Who owns iShares S&P Conservative Allocatn Fd ETF?

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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 497k $20M 10% Sep 2025
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BlackRock 319k $13M 1% Sep 2025
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Morgan Stanley 196k $9.0M 100% Jun 2025
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Lido Advisors 157k $6.3M -6% Sep 2025
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Curran Financial Partners 155k $6.2M -39% Sep 2025
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Weaver Consulting Group 144k $5.8M 1% Sep 2025
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Investment Advisory Group 142k $5.7M 1% Sep 2025
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Cetera Investment Advisers 102k $4.1M 44% Sep 2025
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Wells Fargo & Company 102k $4.1M -21% Sep 2025
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Visionary Wealth Advisors 99k $4.0M -36% Sep 2025
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Cambridge Investment Research Advisors 87k $3.5M 5% Sep 2025
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Foundations Investment Advisors 80k $3.2M 1% Sep 2025
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Private Advisor 62k $2.5M 63% Sep 2025
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Legacy Capital Wealth Partners 55k $2.2M 0% Sep 2025
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David R. Rahn Inc. dba Avalon Capital Management 52k $2.1M 100% Sep 2025
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Gladstone Institutional Advisory 51k $2.0M 4% Sep 2025
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Sentinus 47k $1.9M -5% Sep 2025
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Congress Asset Management 42k $1.7M -16% Sep 2025
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National Bank Of Canada /fi/ 42k $1.7M 34% Sep 2025
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Raymond James Financial 41k $1.7M -47% Sep 2025
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Jpmorgan Chase & Co 41k $1.6M 3169% Sep 2025
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Advisor Group Holdings 41k $1.6M 3% Sep 2025
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Stifel Financial 40k $1.6M 60% Sep 2025
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Consilium Wealth Advisory 37k $1.5M 1% Sep 2025
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Ameriprise Financial 36k $1.4M -21% Sep 2025
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J.w. Cole Advisors 35k $1.4M -14% Sep 2025
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CI Private Wealth 35k $1.4M -3% Sep 2025
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Commonwealth Equity Services 35k $1.4M -6% Sep 2025
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Mariner Wealth Advisors 34k $1.4M 2% Sep 2025
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BlueStem Wealth Partners 34k $1.4M -7% Sep 2025
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Kmg Fiduciary Partners 33k $1.3M 6% Sep 2025
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Onyx Bridge Wealth Group 32k $1.3M 1% Sep 2025
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Thrive Capital Management 32k $1.3M -7% Sep 2025
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Royal Bank of Canada 31k $1.2M 0% Sep 2025
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Harbour Investments 30k $1.2M -1% Sep 2025
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Rik Saylor Financial 30k $1.2M -3% Sep 2025
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UBS Group 29k $1.1M 1% Sep 2025
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Brookstone Capital Management 26k $1.0M -5% Sep 2025
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Warren Averett Asset Management 23k $906k 1% Sep 2025
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Siligmueller & Norvid Wealth Advisors 23k $904k 100% Sep 2025
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Steward Partners Investment Advisory 21k $843k 2212% Sep 2025
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RDA Financial Network 20k $790k -2% Sep 2025
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Atria Wealth Solutions 19k $725k -37% Jun 2025
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Camarda Wealth Advisory 18k $737k 1% Sep 2025
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Modera Wealth Management 18k $734k 11% Sep 2025
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One Capital Management 18k $722k -18% Sep 2025
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Integrated Wealth Concepts 17k $696k 100% Sep 2025
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Wealth Forward 17k $674k -3% Sep 2025
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Equitable Holdings 17k $665k 6% Sep 2025
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Sovereign Financial Group 15k $619k 7% Sep 2025
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Creative Financial Designs 15k $583k 60% Sep 2025
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Waterloo Capital 14k $562k 31% Sep 2025
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Buckingham Strategic Partners 14k $562k 69% Sep 2025
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Ausdal Financial Partners 13k $534k -9% Sep 2025
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TRUE Private Wealth Advisors 13k $508k 11% Sep 2025
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Unique Wealth 12k $496k 0% Sep 2025
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Prosperity Consulting Group 12k $486k -11% Sep 2025
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Valley Financial Group 12k $482k -3% Sep 2025
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Citadel Advisors 12k $474k 78% Sep 2025
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Silver Oak Securities 12k $466k -1% Sep 2025
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Archvest Wealth Advisors 12k $463k -89% Sep 2025
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Federation des caisses Desjardins du Quebec 11k $441k 0% Sep 2025
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AE Wealth Management 11k $436k -17% Sep 2025
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Susquehanna International 11k $429k -55% Sep 2025
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Valpey Financial Services 11k $428k 10% Sep 2025
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Millington Financial Advisors 11k $422k 1% Sep 2025
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Elevation Capital Advisory 10k $400k -96% Sep 2025
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Mml Investors Services 9.7k $391k -47% Sep 2025
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CWM 9.6k $385k 0% Sep 2025
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Insight Wealth Partners 9.4k $378k 0% Sep 2025
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RTD Financial Advisors 9.2k $369k 1% Sep 2025
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Harwood Advisory 8.7k $349k 13% Sep 2025
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Legacy Financial Group 8.6k $335k 1% Jun 2025
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Bank Of Montreal 8.5k $331k 100% Jun 2025
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H D Vest Advisory Services 8.2k $319k 45% Jun 2025
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Aspiriant 8.1k $324k 0% Sep 2025
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Kestra Advisory Services 8.0k $323k -5% Sep 2025
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GeoWealth Management 8.0k $322k 1% Sep 2025
