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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| Wells Fargo & Company | 490k | $18M | 551% | Dec 2023 |
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| Lido Advisors | 348k | $13M | -1% | Dec 2023 |
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| Bank of America Corporation | 245k | $8.9M | 81% | Dec 2023 |
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| Curran Financial Partners | 159k | $5.7M | -39% | Dec 2023 |
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| Weaver Consulting Group | 155k | $5.7M | -3% | Mar 2024 |
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| National Bank Of Canada /fi/ | 153k | $5.5M | -38% | Dec 2023 |
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| WNY Asset Management | 152k | $5.5M | 544% | Dec 2023 |
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| Investment Advisory Group | 145k | $5.2M | -2% | Dec 2023 |
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| Advisor Group Holdings | 134k | $4.9M | 3% | Dec 2023 |
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| AE Wealth Management | 131k | $4.7M | -68% | Dec 2023 |
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| Cambridge Investment Research Advisors | 108k | $4.0M | -7% | Mar 2024 |
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| Thrive Capital Management | 99k | $3.6M | -21% | Dec 2023 |
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| Archvest Wealth Advisors | 87k | $3.1M | -17% | Dec 2023 |
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| Trilogy Capital | 80k | $2.9M | -4% | Mar 2024 |
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| Brookstone Capital Management | 77k | $2.8M | -10% | Mar 2024 |
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| Royal Bank of Canada | 74k | $2.7M | 26% | Dec 2023 |
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| Silver Oak Securities | 60k | $2.2M | 21% | Dec 2023 |
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| Congress Asset Management | 55k | $2.0M | -58% | Mar 2024 |
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| Ausdal Financial Partners | 49k | $1.8M | 4% | Mar 2024 |
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| Consilium Wealth Advisory | 49k | $1.8M | -37% | Dec 2023 |
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| CI Private Wealth | 39k | $1.4M | 43% | Dec 2023 |
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| UBS Group | 39k | $1.4M | -1% | Dec 2023 |
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| Branch Banking & Trust Company | 38k | $1.4M | 100% | Dec 2023 |
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| Jane Street | 38k | $1.4M | -71% | Dec 2023 |
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| J.w. Cole Advisors | 36k | $1.3M | -26% | Dec 2023 |
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| Atria Wealth Solutions | 32k | $1.2M | -11% | Dec 2023 |
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| Commonwealth Equity Services | 32k | $1.1M | -12% | Dec 2023 |
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| Charles Schwab Trust | 29k | $1.1M | 100% | Mar 2024 |
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| Citadel Advisors | 28k | $1.0M | 100% | Dec 2023 |
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| Janney Montgomery Scott | 28k | $1.0M | 189% | Dec 2023 |
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| RDA Financial Network | 26k | $971k | -4% | Mar 2024 |
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| Goldman Sachs Group | 26k | $946k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 26k | $960k | -65% | Mar 2024 |
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| Capital Investment Advisory Services | 25k | $930k | 0% | Mar 2024 |
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| Assetmark | 25k | $895k | 9% | Dec 2023 |
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| Harbour Investments | 24k | $866k | 1% | Dec 2023 |
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| Flagship Harbor Advisors | 22k | $809k | 29% | Mar 2024 |
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| Stifel Financial | 22k | $778k | 191% | Dec 2023 |
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| Harwood Advisory | 21k | $761k | -6% | Dec 2023 |
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| Private Advisor | 19k | $687k | 1% | Dec 2023 |
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| Camarda Wealth Advisory | 19k | $670k | -5% | Dec 2023 |
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| Modera Wealth Management | 17k | $605k | 1% | Dec 2023 |
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| REDW Stanley Financial Advisors | 17k | $602k | 100% | Dec 2023 |
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| Wealth Forward | 16k | $586k | 100% | Dec 2023 |
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| Aveo Capital Partners | 16k | $569k | -32% | Dec 2023 |
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| Warren Averett Asset Management | 15k | $545k | -16% | Dec 2023 |
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| Kestra Advisory Services | 15k | $527k | -9% | Dec 2023 |
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| First Personal Financial Services | 13k | $493k | 1% | Mar 2024 |
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| Gainplan | 13k | $484k | 0% | Mar 2024 |
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| Plan Group Financial | 11k | $420k | -5% | Mar 2024 |
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| TRUE Private Wealth Advisors | 11k | $419k | 6% | Mar 2024 |
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| Raymond James & Associates | 11k | $408k | -97% | Mar 2024 |
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| Spire Wealth Management | 11k | $399k | -9% | Mar 2024 |
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| Buckingham Strategic Partners | 11k | $386k | -29% | Dec 2023 |
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| Reston Wealth Management | 10k | $372k | -5% | Dec 2023 |
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| Millington Financial Advisors | 9.8k | $355k | 0% | Dec 2023 |
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| Chicago Partners Investment | 9.7k | $351k | 13% | Mar 2024 |
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| Legacy Financial Group | 9.5k | $350k | 100% | Mar 2024 |
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| Advisory Alpha | 9.2k | $331k | -7% | Dec 2023 |
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| Bank Of Montreal | 9.1k | $318k | 0% | Dec 2023 |
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| Mutual Advisors | 8.8k | $320k | 0% | Dec 2023 |
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| National Wealth Management Group | 8.8k | $319k | 0% | Dec 2023 |
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| First Ascent Asset Management | 8.6k | $311k | 19% | Dec 2023 |
