Zacks Investment Management | 8.0k | $427k | 100% | Dec 2023 |
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| New England Private Wealth Advisors | 7.8k | $417k | -30% | Dec 2023 |
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| Zimmermann Investment Management & Planning | 7.8k | $434k | -18% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 7.7k | $407k | 22% | Dec 2023 |
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| Wealthquest | 7.5k | $398k | -25% | Dec 2023 |
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| Gould Capital | 7.3k | $389k | -8% | Dec 2023 |
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| Roman Butler Fullerton & Co | 7.2k | $383k | -11% | Dec 2023 |
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| Efficient Advisors | 6.9k | $365k | -15% | Dec 2023 |
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| Syverson Strege & Co | 6.8k | $361k | -29% | Dec 2023 |
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| Beacon Pointe Advisors | 6.2k | $330k | -23% | Dec 2023 |
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| Kowal Investment Group | 5.5k | $303k | -32% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 5.3k | $283k | -66% | Dec 2023 |
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| TBH Global Asset Management | 5.1k | $273k | -49% | Dec 2023 |
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| IFP Advisors | 316.00 | $17k | -97% | Dec 2023 |
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Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Advocates Investment Management | Sep 2023 | 14k | $1.7M |
| J Arnold Wealth Management | Sep 2023 | 9.4k | $467k |
| EFG Asset Management | Dec 2023 | 9.1k | $486k |