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
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Top 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 | 460k | $18M | 9% | Sep 2024 |
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| BlackRock | 322k | $12M | 100% | Sep 2024 |
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| Curran Financial Partners | 250k | $9.3M | 38% | Dec 2024 |
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| Lido Advisors | 205k | $7.9M | -9% | Sep 2024 |
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| GeoWealth Management | 192k | $7.4M | 1406% | Sep 2024 |
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| Weaver Consulting Group | 152k | $5.7M | 1% | Dec 2024 |
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| Elevation Capital Advisory | 147k | $5.7M | 100% | Sep 2024 |
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| Investment Advisory Group | 141k | $5.2M | -1% | Dec 2024 |
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| Archvest Wealth Advisors | 103k | $4.0M | 0% | Sep 2024 |
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| Trilogy Capital | 99k | $3.7M | 6% | Dec 2024 |
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| Wells Fargo & Company | 93k | $3.6M | 16% | Sep 2024 |
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| Cambridge Investment Research Advisors | 92k | $3.6M | -5% | Sep 2024 |
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| Bank of America Corporation | 91k | $3.5M | -12% | Sep 2024 |
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| Ameriprise Financial | 70k | $2.7M | 2% | Sep 2024 |
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| Thrive Capital Management | 63k | $2.4M | -8% | Sep 2024 |
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| Foundations Investment Advisors | 56k | $2.1M | -16% | Dec 2024 |
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| Legacy Capital Wealth Partners | 54k | $2.1M | -5% | Sep 2024 |
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| Cetera Investment Advisers | 53k | $2.1M | 12% | Sep 2024 |
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| Congress Asset Management | 51k | $2.0M | -38% | Sep 2024 |
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| Brookstone Capital Management | 48k | $1.8M | -26% | Dec 2024 |
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| Royal Bank of Canada | 47k | $1.8M | -24% | Sep 2024 |
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| Gladstone Institutional Advisory | 44k | $1.6M | 100% | Dec 2024 |
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| Old Mission Capital | 40k | $1.6M | 100% | Sep 2024 |
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| Janney Montgomery Scott | 38k | $1.4M | 100% | Dec 2024 |
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| Advisor Group Holdings | 37k | $1.4M | 100% | Sep 2024 |
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| Eight 31 Financial | 36k | $1.4M | 38% | Sep 2024 |
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| Consilium Wealth Advisory | 36k | $1.4M | -1% | Sep 2024 |
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| CI Private Wealth | 36k | $1.4M | 0% | Sep 2024 |
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| Citadel Advisors | 36k | $1.4M | -8% | Sep 2024 |
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| Commonwealth Equity Services | 34k | $1.3M | 30% | Sep 2024 |
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| J.w. Cole Advisors | 33k | $1.3M | -4% | Sep 2024 |
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| Rik Saylor Financial | 31k | $1.2M | 100% | Dec 2024 |
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| Ausdal Financial Partners | 30k | $1.2M | -30% | Sep 2024 |
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| Rothschild Investment | 30k | $1.1M | 0% | Sep 2024 |
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| Atria Wealth Solutions | 27k | $1.0M | -3% | Sep 2024 |
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| Harbour Investments | 27k | $1.0M | 9% | Sep 2024 |
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| UBS Group | 26k | $1.0M | 17% | Sep 2024 |
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| Warren Averett Asset Management | 25k | $978k | 1% | Sep 2024 |
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| Onyx Bridge Wealth Group | 25k | $914k | 10% | Dec 2024 |
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| Goldman Sachs Group | 24k | $922k | -74% | Sep 2024 |
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| Gts Securities | 24k | $920k | 100% | Sep 2024 |
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| Flagship Harbor Advisors | 24k | $876k | 8% | Dec 2024 |
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| Susquehanna International | 23k | $882k | -55% | Sep 2024 |
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| RDA Financial Network | 21k | $787k | -14% | Dec 2024 |
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| National Bank Of Canada /fi/ | 20k | $783k | -1% | Sep 2024 |
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| Waterloo Capital | 20k | $763k | 107% | Sep 2024 |
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| Sentinus | 18k | $672k | -36% | Sep 2024 |
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| Janney Capital Management | 18k | $668k | 100% | Dec 2024 |
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| Harwood Advisory | 18k | $682k | 100% | Sep 2024 |
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| Camarda Wealth Advisory | 18k | $681k | -1% | Sep 2024 |
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| Lakeridge Wealth Management | 17k | $670k | -4% | Sep 2024 |
