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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors | 519k | $19M | 0% | Mar 2024 |
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| LPL Financial | 449k | $17M | 100% | Mar 2024 |
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| BlackRock | 321k | $12M | 100% | Mar 2024 |
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| Lido Advisors | 284k | $10M | -19% | Mar 2024 |
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| National Bank Of Canada /fi/ | 229k | $8.3M | 50% | Mar 2024 |
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| Morgan Stanley | 174k | $6.4M | 100% | Mar 2024 |
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| Wells Fargo & Company | 168k | $6.2M | -66% | Mar 2024 |
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| Curran Financial Partners | 168k | $6.2M | 3% | Jun 2024 |
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| Weaver Consulting Group | 152k | $5.6M | -2% | Jun 2024 |
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| Investment Advisory Group | 146k | $5.4M | 1% | Mar 2024 |
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| WNY Asset Management | 132k | $4.9M | -13% | Mar 2024 |
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| Bank of America Corporation | 128k | $4.7M | -48% | Mar 2024 |
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| Cambridge Investment Research Advisors | 108k | $4.0M | -7% | Mar 2024 |
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| Advisor Group Holdings | 106k | $3.9M | -21% | Mar 2024 |
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| Archvest Wealth Advisors | 87k | $3.2M | 0% | Mar 2024 |
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| Trilogy Capital | 79k | $2.9M | -1% | Jun 2024 |
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| Ameriprise Financial | 72k | $2.6M | 100% | Mar 2024 |
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| Brookstone Capital Management | 71k | $2.7M | -8% | Jun 2024 |
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| SageView Advisory Group | 71k | $3.6M | 100% | Mar 2024 |
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| Congress Asset Management | 55k | $2.0M | -58% | Mar 2024 |
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| Cetera Investment Advisers | 54k | $2.0M | 100% | Mar 2024 |
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| Ausdal Financial Partners | 49k | $1.8M | 4% | Mar 2024 |
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| Consilium Wealth Advisory | 48k | $1.8M | -1% | Mar 2024 |
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| Goldman Sachs Group | 40k | $1.5M | 54% | Mar 2024 |
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| AE Wealth Management | 40k | $1.5M | -70% | Mar 2024 |
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| Royal Bank of Canada | 38k | $1.4M | -49% | Mar 2024 |
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| UBS Group | 38k | $1.4M | -4% | Mar 2024 |
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| J.w. Cole Advisors | 36k | $1.3M | -2% | Mar 2024 |
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| CI Private Wealth | 36k | $1.3M | -10% | Mar 2024 |
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| Commonwealth Equity Services | 33k | $1.2M | 5% | Mar 2024 |
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| Citadel Advisors | 32k | $1.2M | 12% | Mar 2024 |
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| Sentinus | 29k | $1.1M | 100% | Mar 2024 |
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| Atria Wealth Solutions | 28k | $1.0M | -13% | Jun 2024 |
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| Harbour Investments | 27k | $1.0M | 14% | Mar 2024 |
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| Jane Street | 27k | $995k | -29% | Mar 2024 |
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| Capital Investment Advisory Services | 25k | $930k | 0% | Mar 2024 |
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| Eight 31 Financial | 25k | $927k | 100% | Mar 2024 |
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| RDA Financial Network | 25k | $926k | -5% | Jun 2024 |
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| Flagship Harbor Advisors | 22k | $809k | 29% | Mar 2024 |
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| Onyx Bridge Wealth Group | 21k | $790k | 100% | Jun 2024 |
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| Harwood Advisory | 19k | $709k | -9% | Mar 2024 |
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| Private Advisor | 19k | $692k | -1% | Mar 2024 |
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| Camarda Wealth Advisory | 18k | $663k | -3% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 18k | $653k | 100% | Mar 2024 |
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| Warren Averett Asset Management | 18k | $649k | 17% | Mar 2024 |
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| Modera Wealth Management | 17k | $622k | 1% | Mar 2024 |
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| REDW Stanley Financial Advisors | 17k | $614k | 0% | Mar 2024 |
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| Raymond James & Associates | 17k | $611k | 49% | Jun 2024 |
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| Wealth Forward | 16k | $605k | 0% | Jun 2024 |
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| Silver Oak Securities | 16k | $598k | 43% | Jun 2024 |
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| Valley Financial Group | 16k | $584k | 100% | Mar 2024 |
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| Aveo Capital Partners | 16k | $571k | 0% | Mar 2024 |
