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
LPL Financial 699k $27M 10% Mar 2021
BlackRock 440k $17M 1% Mar 2021
Weaver Consulting Group 354k $14M -2% Mar 2021
Brookstone Capital Management 302k $12M -12% Mar 2021
Curran Financial Partners 292k $11M 79% Mar 2021
Sargent Bickham Lagudis 277k $11M 33% Mar 2021
Cambridge Investment Research Advisors 274k $11M 1% Mar 2021
Atria Investments 244k $9.4M 91% Mar 2021
Advisor Group Holdings 206k $8.0M 15% Mar 2021
USAdvisors Wealth Management 171k $6.6M 424% Mar 2021
Madrona Financial Services 167k $6.4M 8% Mar 2021

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Geneos Wealth Management 142k $5.6M 5% Mar 2021
Peregrine Asset Advisers 142k $5.5M -1% Mar 2021
Raymond James Financial Services Advisors 141k $5.4M 102% Mar 2021
Bank of America Corporation 137k $5.3M -73% Mar 2021
Centaurus Financial 132k $5.1M -4% Mar 2021
Wells Fargo & Company 121k $4.7M 7% Mar 2021
Ameriprise Financial 110k $4.3M 6% Mar 2021
Advisory Services Network 104k $4.0M -1% Mar 2021
AE Wealth Management 99k $3.8M -1% Mar 2021
Thrive Capital Management 88k $3.4M 11% Mar 2021
Royal Bank of Canada 80k $3.1M 36% Mar 2021
Ausdal Financial Partners 80k $3.1M 2% Mar 2021
Trilogy Capital 79k $3.1M -8% Mar 2021
J.w. Cole Advisors 78k $3.0M 21% Mar 2021
Commonwealth Equity Services 74k $2.9M 9% Mar 2021
RDA Financial Network 73k $2.8M 3% Mar 2021
Spire Wealth Management 65k $998k 100% Mar 2021
Reston Wealth Management 52k $2.0M 24% Mar 2021
Mercer Global Advisors 48k $1.9M 100% Mar 2021
True Link Financial Advisors 47k $1.8M 0% Mar 2021
Private Advisor 45k $1.7M -77% Mar 2021
Citadel Advisors 43k $1.7M 100% Mar 2021
Barber Financial 41k $1.6M -26% Mar 2021
Multi-Financial Securities 39k $1.5M 5% Mar 2021
Frank. Day 35k $1.3M -8% Mar 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 34k $1.3M 8% Mar 2021
Rothschild Investment Corp 33k $1.3M 330% Mar 2021
Sigma Planning 32k $1.2M 18% Mar 2021
Vigilare Wealth Management 31k $1.2M 100% Mar 2021
Financial Advocates Investment Management 31k $1.2M 10% Mar 2021
Aveo Capital Partners 28k $1.1M 100% Mar 2021
Capital Investment Advisory Services 26k $1.0M 1% Mar 2021
Kestra Advisory Services 24k $930k -31% Mar 2021
Clearview Wealth Advisors 23k $897k 51% Mar 2021
Envestnet Asset Management 22k $853k 156% Mar 2021
Wilbanks Smith & Thomas Asset Management 22k $841k 0% Mar 2021
Warren Averett Asset Management 21k $813k 15% Mar 2021
Efficient Advisors 21k $792k -24% Mar 2021
Legacy Financial Group 20k $767k 5% Mar 2021
UBS Group 18k $706k -2% Mar 2021
Prospera Financial Services 18k $704k -60% Mar 2021
Creative Financial Designs 18k $701k 65% Mar 2021
Citigroup 18k $690k -10% Mar 2021
Well Done 17k $643k 0% Mar 2021
Cetera Investment Advisers 16k $622k -24% Mar 2021
Stifel Financial 16k $609k 3% Mar 2021
Jane Street 14k $557k -38% Mar 2021
Chicago Partners Investment 14k $564k 0% Mar 2021
Jpmorgan Chase & Co 14k $549k -19% Mar 2021
Compass Advisory Group 14k $544k 100% Mar 2021
Nicolet Advisory Services 14k $539k 3% Mar 2021
Fort Point Capital Partners 14k $536k -16% Mar 2021
Kovack Advisors 12k $474k 127% Mar 2021
Mml Investors Services 12k $472k -36% Mar 2021
Kuehl Shepherd Kozlowski & Associates 11k $415k 2% Mar 2021
Aptus Capital Advisors 10k $402k 100% Mar 2021
Dynamic Advisors Solutions 10k $397k 1% Mar 2021
First Personal Financial Services 10k $395k -3% Mar 2021
Professional Financial Advisors 9.7k $374k 16% Mar 2021
Raymond James & Associates 9.6k $371k -10% Mar 2021
Bay Harbor Wealth Management 9.6k $369k -7% Mar 2021
Cornerstone Wealth Management 9.2k $355k 39% Mar 2021
Strategic Financial 9.2k $354k 16% Mar 2021
Charter Oak Capital Management 9.1k $351k 100% Mar 2021
Belpointe Asset Management 8.9k $345k 2% Mar 2021
Orion Portfolio Solutions 8.6k $332k 0% Mar 2021
Resources Investment Advisors 8.6k $331k 0% Mar 2021
Proequities 8.5k $327k -9% Mar 2021
Laurel Wealth Advisors 7.9k $308k 7% Mar 2021
Patton Albertson & Miller 7.3k $283k -14% Mar 2021
Western Wealth Management 7.0k $270k 100% Mar 2021
Mutual Advisors 6.7k $260k 0% Mar 2021
Redhawk Wealth Advisors 6.5k $250k 100% Mar 2021
Stephens 6.4k $249k 100% Mar 2021
Beacon Financial Advisory 6.4k $249k 100% Mar 2021
Divergent Planning 6.3k $249k 100% Mar 2021
Equitable Holdings 6.3k $244k -9% Mar 2021
Koss-Olinger Consulting 6.2k $241k 100% