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
Trilogy Capital 4.7M $161M 38% Jun 2022
LPL Financial 843k $32M 100% Mar 2022
Sargent Bickham Lagudis 434k $15M -1% Jun 2022
Morgan Stanley 382k $14M 100% Mar 2022
Commonwealth Equity Services 328k $11M 286% Jun 2022
Curran Financial Partners 308k $12M -25% Mar 2022
Forward Management 292k $11M -31% Mar 2022
AE Wealth Management 266k $10M 28% Mar 2022
Cambridge Investment Research Advisors 213k $7.4M -7% Jun 2022
Weaver Consulting Group 203k $7.0M -3% Jun 2022
Advisor Group Holdings 202k $7.6M -3% Mar 2022

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Investment Advisory Group 172k $5.9M -1% Jun 2022
Thrive Capital Management 170k $6.4M 20% Mar 2022
Wells Fargo & Company 116k $4.4M -74% Mar 2022
Brookstone Capital Management 94k $3.2M -71% Jun 2022
Ameriprise Financial 87k $3.3M -20% Mar 2022
Archvest Wealth Advisors 81k $2.8M 0% Jun 2022
GeoWealth Management 81k $3.0M 100% Mar 2022
Spire Wealth Management 72k $2.5M 31% Jun 2022
Centaurus Financial 65k $2.5M -50% Mar 2022
Silver Oak Securities 65k $2.4M 100% Mar 2022
J.w. Cole Advisors 58k $2.0M -17% Jun 2022
Envestnet Asset Management 51k $1.9M -74% Mar 2022
Ausdal Financial Partners 50k $1.9M -35% Mar 2022
Jane Street 50k $1.9M 46% Mar 2022
Raymond James Financial Services Advisors 48k $1.8M -79% Mar 2022
True Link Financial Advisors 47k $1.6M 0% Jun 2022
Harwood Advisory 46k $1.7M -25% Mar 2022
Stifel Financial 45k $1.7M 53% Mar 2022
Financial Advocates Investment Management 42k $1.6M -1% Mar 2022
RDA Financial Network 41k $1.4M -14% Jun 2022
Mercer Global Advisors 39k $1.5M 1% Mar 2022
American Trust 38k $1.6M 100% Mar 2022
Yarger Wealth Strategies 37k $1.4M 0% Mar 2022
Kestra Advisory Services 35k $1.3M 5% Mar 2022
Frank. Day 35k $1.3M 100% Mar 2022
CliftonLarsonAllen Wealth Advisors 34k $1.2M 100% Jun 2022
Rothschild Investment Corp 33k $1.1M 0% Jun 2022
Renaissance Technologies 33k $1.2M 54% Mar 2022
Assetmark 33k $1.2M 100% Mar 2022
Peregrine Asset Advisers 33k $1.2M -77% Mar 2022
Multi-Financial Securities 32k $1.2M -3% Mar 2022
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 32k $1.1M -1% Jun 2022
Harrell Investment Partners 31k $1.1M -82% Mar 2022
National Bank Of Canada /fi/ 29k $990k 9% Jun 2022
Sigma Planning 28k $1.1M 0% Mar 2022
Raymond James & Associates 27k $1.0M -62% Mar 2022
Private Advisor 27k $923k -8% Jun 2022
Branch Banking & Trust Company 26k $911k 56% Jun 2022
Fort Point Capital Partners 26k $983k 49% Mar 2022
Capital Investment Advisory Services 26k $894k 0% Jun 2022
Goldman Sachs Group 25k $950k 100% Mar 2022
Wilbanks Smith & Thomas Asset Management 24k $841k -3% Mar 2022
Tempus Wealth Planning 23k $848k -13% Mar 2022
Warren Averett Asset Management 22k $823k 0% Mar 2022
Beacon Pointe Advisors 21k $790k 100% Mar 2022
Aveo Capital Partners 21k $775k -1% Mar 2022
Legacy Financial Group 20k $697k 2% Jun 2022