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| Fortitude Family Office | 17k | $622k | 100% | Dec 2024 |
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| REDW Stanley Financial Advisors | 17k | $644k | 0% | Sep 2024 |
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| Private Advisor | 17k | $637k | -11% | Sep 2024 |
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| Modera Wealth Management | 17k | $636k | 0% | Sep 2024 |
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| Wealth Forward | 16k | $608k | -1% | Dec 2024 |
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| Prosperity Consulting Group | 16k | $628k | 8% | Sep 2024 |
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| Assetmark | 16k | $622k | 3% | Sep 2024 |
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| Hantz Financial Services | 16k | $592k | 4346% | Dec 2024 |
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| Aveo Capital Partners | 15k | $597k | -1% | Sep 2024 |
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| Valley Financial Group | 15k | $583k | -2% | Sep 2024 |
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| Equitable Holdings | 15k | $577k | 48% | Sep 2024 |
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| AE Wealth Management | 15k | $573k | -58% | Sep 2024 |
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| First Personal Financial Services | 13k | $520k | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 12k | $478k | 0% | Sep 2024 |
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| Stifel Financial | 12k | $476k | 6% | Sep 2024 |
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| Plan Group Financial | 12k | $473k | 1% | Sep 2024 |
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| Kestra Advisory Services | 12k | $465k | -10% | Sep 2024 |
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| TRUE Private Wealth Advisors | 11k | $440k | 0% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 11k | $432k | -30% | Sep 2024 |
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| Raymond James & Associates | 11k | $416k | -35% | Sep 2024 |
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| Integrated Wealth Concepts | 11k | $409k | 100% | Sep 2024 |
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| Millington Financial Advisors | 10k | $391k | 2% | Sep 2024 |
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| Mills Wealth Advisors | 9.9k | $381k | -10% | Sep 2024 |
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| Spire Wealth Management | 9.8k | $365k | 0% | Dec 2024 |
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| Silver Oak Securities | 9.7k | $362k | 32% | Dec 2024 |
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| Legacy Financial Group | 9.4k | $352M | 100% | Dec 2024 |
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| Insight Wealth Partners | 9.4k | $363k | 45% | Sep 2024 |
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| RTD Financial Advisors | 9.0k | $335k | 1% | Dec 2024 |
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| Bank Of Montreal | 8.7k | $337k | 100% | Sep 2024 |
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| WNY Asset Management | 8.5k | $329k | -81% | Sep 2024 |
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| Creative Financial Designs | 8.4k | $325k | 30% | Sep 2024 |
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| Sovereign Financial Group | 8.2k | $307k | 31% | Dec 2024 |
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| Mml Investors Services | 8.2k | $317k | 3% | Sep 2024 |
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| Redmond Asset Management | 8.1k | $312k | 0% | Sep 2024 |
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| Chicago Partners Investment | 7.8k | $292k | -17% | Dec 2024 |
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| Verus Capital Partners | 7.7k | $298k | 0% | Sep 2024 |
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| Tempus Wealth Planning | 7.6k | $285k | 3% | Dec 2024 |
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| Syntrinsic | 7.3k | $270k | -3% | Sep 2024 |
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| Nicolet Advisory Services | 7.1k | $272k | 100% | Sep 2024 |
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| CWM | 7.0k | $270k | 0% | Sep 2024 |
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| Orion Portfolio Solutions | 7.0k | $269k | 100% | Sep 2024 |
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| TD Waterhouse Canada | 6.9k | $268k | 60% | Sep 2024 |
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| Well Done | 6.9k | $266k | 0% | Dec 2024 |
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| Integrity Financial Corp | 6.7k | $258k | -2% | Sep 2024 |
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| USAdvisors Wealth Management | 6.5k | $243k | 1% | Dec 2024 |
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| Oakmont Partners | 6.4k | $239k | -6% | Dec 2024 |
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| Prospera Financial Services | 6.2k | $241k | 0% | Sep 2024 |
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| Moss Adams Wealth Advisors | 6.1k | $227k | 0% | Dec 2024 |
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| FinTrust Capital Advisors | 5.9k | $229k | -3% | Sep 2024 |
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| Diversify Wealth Management | 5.8k | $215k | 0% | Dec 2024 |
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| Koss-Olinger Consulting | 5.8k | $223k | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 5.6k | $217k | -44% | Sep 2024 |
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| National Wealth Management Group | 5.5k | $213k | -14% | Sep 2024 |
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| Mercer Global Advisors | 5.2k | $203k | 100% | Sep 2024 |