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| Assetmark | 16k | $578k | -37% | Mar 2024 |
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| First Personal Financial Services | 13k | $493k | 1% | Mar 2024 |
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| Kestra Advisory Services | 13k | $492k | -8% | Mar 2024 |
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| Susquehanna International | 13k | $482k | 100% | Mar 2024 |
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| Envestnet Asset Management | 12k | $458k | 100% | Mar 2024 |
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| Waterloo Capital | 12k | $449k | 100% | Mar 2024 |
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| Mills Wealth Advisors | 12k | $444k | -4% | Mar 2024 |
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| Prosperity Consulting Group | 12k | $427k | 100% | Mar 2024 |
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| Plan Group Financial | 11k | $420k | -5% | Mar 2024 |
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| TRUE Private Wealth Advisors | 11k | $420k | 0% | Jun 2024 |
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| Belpointe Asset Management | 11k | $419k | 100% | Mar 2024 |
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| Spire Wealth Management | 11k | $399k | -9% | Mar 2024 |
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| Millington Financial Advisors | 11k | $386k | 7% | Mar 2024 |
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| Qube Research & Technologies | 10k | $373k | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 10k | $368k | -62% | Jun 2024 |
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| Chicago Partners Investment | 9.7k | $351k | 13% | Mar 2024 |
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| Mml Investors Services | 9.7k | $355k | -10% | Mar 2024 |
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| Reston Wealth Management | 9.5k | $349k | -8% | Mar 2024 |
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| Legacy Financial Group | 9.2k | $341k | -3% | Jun 2024 |
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| Bank Of Montreal | 9.2k | $338k | 1% | Mar 2024 |
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| JDM Financial Group | 9.1k | $334k | 21% | Mar 2024 |
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| RTD Financial Advisors | 8.9k | $328k | 100% | Jun 2024 |
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| National Wealth Management Group | 8.8k | $325k | 0% | Mar 2024 |
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| Stifel Financial | 8.4k | $309k | -61% | Mar 2024 |
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| Equitable Holdings | 7.9k | $291k | -16% | Mar 2024 |
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| Advisory Alpha | 7.7k | $284k | -16% | Mar 2024 |
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| Nicolet Advisory Services | 7.7k | $281k | 100% | Mar 2024 |
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| CWM | 7.0k | $257k | 0% | Jun 2024 |
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| Orion Portfolio Solutions | 7.0k | $256k | -1% | Mar 2024 |
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| Integrity Financial Corp | 6.9k | $256k | -10% | Mar 2024 |
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| Well Done | 6.9k | $254k | 100% | Jun 2024 |
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| Oakmont Partners | 6.8k | $250k | -16% | Jun 2024 |
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| Verus Capital Partners | 6.7k | $247k | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 6.6k | $244k | 100% | Mar 2024 |
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| Axxcess Wealth Management | 6.6k | $244k | -1% | Mar 2024 |
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| Creative Financial Designs | 6.6k | $243k | -14% | Mar 2024 |
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| USAdvisors Wealth Management | 6.6k | $243k | -7% | Mar 2024 |
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| Insight Wealth Partners | 6.5k | $239k | 0% | Jun 2024 |
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| Ellenbecker Investment Group | 6.4k | $237k | 100% | Jun 2024 |
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| FinTrust Capital Advisors | 6.1k | $226k | -2% | Jun 2024 |
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| Eagle Strategies | 6.0k | $222k | 100% | Mar 2024 |
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| Moss Adams Wealth Advisors | 6.0k | $222k | 0% | Jun 2024 |
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| Tempus Wealth Planning | 5.7k | $212k | 100% | Jun 2024 |
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| Brian McDonald | 4.3k | $157k | 100% | Mar 2024 |
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| Centaurus Financial | 4.2k | $155k | -13% | Mar 2024 |
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| Costello Asset Management | 4.2k | $154k | -16% | Mar 2024 |
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| Aptus Capital Advisors | 4.1k | $151k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.8k | $141k | -1% | Mar 2024 |
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| Hanson McClain Advisors | 3.8k | $140k | 44% | Jun 2024 |
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| Proequities | 3.5k | $128M | -14% | Jun 2024 |
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| Bay Harbor Wealth Management | 3.3k | $122k | 0% | Jun 2024 |
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| Jpmorgan Chase & Co | 3.3k | $121k | 6% | Mar 2024 |
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| GeoWealth Management | 3.1k | $115M | 100% | Mar 2024 |