Reston Wealth Management 20k $694k -8% Jun 2022
Buckingham Strategic Partners 19k $725k 100% Mar 2022
UBS Group 19k $720k -3% Mar 2022
Roman Butler Fullerton & Co 19k $661k 100% Jun 2022
Thrivent Financial for Lutherans 17k $637k 100% Mar 2022
USAdvisors Wealth Management 16k $614k -25% Mar 2022
Modera Wealth Management 16k $559k 0% Jun 2022
Belpointe Asset Management 16k $596k -1% Mar 2022
Mml Investors Services 16k $587k 11% Mar 2022
Sunbelt Securities 15k $559k -8% Mar 2022
Nicolet Advisory Services 15k $545k 4% Mar 2022
Cetera Investment Advisers 14k $536k 6% Mar 2022
Integrity Financial Corp 14k $488k 10% Jun 2022
Western Wealth Management 14k $483k 0% Jun 2022
Creative Financial Designs 14k $520k -17% Mar 2022
RTD Financial Advisors 13k $447k -12% Jun 2022
Gainplan 13k $482k 1% Mar 2022
First Personal Financial Services 12k $430k 3% Jun 2022
WestEnd Advisors 12k $400k 100% Jun 2022
Stephens 11k $397k 17% Mar 2022
Flagship Harbor Advisors 10k $356k 36% Jun 2022
Redhawk Wealth Advisors 9.6k $360k 15% Mar 2022
Compass Ion Advisors 9.4k $354k -73% Mar 2022
Clearview Wealth Advisors 9.4k $354k -67% Mar 2022
Cooper/haims Advisors 9.2k $318k 0% Jun 2022
Ameritas Advisory Services 9.1k $343k -41% Mar 2022
Mutual Advisors 9.1k $343k -2% Mar 2022
WBI Investments 9.0k $306k 100% Jun 2022
First Ascent Asset Management 8.9k $309k 100% Jun 2022
Kuehl Shepherd Kozlowski & Associates 8.9k $328k -2% Mar 2022
Harbor Investment Advisory 8.9k $308k 523% Jun 2022
Orion Portfolio Solutions 8.7k $302k 0% Jun 2022
Bay Harbor Wealth Management 8.7k $326k 4% Mar 2022
Leo H. Evart 8.6k $297k 0% Jun 2022
Resources Investment Advisors 8.6k $322k 0% Mar 2022
Advisory Services Network 8.4k $316k -84% Mar 2022
Jpmorgan Chase & Co 7.9k $296k -11% Mar 2022
Professional Financial Advisors 7.8k $270k -6% Jun 2022
Divergent Planning 7.8k $269k -2% Jun 2022
TRUE Private Wealth Advisors 7.7k $266k 0% Jun 2022
Acorn Wealth Advisors 7.7k $289k 0% Mar 2022
Visionary Wealth Advisors 7.5k $284k 100% Mar 2022
Oppenheimer Asset Management 7.4k $280k 100% Mar 2022
Madrona Financial Services 7.3k $253k -68% Jun 2022
Well Done 7.3k $251k 0% Jun 2022
Equitable Holdings 7.1k $269k 0% Mar 2022
Cornerstone Wealth Management 7.1k $246k -16% Jun 2022
Chicago Partners Investment 7.1k $254k -35% Jun 2022
IHT Wealth Management 7.1k $266k 0% Mar 2022
Patton Albertson & Miller 6.7k $233k 0% Jun 2022
Proequities 6.7k $251k 0% Mar 2022
Capital Advisory Group Advisory Services 6.6k $250k 10% Mar 2022
Two Sigma Securities 6.6k $248k 100% Mar 2022
Geneos Wealth Management 6.3k $219k 17% Jun 2022
Koss-Olinger Consulting 6.2k $215k 0% Jun 2022
Laurel Wealth Advisors 5.9k $224k -5% Mar 2022
Integrated Wealth Concepts 5.4k $204k 0% Mar 2022
Aptus Capital Advisors 5.0k $172k -3% Jun 2022
Qube Research & Technologies 4.8k $181k 66% Mar 2022
Captrust Financial Advisors 4.5k $169k 100% Mar 2022
Sandy Cove Advisors 4.0k $151k 0% Mar 2022
