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 658k $23M -10% Mar 2023
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Wells Fargo & Company 648k $22M 21% Dec 2022
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Atlas Capital Advisors 519k $18M 0% Mar 2023
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Sargent Bickham Lagudis 405k $14M -5% Dec 2022
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WNY Asset Management 383k $13M 7% Mar 2023
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Lido Advisors 366k $13M 100% Mar 2023
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BlackRock 344k $12M -2% Mar 2023
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Jane Street 327k $11M 100% Mar 2023
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Morgan Stanley 308k $10M 100% Dec 2022
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Bank of America Corporation 286k $10M -53% Mar 2023
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National Bank Of Canada /fi/ 247k $8.6M 52% Mar 2023
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Royal Bank of Canada 245k $8.2M 365% Dec 2022
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Curran Financial Partners 210k $7.4M -10% Mar 2023
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AE Wealth Management 199k $7.0M 0% Mar 2023
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Weaver Consulting Group 175k $6.1M -4% Mar 2023
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Cambridge Investment Research Advisors 155k $5.4M -15% Mar 2023
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Investment Advisory Group 149k $5.2M -4% Mar 2023
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Thrive Capital Management 140k $4.8M 1% Mar 2023
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Advisor Group Holdings 131k $4.6M -7% Mar 2023
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Stifel Financial 117k $3.9M 556% Dec 2022
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GeoWealth Management 110k $3.7M 28% Dec 2022
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Archvest Wealth Advisors 107k $3.7M 5% Mar 2023
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Trilogy Capital 103k $3.6M 867% Mar 2023
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Brookstone Capital Management 94k $3.3M 5% Mar 2023
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Ameriprise Financial 69k $2.4M -11% Mar 2023
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J.w. Cole Advisors 58k $2.0M 17% Mar 2023
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Atria Wealth Solutions 54k $1.9M -3% Mar 2023
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Congress Asset Management 54k $1.9M -84% Mar 2023
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Ausdal Financial Partners 48k $1.7M -2% Mar 2023
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True Link Financial Advisors 47k $1.6M 0% Mar 2023
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Commonwealth Equity Services 42k $1.4M -6% Mar 2023
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Goldman Sachs Group 41k $1.4M 94% Mar 2023
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Legacy Capital Wealth Partners 37k $1.3M 100% Mar 2023
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UBS Group 35k $1.2M 62% Mar 2023
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Raymond James Financial Services Advisors 35k $1.2M -49% Mar 2023
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RDA Financial Network 35k $1.2M 1% Mar 2023
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Renaissance Technologies 34k $1.2M 0% Mar 2023
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Harbour Investments 33k $1.2M 20% Mar 2023
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Rothschild Investment Corp 33k $1.2M 0% Mar 2023
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Susquehanna International 33k $1.2M -58% Mar 2023
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Kestra Advisory Services 32k $1.1M -30% Mar 2023
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Frank. Day 32k $1.1M -2% Mar 2023
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Multi-Financial Securities 28k $952k -9% Dec 2022
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Jpmorgan Chase & Co 28k $983k 2063% Mar 2023
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Harwood Advisory 28k $962k -9% Mar 2023
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CI Private Wealth 28k $963k -52% Mar 2023
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Capital Investment Advisory Services 26k $901k 0% Mar 2023
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Assetmark 26k $898k 1% Mar 2023
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Tiedemann Wealth Management 26k $898k 0% Mar 2023
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Spire Wealth Management 25k $858k 169% Mar 2023
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Financial Network Investment Corporation 24k $808k 100% Dec 2022
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Aveo Capital Partners 24k $823k 16% Mar 2023
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Retireful 22k $773k 100% Mar 2023
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Private Advisor 20k $698k -4% Mar 2023