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| Central Trust & Investment | 2.4k | $87k | 0% | Mar 2024 |
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| Joseph Group Capital Management | 2.2k | $82k | 100% | Mar 2024 |
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| VitalStone Financial | 2.1k | $76k | 3% | Mar 2024 |
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| SRS Capital Advisors | 2.0k | $74k | -2% | Mar 2024 |
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| Retirement Group | 2.0k | $74k | 0% | Mar 2024 |
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| Glen Eagle Advisors | 1.9k | $72k | 100% | Mar 2024 |
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| AdvisorNet Financial | 1.7k | $63k | -7% | Jun 2024 |
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| TD Waterhouse Canada | 1.6k | $90k | 100% | Mar 2024 |
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| United Community Bank | 1.4k | $53k | 100% | Mar 2024 |
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| Triad Wealth Partners | 1.3k | $47k | 100% | Jun 2024 |
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| Coastal Investment Advisors | 1.2k | $44k | 0% | Jun 2024 |
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| Cornerstone Planning Group | 1.1k | $41k | 22% | Mar 2024 |
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| Geneos Wealth Management | 904.00 | $33k | 0% | Jun 2024 |
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| EPG Wealth Management | 846.00 | $31k | 100% | Mar 2024 |
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| Rain Capital Management | 650.00 | $24k | 100% | Mar 2024 |
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| Delta Asset Management | 600.00 | $22k | 0% | Mar 2024 |
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| Venturi Wealth Management | 590.00 | $22k | 0% | Jun 2024 |
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| Nbc Securities | 575.00 | $21k | 0% | Jun 2024 |
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| Archer Investment Corp | 553.00 | $20k | 100% | Mar 2024 |
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| Tidemark | 551.00 | $20k | 0% | Mar 2024 |
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| Absolute Investment Management | 476.00 | $18k | 1% | Jun 2024 |
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| Coston, McIsaac & Partners | 432.00 | $15k | 1% | Mar 2024 |
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| Mascoma Wealth Management | 368.00 | $14k | -43% | Mar 2024 |
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| Harbor Investment Advisory | 331.00 | $12k | -13% | Jun 2024 |
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| First Command Advisory Services | 312.00 | $12k | 100% | Mar 2024 |
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| FSA Wealth Management | 288.00 | $11k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 277.00 | $10k | 0% | Mar 2024 |
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| SOA Wealth Advisors | 270.00 | $10k | 0% | Jun 2024 |
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| JNBA Financial Advisors | 234.00 | $8.6k | 35% | Jun 2024 |
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| Financial Perspectives | 155.00 | $5.7k | 0% | Mar 2024 |
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| Horizons Wealth Management | 148.00 | $5.5k | 0% | Jun 2024 |
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| Sunbelt Securities | 146.00 | $5.4k | 0% | Mar 2024 |
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| NVWM | 132.00 | $4.9k | 116% | Mar 2024 |
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| Sugarloaf Wealth Management | 111.00 | $4.1k | 1% | Jun 2024 |
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| Goss Wealth Management | 95.00 | $3.5k | 100% | Mar 2024 |
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| RFP Financial Group | 71.00 | $2.6k | 0% | Jun 2024 |
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| Ronald Blue Trust | 60.00 | $2.2k | 0% | Jun 2024 |
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| Pineridge Advisors | 56.00 | $2.1k | 2% | Jun 2024 |
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| Tower Research Capital | 53.00 | $2.0k | 100% | Mar 2024 |
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| CGC Financial Services | 33.00 | $1.2k | 0% | Jun 2024 |
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| Continuum Advisory | 28.00 | $1.0k | 0% | Jun 2024 |
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| Bnp Paribas Arbitrage, Snc | 1.00 | $37.000000 | 0% | Mar 2024 |
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| FMR | 1.00 | $37.000000 | 100% | Mar 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 |
|---|---|---|---|
| Win Advisors | Dec 2023 | 317k | $11M |
| Retireful | Dec 2023 | 101k | $3.6M |
| Thrive Capital Management | Dec 2023 | 99k | $3.6M |
| Branch Banking & Trust Company | Dec 2023 | 38k | $1.4M |
| Charles Schwab Trust | Mar 2024 | 29k | $1.1M |
| Gainplan | Mar 2024 | 13k | $484k |
| Buckingham Strategic Partners | Dec 2023 | 11k | $386k |
| Mutual Advisors | Dec 2023 | 8.8k | $320k |
| Capital Asset Advisory Services | Mar 2024 | 6.6k | $242k |
| Vestmark Advisory Solutions | Dec 2023 | 6.0k | $215k |
| Western Wealth Management | Mar 2024 | 5.7k | $208k |
| Renaissance Technologies | Dec 2023 | 5.6k | $202k |
| WestEnd Advisors | Dec 2023 | 5.5k | $198k |
| Lazard Asset Management | Dec 2023 | 5.1k | $185k |
| Advisory Services Network | Dec 2023 | 885.00 | $32k |
| Country Trust Bank | Mar 2024 | 702.00 | $26k |
| Parallel Advisors | Dec 2023 | 601.00 | $22k |
| Global Wealth Management Investment Advisory | Dec 2023 | 315.00 | $11k |
| Bogart Wealth | Dec 2023 | 40.00 | $1.4k |