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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 675k | $25M | 100% | Dec 2024 |
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| Raymond James Financial | 618k | $23M | 100% | Dec 2024 |
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| Cetera Investment Advisers | 496k | $19M | 828% | Dec 2024 |
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| LPL Financial | 455k | $17M | -1% | Dec 2024 |
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| Forefront Analytics | 347k | $13M | 100% | Dec 2024 |
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| BlackRock | 317k | $12M | -1% | Dec 2024 |
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| Morgan Stanley | 312k | $12M | 86% | Dec 2024 |
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| Curran Financial Partners | 250k | $9.3M | 38% | Dec 2024 |
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| Wells Fargo & Company | 248k | $9.3M | 167% | Dec 2024 |
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| Bank of America Corporation | 219k | $8.2M | 142% | Dec 2024 |
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| Lido Advisors | 191k | $7.1M | -7% | Dec 2024 |
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| Congress Asset Management | 166k | $6.2M | 224% | Dec 2024 |
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| Weaver Consulting Group | 152k | $5.7M | 1% | Dec 2024 |
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| Royal Bank of Canada | 148k | $5.5M | 216% | Dec 2024 |
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| Investment Advisory Group | 141k | $5.2M | -1% | Dec 2024 |
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| Archvest Wealth Advisors | 113k | $4.2M | 9% | Dec 2024 |
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| Trilogy Capital | 99k | $3.7M | 6% | Dec 2024 |
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| Cambridge Investment Research Advisors | 91k | $3.4M | -1% | Dec 2024 |
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| GeoWealth Management | 77k | $2.9M | -60% | Dec 2024 |
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| Ameriprise Financial | 72k | $2.7M | 4% | Dec 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 | $2.0M | 0% | Dec 2024 |
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| Brookstone Capital Management | 48k | $1.8M | -26% | Dec 2024 |
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| Stifel Financial | 45k | $1.7M | 266% | Dec 2024 |
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| Gladstone Institutional Advisory | 44k | $1.6M | 100% | Dec 2024 |
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| United Capital Financial Advisers | 42k | $1.6M | 100% | Dec 2024 |
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| BlueStem Wealth Partners | 39k | $1.4M | 100% | Dec 2024 |
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| Janney Montgomery Scott | 38k | $1.4M | 100% | Dec 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 | $1.3M | 1% | Dec 2024 |
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| Advisor Group Holdings | 35k | $1.3M | -6% | Dec 2024 |
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| Commonwealth Equity Services | 33k | $1.2M | -3% | Dec 2024 |
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| Goldman Sachs Group | 32k | $1.2M | 35% | Dec 2024 |
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| Rik Saylor Financial | 31k | $1.2M | 100% | Dec 2024 |
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| Rothschild Investment | 30k | $1.1M | 0% | Sep 2024 |
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| Harbour Investments | 28k | $1.1M | 6% | Dec 2024 |
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| J.w. Cole Advisors | 28k | $1.0M | -15% | Dec 2024 |
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| UBS Group | 28k | $1.0M | 4% | Dec 2024 |
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| Warren Averett Asset Management | 26k | $966k | 2% | Dec 2024 |
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| Onyx Bridge Wealth Group | 25k | $914k | 10% | Dec 2024 |
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| Atria Wealth Solutions | 24k | $880k | -12% | Dec 2024 |
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| Jane Street | 24k | $879k | 100% | Dec 2024 |
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| Flagship Harbor Advisors | 24k | $876k | 8% | Dec 2024 |
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| Brian McDonald | 23k | $863k | 1418% | Dec 2024 |
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| Atalanta Sosnoff Capital | 23k | $844k | 100% | Dec 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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| Equitable Holdings | 19k | $722k | 30% | Dec 2024 |
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| Modera Wealth Management | 19k | $690k | 12% | Dec 2024 |
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| Sentinus | 18k | $672k | -36% | Sep 2024 |
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| Susquehanna International | 18k | $674k | -21% | Dec 2024 |
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| Assetmark | 18k | $674k | 12% | Dec 2024 |
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| Camarda Wealth Advisory | 18k | $670k | 2% | Dec 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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| Lakeridge Wealth Management | 17k | $648k | 0% | Dec 2024 |
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| Fortitude Family Office | 17k | $622k | 100% | Dec 2024 |
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| Aveo Capital Partners | 17k | $614k | 7% | Dec 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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| Ausdal Financial Partners | 16k | $604k | -46% | Dec 2024 |
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| Private Advisor | 16k | $597k | -3% | Dec 2024 |
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| Hantz Financial Services | 16k | $592k | 4346% | Dec 2024 |
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| AE Wealth Management | 14k | $534k | -3% | Dec 2024 |
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| Valley Financial Group | 14k | $521k | -7% | Dec 2024 |
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| First Personal Financial Services | 13k | $520k | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 13k | $484k | 5% | Dec 2024 |
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| TRUE Private Wealth Advisors | 11k | $425k | 0% | Dec 2024 |
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| Federation des caisses Desjardins du Quebec | 11k | $432k | -30% | Sep 2024 |
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| Waterloo Capital | 11k | $404k | -45% | Dec 2024 |
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| Raymond James & Associates | 11k | $416k | -35% | Sep 2024 |
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| Plan Group Financial | 10k | $390k | -15% | Dec 2024 |
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| Kestra Advisory Services | 10k | $381k | -15% | Dec 2024 |
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| Millington Financial Advisors | 10k | $391k | 2% | Sep 2024 |
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| Branch Banking & Trust Company | 9.9k | $369k | 100% | Dec 2024 |