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| Central Trust & Investment | 4.2k | $157k | 29% | Dec 2024 |
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| Centaurus Financial | 3.9k | $150k | -35% | Sep 2024 |
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| Steward Partners Investment Advisory | 3.8k | $148k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 3.8k | $148k | 1% | Sep 2024 |
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| Hanson McClain Advisors | 3.5k | $137k | -6% | Sep 2024 |
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| Proequities | 3.5k | $135M | 0% | Sep 2024 |
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| Bay Harbor Wealth Management | 3.1k | $117k | 1% | Dec 2024 |
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| Costello Asset Management | 2.7k | $102k | -10% | Dec 2024 |
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| Pnc Financial Services | 2.3k | $88k | 1% | Sep 2024 |
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| Joseph Group Capital Management | 2.2k | $86k | 0% | Sep 2024 |
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| Glen Eagle Advisors | 2.0k | $75k | 1% | Sep 2024 |
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| Albion Financial Group | 1.9k | $72k | 100% | Dec 2024 |
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| Goss Wealth Management | 1.8k | $69k | 0% | Sep 2024 |
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| SRS Capital Advisors | 1.8k | $69k | 1% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.7k | $64k | -14% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.5k | $57k | -2% | Dec 2024 |
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| Brian McDonald | 1.5k | $59k | -51% | Sep 2024 |
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| United Community Bank | 1.4k | $55k | 0% | Sep 2024 |
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| Cornerstone Planning Group | 1.2k | $46k | 100% | Sep 2024 |
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| VitalStone Financial | 1.2k | $45k | 0% | Sep 2024 |
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| Farther Finance Advisors | 972.00 | $38k | 97100% | Sep 2024 |
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| Geneos Wealth Management | 904.00 | $34k | 0% | Dec 2024 |
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| EPG Wealth Management | 858.00 | $33k | 100% | Sep 2024 |
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| CoreCap Advisors | 856.00 | $33k | 100% | Sep 2024 |
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| AdvisorNet Financial | 783.00 | $29k | -54% | Dec 2024 |
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| Delta Asset Management | 600.00 | $23k | 0% | Sep 2024 |
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| Venturi Wealth Management | 590.00 | $23k | 0% | Sep 2024 |
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| Archer Investment Corp | 553.00 | $21k | 0% | Sep 2024 |
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| Tidemark | 551.00 | $21k | 0% | Sep 2024 |
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| Absolute Investment Management | 480.00 | $19k | 1% | Sep 2024 |
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| Capital Investment Advisory Services | 473.00 | $18k | -98% | Dec 2024 |
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| Coston, McIsaac & Partners | 444.00 | $16k | 1% | Dec 2024 |
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| Qube Research & Technologies | 412.00 | $16k | -27% | Sep 2024 |
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| Harbor Investment Advisory | 347.00 | $13k | 2% | Dec 2024 |
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| Sunbelt Securities | 298.00 | $12k | 6% | Sep 2024 |
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| FSA Wealth Management | 288.00 | $11k | 100% | Sep 2024 |
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| SOA Wealth Advisors | 270.00 | $10k | 0% | Sep 2024 |
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| FMR | 266.00 | $10k | 13200% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 260.00 | $10k | 100% | Sep 2024 |
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| Mascoma Wealth Management | 193.00 | $7.5k | -48% | Sep 2024 |
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| NVWM | 182.00 | $6.8k | 0% | Dec 2024 |
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| Financial Perspectives | 155.00 | $6.0k | 0% | Sep 2024 |
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| Horizons Wealth Management | 152.00 | $5.7k | 3% | Dec 2024 |
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| Sugarloaf Wealth Management | 113.00 | $4.2k | 1% | Dec 2024 |
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| Jones Financial Companies, L.L | 101.00 | $3.9k | 100% | Sep 2024 |
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Who sold out of iShares S&P Conservative Allocatn Fd ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atlas Capital Advisors | Jun 2024 | 519k | $19M |
| Jane Street | Jun 2024 | 39k | $1.4M |
| Envestnet Asset Management | Jun 2024 | 38k | $1.4M |
| Axxcess Wealth Management | Jun 2024 | 8.0k | $294k |
| Belpointe Asset Management | Jun 2024 | 7.4k | $275k |
| Ellenbecker Investment Group | Sep 2024 | 6.4k | $248k |
| Ameritas Advisory Services | Sep 2024 | 6.4k | $246k |
| Triad Wealth Partners | Jun 2024 | 1.3k | $47k |
| Coastal Investment Advisors | Jun 2024 | 1.2k | $44k |
| Nbc Securities | Sep 2024 | 575.00 | $22k |
| First Command Advisory Services | Jun 2024 | 312.00 | $12k |
| Smartleaf Asset Management | Jun 2024 | 281.00 | $10k |
| JNBA Financial Advisors | Jun 2024 | 234.00 | $8.6k |
| Reston Wealth Management | Sep 2024 | 229.00 | $8.9k |