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Warren Averett Asset Management 20k $685k 41% Mar 2023
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Chicago Wealth Management 19k $641k 100% Dec 2022
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Envestnet Asset Management 18k $624k -94% Mar 2023
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Flagship Harbor Advisors 17k $588k 21% Mar 2023
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Modera Wealth Management 17k $578k 1% Mar 2023
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Harrell Investment Partners 16k $565k 0% Mar 2023
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Sentinus 16k $568k 37% Mar 2023
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Buckingham Strategic Partners 16k $542k 8% Mar 2023
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TRUE Private Wealth Advisors 15k $509k 100% Mar 2023
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Reston Wealth Management 14k $505k -11% Mar 2023
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Citadel Advisors 14k $496k 100% Mar 2023
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Chicago Partners Investment 14k $473k 91% Mar 2023
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First Personal Financial Services 13k $464k 11% Mar 2023
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Gainplan 13k $454k 2% Mar 2023
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Raymond James & Associates 13k $454k -98% Mar 2023
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Belpointe Asset Management 13k $432k 0% Dec 2022
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Silver Oak Securities 13k $443k -5% Mar 2023
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Cetera Investment Advisers 12k $435k -20% Mar 2023
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Consilium Wealth Advisory 12k $420k 100% Mar 2023
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Nicolet Advisory Services 12k $418k -5% Mar 2023
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Legacy Financial Group 12k $413k -6% Mar 2023
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H D Vest Advisory Services 11k $390k 0% Mar 2023
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Integrity Financial Corp 11k $389k -19% Mar 2023
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Bank Of Montreal 11k $364k 1% Dec 2022
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Mml Investors Services 9.9k $345k -13% Mar 2023
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Financial Advocates Investment Management 9.7k $339k -8% Mar 2023
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Millington Financial Advisors 9.3k $326k 0% Mar 2023
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Orion Portfolio Solutions 9.3k $311k 18% Dec 2022
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Creative Financial Designs 9.0k $316k 2% Mar 2023
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National Wealth Management Group 8.8k $309k 100% Mar 2023
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IFP Advisors 8.3k $284k -9% Mar 2023
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Professional Financial Advisors 8.3k $312k 100% Mar 2023
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USAdvisors Wealth Management 7.9k $276k -5% Mar 2023
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Proequities 7.4k $248M -4% Dec 2022
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Ameritas Advisory Services 7.4k $257k -22% Mar 2023
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Kuehl Shepherd Kozlowski & Associates 7.1k $248k 0% Mar 2023
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Robertson Stephens Wealth Management 6.9k $243k 100% Mar 2023
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Resources Investment Advisors 6.8k $237k 0% Mar 2023
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Fort Point Capital Partners 6.7k $233k -3% Mar 2023
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Insight Wealth Partners 6.5k $226k 0% Mar 2023
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Cary Street Partner Investment Advisory 6.3k $220k -28% Mar 2023
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Koss-Olinger Consulting 6.2k $217k 0% Mar 2023
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VitalStone Financial 6.2k $246k -5% Mar 2023
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Mutual Advisors 6.1k $213k -30% Mar 2023
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Nvest Financial 5.9k $205k 100% Mar 2023
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Bay Harbor Wealth Management 5.0k $175k -4% Mar 2023
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Aptus Capital Advisors 4.6k $160k 2% Mar 2023
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JDM Financial Group 4.4k $153k 4% Mar 2023
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Centaurus Financial 4.4k $152k 1% Mar 2023
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Clearview Wealth Advisors 3.0k $103k -24% Mar 2023
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Mascoma Wealth Management 2.5k $90k 0% Mar 2023
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Hanson McClain Advisors 2.4k $84k 15% Mar 2023
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Joseph Group Capital Management 2.2k $78k 0% Mar 2023