Hanson McClain Advisors 2.8k $98k 15% Jun 2022
Pacific Center for Financial Services 2.6k $97k 0% Mar 2022
Money Concepts Capital Corp 2.5k $87k -25% Jun 2022
Mascoma Wealth Management 2.4k $82k 18% Jun 2022
Retirement Group 2.0k $69k 0% Jun 2022
Syverson Strege & Co 2.0k $75k -6% Mar 2022
Coastal Capital Group 1.8k $61k -2% Jun 2022
Steward Partners Investment Advisory 1.7k $57k -80% Jun 2022
Heritage Wealth Advisors 1.5k $53k 100% Jun 2022
Global Retirement Partners 1.5k $52k 0% Jun 2022
SRS Capital Advisors 1.5k $57k -21% Mar 2022
Prospera Financial Services 1.5k $56k 100% Mar 2022
AdvisorNet Financial 1.1k $38k -2% Jun 2022
TCI Wealth Advisors 1.0k $35k 100% Jun 2022
High Net Worth Advisory Group 1.0k $38k 0% Mar 2022
Ahrens Investment Partners 900.00 $34k -6% Mar 2022
TSFG 887.00 $31k -66% Jun 2022
Toth Financial Advisory Corporation 776.00 $27k 100% Jun 2022
St. James Investment Advisors 677.00 $26k -7% Mar 2022
CWM 529.00 $18k 0% Jun 2022
Northwestern Mutual Wealth Management Company 382.00 $13k 0% Jun 2022
JNBA Financial Advisors 379.00 $13k 1% Jun 2022
Larson Financial Group 352.00 $12k -94% Jun 2022
Absolute Investment Management 331.00 $11k 0% Jun 2022
Global Wealth Management Investment Advisory 315.00 $12k 0% Mar 2022
Life Planning Partners 277.00 $10k 0% Jun 2022
SOA Wealth Advisors 270.00 $9.0k 0% Jun 2022
Sugarloaf Wealth Management 114.00 $4.0k 0% Jun 2022
Mach-1 Financial Group 81.00 $3.0k 100% Mar 2022
Costello Asset Management 78.00 $3.0k 0% Jun 2022
Bellwether Advisors 78.00 $2.0k 609% Mar 2022
Lake Point Wealth Management 52.00 $2.0k 0% Jun 2022
RWM Asset Management 25.00 $1.0k -7% Jun 2022
Gradient Investments 11.00 $0 100% Jun 2022
Lloyd Advisory Services 6.00 $0 0% Mar 2022
FMR 2.00 $0 100% Mar 2022

Who sold out of iShares S&P Conservative Allocatn Fd ETF?

Fund or Company Name Date Sold Shares Held Valued At
Atria Investments Dec 2021 276k $11M
Bank of America Corporation Dec 2021 172k $6.9M
HB Wealth Management Mar 2022 54k $2.0M
Sowell Financial Services Dec 2021 33k $1.3M
Efficient Advisors Dec 2021 20k $790k
Clear Creek Financial Management Mar 2022 18k $676k
Brian McDonald Dec 2021 17k $652k
Oppenheimer & Co Dec 2021 17k $670k
Janney Montgomery Scott Dec 2021 16k $656k
H D Vest Advisory Services Dec 2021 14k $551k
Congress Asset Management Dec 2021 10k $400k
Consilium Wealth Advisory Mar 2022 6.8k $258k
Citadel Advisors Dec 2021 6.8k $270k
Beacon Financial Advisory Mar 2022 6.2k $234k
RFG Advisory Dec 2021 5.9k $238k
CoreCap Advisors Dec 2021 3.6k $143k
Benjamin F. Edwards & Company Dec 2021 2.7k $109k
Cornerstone Advisory Dec 2021 1.7k $66k
Delta Asset Management Dec 2021 725.00 $29k
Landmark Wealth Management Mar 2022 564.00 $564k
Retirement Planning Co of New England Dec 2021 346.00 $13k
Koshinski Asset Management Mar 2022 285.00 $11k
O'shaughnessy Asset Management Dec 2021 23.00 $1.0k
Goodwin Investment Advisory Dec 2021 21.00 $999.999000