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Transcendent Capital Group 7.7k $310k 31% Sep 2025
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Envestnet Asset Management 7.6k $306k -95% Sep 2025
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Chicago Partners Investment 7.3k $300k 0% Sep 2025
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Nicolet Advisory Services 7.2k $291k 1% Sep 2025
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Verus Capital Partners 7.2k $289k 0% Sep 2025
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Spire Wealth Management 7.1k $286k 0% Sep 2025
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Denver Wealth Management 7.1k $285k 100% Sep 2025
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BridgePort Financial Solutions 7.0k $281k 0% Sep 2025
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Well Done 6.7k $271k 0% Sep 2025
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Tempus Wealth Planning 6.7k $269k -7% Sep 2025
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Moss Adams Wealth Advisors 6.2k $250k 1% Sep 2025
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USAdvisors Wealth Management 6.1k $245k -7% Sep 2025
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First Commonwealth Financial Corporation 6.0k $241k -14% Sep 2025
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Plan Group Financial 5.8k $235k -43% Sep 2025
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HighTower Advisors 5.8k $233k 100% Sep 2025
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Wealth Enhancement Advisory Services 5.7k $229k 0% Sep 2025
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FMR 5.4k $219k 672% Sep 2025
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Endeavor Private Wealth 5.3k $211k 100% Sep 2025
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Western Wealth Management 5.1k $204k 100% Sep 2025
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Prentice Wealth Management 5.0k $202k 100% Sep 2025
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Mutual Advisors 5.0k $203k 100% Sep 2025
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Integrity Financial Corp 4.9k $195k -11% Sep 2025
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IFP Advisors 4.8k $194k -11% Sep 2025
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Ameritas Advisory Services 4.5k $181k 310% Sep 2025
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Geneos Wealth Management 4.0k $161k 343% Sep 2025
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Hanson McClain Advisors 3.4k $138k -4% Sep 2025
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TrueNorth 3.4k $120k -53% Sep 2025
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Goss Wealth Management 3.3k $131k 60% Sep 2025
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Bay Harbor Wealth Management 3.2k $128k 1% Sep 2025
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Golden State Wealth Management 2.6k $106k 0% Sep 2025
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Costello Asset Management 2.6k $106k 0% Sep 2025
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Jones Financial Companies, L.L 2.4k $94k 37% Sep 2025
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Caldwell Trust 2.3k $90k 100% Sep 2025
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TD Waterhouse Canada 2.2k $88k 38% Sep 2025
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MAI Wealth Advisors 1.8k $74k 1% Sep 2025
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United Community Bank 1.4k $57k 0% Sep 2025
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Principal Securities 1.3k $54k -62% Sep 2025
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Cornerstone Planning Group 1.2k $50k 4% Sep 2025
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Glen Eagle Advisors 1.2k $49k -35% Sep 2025
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Central Trust & Investment 1.2k $49k 45% Sep 2025
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1 North Wealth Services 1.2k $48k -35% Sep 2025
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Farther Finance Advisors 1.0k $40k 1% Sep 2025
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CoreCap Advisors 824.00 $33k 0% Sep 2025
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Root Financial Partners 814.00 $33k 100% Sep 2025
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N.E.W. Advisory Services 797.00 $32k 0% Sep 2025
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Advisory Services Network 774.00 $31k 100% Sep 2025
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AdvisorNet Financial 737.00 $30k -13% Sep 2025
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Brian McDonald 723.00 $29k -64% Sep 2025
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Global Retirement Partners 662.00 $27k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 635.00 $26k -2% Sep 2025
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Archer Investment Corp 617.00 $25k 0% Sep 2025
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Aptus Capital Advisors 601.00 $24k 0% Sep 2025
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HFM Investment Advisors 577.00 $23k 1% Sep 2025
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Nbc Securities 575.00 $23k 0% Sep 2025
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Tidemark 551.00 $22k 0% Sep 2025
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CX Institutional 539.00 $22k 6% Sep 2025
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Assetmark 503.00 $20k -97% Sep 2025
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Delta Asset Management 475.00 $19k -15% Sep 2025
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Coston, McIsaac & Partners 453.00 $18k 1% Sep 2025
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Westfuller Advisors 438.00 $18k 100% Sep 2025
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Sunbelt Securities 369.00 $15k 17% Sep 2025
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Harbor Investment Advisory 347.00 $14k 0% Sep 2025
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Private Trust Co Na 300.00 $12k 0% Sep 2025
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FSA Wealth Management 288.00 $12k 0% Sep 2025
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O'shaughnessy Asset Management 196.00 $7.9k 100% Sep 2025
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Mascoma Wealth Management 183.00 $7.3k 0% Sep 2025
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NVWM 176.00 $7.1k 0% Sep 2025
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Qube Research & Technologies 159.00 $6.4k 0% Sep 2025
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Horizons Wealth Management 152.00 $6.1k 0% Sep 2025
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Pineridge Advisors 58.00 $2.3k 0% Sep 2025
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Hartland & Co 15.00 $613.000500 0% Sep 2025
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WestEnd Advisors 3.00 $134.000100 -99% Sep 2025
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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
Win Advisors Jun 2025 220k $8.6M
Goldman Sachs Group Mar 2025 32k $1.2M
Prospera Financial Services Jun 2025 13k $512k
Moors & Cabot Jun 2025 11k $418k
Redmond Asset Management Jun 2025 8.0k $311k
Trilogy Capital Jun 2025 5.8k $228k
Pnc Financial Services Jun 2025 2.3k $92k
SRS Capital Advisors Jun 2025 1.6k $63k
Sound Income Strategies Jun 2025 912.00 $36k
Td Private Client Wealth Jun 2025 743.00 $29k
Bellwether Advisors Jun 2025 646.00 $25k
Mount Yale Investment Advisors Jun 2025 332.00 $13k
Capital Investment Advisory Services Jun 2025 13.00 $507.999700