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Syverson Strege & Co 2.0k $72k 1% Mar 2023
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Retirement Group 2.0k $67k 100% Dec 2022
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IAG Wealth Partners 1.9k $66k 100% Mar 2023
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Steward Partners Investment Advisory 1.7k $56k -92% Dec 2022
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Harbor Investment Advisory 1.6k $56k -77% Mar 2023
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AdvisorNet Financial 1.6k $54k 0% Mar 2023
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SRS Capital Advisors 1.5k $53k -11% Mar 2023
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Coastal Capital Group 1.5k $52k -6% Mar 2023
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Rain Capital Management 953.00 $33k 1% Mar 2023
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Geneos Wealth Management 900.00 $32k 0% Mar 2023
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Advisory Services Network 881.00 $31k 20% Mar 2023
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Heritage Wealth Management 880.00 $30k 100% Dec 2022
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ICA Group Wealth Management 687.00 $24k 12% Mar 2023
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Delta Asset Management 620.00 $22k -5% Mar 2023
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Parallel Advisors 601.00 $21k 100% Mar 2023
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Venturi Wealth Management 590.00 $21k 100% Mar 2023
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CoreCap Advisors 424.00 $14k 100% Dec 2022
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Coston, McIsaac & Partners 419.00 $14k 1% Mar 2023
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Ahrens Investment Partners 400.00 $14k 100% Mar 2023
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Northwestern Mutual Wealth Management Company 342.00 $12k -10% Dec 2022
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Absolute Investment Management 331.00 $12k 0% Mar 2023
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CWM 331.00 $12k 0% Mar 2023
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Emerald Investment Partners 290.00 $10k 100% Mar 2023
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Bellwether Advisors 279.00 $9.8k 16% Mar 2023
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Cornerstone Planning Group 278.00 $9.7k 100% Dec 2022
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SOA Wealth Advisors 270.00 $9.4k 0% Mar 2023
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Sunbelt Securities 150.00 $5.2k 100% Mar 2023
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Horizons Wealth Management 135.00 $4.7k 0% Mar 2023
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Sugarloaf Wealth Management 106.00 $3.7k -9% Mar 2023
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Goss Wealth Management 95.00 $3.3k 0% Mar 2023
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FinTrust Capital Advisors 89.00 $3.0k 0% Mar 2023
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Costello Asset Management 78.00 $2.7k 0% Mar 2023
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NVWM 47.00 $1.6k 42% Mar 2023
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Live Oak Investment Partners 42.00 $1.5k 0% Mar 2023
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Tower Research Capital 41.00 $999.998200 -73% Mar 2023
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FMR 1.00 $35.000000 0% Mar 2023
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St. James Investment Advisors 1.00 $34.000000 -100% Dec 2022
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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
Forward Management Sep 2022 231k $7.5M
Affiance Financial Dec 2022 160k $5.4M
Janney Montgomery Scott Dec 2022 137k $4.6M
Gateway Advisory Dec 2022 114k $3.8M
Allen Capital Group Dec 2022 101k $3.4M
Vestmark Advisory Solutions Dec 2022 62k $2.1M
Raymond James Trust Dec 2022 51k $1.7M
Branch Banking & Trust Company Dec 2022 44k $1.5M
Thrivent Financial for Lutherans Dec 2022 39k $1.3M
Annex Advisory Services, LLC, d/b/a Annex Wealth Management Dec 2022 35k $1.2M
Mercer Global Advisors Dec 2022 30k $992k
Arden Trust Dec 2022 28k $952k
Franklin Resources Dec 2022 28k $952k
Kmg Fiduciary Partners Dec 2022 24k $812k
Janney Capital Management Dec 2022 17k $577k
PFG Advisors Dec 2022 12k $401k
Western Wealth Management Sep 2022 12k $380k
J Arnold Wealth Management Dec 2022 12k $386k
Clarius Dec 2022 11k $365k
Advocacy Wealth Management Services Dec 2022 9.7k $326k
Leo H. Evart Dec 2022 8.5k $287k
Two Sigma Securities Dec 2022 7.6k $256k
First Ascent Asset Management Dec 2022 7.5k $251k
Well Done Dec 2022 7.3k $244k
Financial Advisors Dec 2022 7.1k $239k
Cornerstone Wealth Management Sep 2022 6.3k $206k
Pacific Center for Financial Services Sep 2022 2.6k $84k
Money Concepts Capital Corp Dec 2022 2.3k $76k
Coastal Investment Advisors Dec 2022 1.8k $60k
Global Retirement Partners Dec 2022 1.5k $52k
High Net Worth Advisory Group Dec 2022 1.0k $34k
Carolinas Wealth Consulting Dec 2022 929.00 $31k
Goodwin Investment Advisory Dec 2022 168.00 $5.6k
RWM Asset Management Dec 2022 92.00 $3.1k
Accurate Wealth Management Dec 2022 30.00 $1.0k