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| Mills Wealth Advisors | 9.9k | $381k | -10% | Sep 2024 |
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| CWM | 9.8k | $365k | 40% | Dec 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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| Creative Financial Designs | 9.5k | $354k | 13% | Dec 2024 |
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| Legacy Financial Group | 9.4k | $352M | 100% | Dec 2024 |
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| Insight Wealth Partners | 9.4k | $351k | 0% | Dec 2024 |
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| RTD Financial Advisors | 9.0k | $335k | 1% | Dec 2024 |
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| Mml Investors Services | 8.5k | $317k | 3% | Dec 2024 |
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| Bank Of Montreal | 8.5k | $316k | -3% | Dec 2024 |
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| Sovereign Financial Group | 8.2k | $307k | 31% | Dec 2024 |
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| Redmond Asset Management | 8.1k | $301k | 0% | Dec 2024 |
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| Chicago Partners Investment | 7.8k | $292k | -17% | Dec 2024 |
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| Verus Capital Partners | 7.7k | $288k | 0% | Dec 2024 |
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| Tempus Wealth Planning | 7.6k | $285k | 3% | Dec 2024 |
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| WNY Asset Management | 7.6k | $282k | -11% | Dec 2024 |
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| Belpointe Asset Management | 7.5k | $285k | 100% | Dec 2024 |
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| Syntrinsic | 7.3k | $270k | -3% | Sep 2024 |
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| Nicolet Advisory Services | 7.1k | $262k | 0% | Dec 2024 |
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| TD Waterhouse Canada | 6.9k | $268k | 60% | Sep 2024 |
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| TrueNorth | 6.9k | $243k | 100% | Dec 2024 |
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| Well Done | 6.9k | $266k | 0% | Dec 2024 |
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| Orion Portfolio Solutions | 6.8k | $255k | -2% | 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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| VisionPoint Advisory Group | 6.5k | $241k | 100% | Dec 2024 |
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| Oakmont Partners | 6.4k | $239k | -6% | Dec 2024 |
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| Prospera Financial Services | 6.2k | $232k | 0% | Dec 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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| BridgePort Financial Solutions | 5.7k | $215k | 100% | Dec 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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| IFP Advisors | 5.4k | $203k | 1% | Dec 2024 |
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| Central Trust & Investment | 4.2k | $157k | 29% | Dec 2024 |
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| Steward Partners Investment Advisory | 3.8k | $143k | 0% | Dec 2024 |
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| Hanson McClain Advisors | 3.5k | $132k | -1% | Dec 2024 |
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| Centaurus Financial | 3.5k | $129k | -10% | Dec 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 | $87k | 1% | Dec 2024 |
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| Joseph Group Capital Management | 2.2k | $86k | 0% | Sep 2024 |
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| Proequities | 2.2k | $82M | -37% | Dec 2024 |
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| Bryn Mawr Trust | 2.1k | $77k | 100% | Dec 2024 |
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| Albion Financial Group | 1.9k | $72k | 100% | Dec 2024 |
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| Glen Eagle Advisors | 1.9k | $70k | -4% | Dec 2024 |
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| MAI Wealth Advisors | 1.8k | $67k | 100% | Dec 2024 |
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| Van Hulzen Asset Management | 1.8k | $67k | 100% | Dec 2024 |
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| Goss Wealth Management | 1.8k | $67k | 0% | Dec 2024 |
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| SRS Capital Advisors | 1.7k | $62k | -7% | Dec 2024 |
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| EverSource Wealth Advisors | 1.6k | $59k | 100% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.5k | $57k | -2% | Dec 2024 |
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| Jpmorgan Chase & Co | 1.5k | $55k | -12% | Dec 2024 |
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| United Community Bank | 1.4k | $53k | 0% | Dec 2024 |
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| Cornerstone Planning Group | 1.3k | $47k | 4% | Dec 2024 |
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| VitalStone Financial | 1.2k | $45k | 0% | Sep 2024 |
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| Farther Finance Advisors | 985.00 | $37k | 1% | Dec 2024 |
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| Geneos Wealth Management | 904.00 | $34k | 0% | Dec 2024 |
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| EPG Wealth Management | 871.00 | $33k | 2% | Dec 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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| Kohmann Bosshard Financial Services | 752.00 | $28k | 100% | Dec 2024 |
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| Global Retirement Partners | 662.00 | $25k | 100% | Dec 2024 |
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| Jones Financial Companies, L.L | 642.00 | $24k | 536% | Dec 2024 |
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| Aptus Capital Advisors | 602.00 | $22k | -84% | Dec 2024 |
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| Delta Asset Management | 600.00 | $22k | 0% | Dec 2024 |
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| Lazard Asset Management | 592.00 | $22k | 100% | Dec 2024 |
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| Venturi Wealth Management | 590.00 | $22k | 0% | Dec 2024 |
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| Bellwether Advisors | 577.00 | $22k | 100% | Dec 2024 |
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| Archer Investment Corp | 553.00 | $21k | 0% | Dec 2024 |
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| Tidemark | 551.00 | $21k | 0% | Dec 2024 |
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| Capital Investment Advisory Services | 473.00 | $18k | -98% | Dec 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 |
|---|---|---|---|
| Elevation Capital Advisory | Sep 2024 | 147k | $5.7M |
| Old Mission Capital | Sep 2024 | 40k | $1.6M |
| Citadel Advisors | Sep 2024 | 36k | $1.4M |
| Gts Securities | Sep 2024 | 24k | $920k |
| REDW Stanley Financial Advisors | Sep 2024 | 17k | $644k |
| Integrated Wealth Concepts | Sep 2024 | 11k | $409k |
| Ellenbecker Investment Group | Sep 2024 | 6.4k | $248k |
| Ameritas Advisory Services | Sep 2024 | 6.4k | $246k |
| Mercer Global Advisors | Sep 2024 | 5.2k | $203k |
| Nbc Securities | Sep 2024 | 575.00 | $22k |