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| Oakmont Partners | 8.0k | $296k | 0% | Mar 2024 |
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| Integrity Financial Corp | 7.7k | $280k | -9% | Dec 2023 |
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| Creative Financial Designs | 7.6k | $276k | -6% | Dec 2023 |
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| JDM Financial Group | 7.5k | $272k | 21% | Dec 2023 |
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| USAdvisors Wealth Management | 7.1k | $256k | 2% | Dec 2023 |
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| Orion Portfolio Solutions | 7.0k | $252k | -2% | Dec 2023 |
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| CWM | 7.0k | $257k | -1% | Mar 2024 |
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| Axxcess Wealth Management | 6.7k | $242k | -28% | Dec 2023 |
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| Capital Asset Advisory Services | 6.6k | $242k | -1% | Mar 2024 |
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| Napa Wealth Management | 6.1k | $221k | 100% | Dec 2023 |
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| Eagle Strategies | 6.0k | $222k | 100% | Mar 2024 |
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| Vestmark Advisory Solutions | 6.0k | $215k | 100% | Dec 2023 |
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| Prospera Financial Services | 5.9k | $214k | 100% | Dec 2023 |
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| Moss Adams Wealth Advisors | 5.9k | $214k | 100% | Dec 2023 |
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| Western Wealth Management | 5.7k | $205k | 100% | Dec 2023 |
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| WestEnd Advisors | 5.5k | $198k | 1552% | Dec 2023 |
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| IFP Advisors | 5.4k | $196k | -43% | Dec 2023 |
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| Lazard Asset Management | 5.1k | $185k | 100% | Dec 2023 |
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| Centaurus Financial | 4.9k | $176k | 21% | Dec 2023 |
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| Costello Asset Management | 4.2k | $154k | -16% | Mar 2024 |
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| Proequities | 4.0k | $146M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 3.9k | $140k | 0% | Dec 2023 |
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| Bay Harbor Wealth Management | 3.3k | $122k | 1% | Mar 2024 |
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| Jpmorgan Chase & Co | 3.1k | $112k | 138% | Dec 2023 |
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| Hanson McClain Advisors | 2.6k | $96k | -5% | Mar 2024 |
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| Central Trust & Investment | 2.4k | $87k | 0% | Mar 2024 |
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| SRS Capital Advisors | 2.1k | $75k | 29% | Dec 2023 |
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| VitalStone Financial | 2.0k | $73k | -37% | Dec 2023 |
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| Retirement Group | 2.0k | $72k | 0% | Dec 2023 |
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| AdvisorNet Financial | 1.8k | $67k | -4% | Mar 2024 |
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| Coastal Investment Advisors | 1.2k | $44k | 100% | Mar 2024 |
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| Cornerstone Planning Group | 929.00 | $34k | -5% | Dec 2023 |
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| Geneos Wealth Management | 904.00 | $33k | 0% | Dec 2023 |
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| Advisory Services Network | 885.00 | $32k | 100% | Dec 2023 |
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| Country Trust Bank | 702.00 | $26k | 100% | Mar 2024 |
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| Mascoma Wealth Management | 643.00 | $23k | -26% | Dec 2023 |
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| Parallel Advisors | 601.00 | $22k | 0% | Dec 2023 |
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| Delta Asset Management | 600.00 | $22k | 0% | Dec 2023 |
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| Venturi Wealth Management | 590.00 | $22k | 0% | Mar 2024 |
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| Nbc Securities | 575.00 | $21k | 0% | Mar 2024 |
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| Tidemark | 551.00 | $20k | 100% | Dec 2023 |
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| Coston, McIsaac & Partners | 432.00 | $15k | 1% | Mar 2024 |
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| Harbor Investment Advisory | 381.00 | $14k | 0% | Mar 2024 |
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| Absolute Investment Management | 336.00 | $12k | 1% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 315.00 | $11k | 0% | Dec 2023 |
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| FSA Wealth Management | 288.00 | $10k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 277.00 | $10k | 100% | Dec 2023 |
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| SOA Wealth Advisors | 270.00 | $9.9k | 0% | Mar 2024 |
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| JNBA Financial Advisors | 173.00 | $6.4k | 33% | Mar 2024 |
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| Financial Perspectives | 155.00 | $5.7k | 0% | Mar 2024 |
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| Horizons Wealth Management | 148.00 | $5.3k | 0% | Mar 2024 |
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| Sunbelt Securities | 146.00 | $5.4k | 0% | Mar 2024 |
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| Sugarloaf Wealth Management | 110.00 | $4.1k | 0% | Mar 2024 |
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| NVWM | 61.00 | $2.2k | 0% | Dec 2023 |
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| Pineridge Advisors | 60.00 | $2.2k | 100% | Dec 2023 |
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| CGC Financial Services | 33.00 | $1.2k | 0% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 1.00 | $36.000000 | 100% | Dec 2023 |
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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 |
| H D Vest Advisory Services | Sep 2023 | 11k | $381k |
| J Arnold Wealth Management | Sep 2023 | 11k | $375k |
| Family Wealth Partners | Dec 2023 | 11k | $386k |
| Mercer Global Advisors | Sep 2023 | 9.7k | $329k |
| Kuehl Shepherd Kozlowski & Associates | Sep 2023 | 7.1k | $242k |
| Two Sigma Securities | Sep 2023 | 6.9k | $235k |
| Fort Point Capital Partners | Sep 2023 | 6.0k | $203k |
| Cary Street Partner Investment Advisory | Sep 2023 | 800.00 | $27k |
| Bessemer | Sep 2023 | 751.00 | $26k |
| Emerald Investment Partners | Sep 2023 | 290.00 | $9.8k |
| Live Oak Investment Partners | Sep 2023 | 42.00 | $1.4k |
| Bogart Wealth | Dec 2023 | 40.00 | $1.4k |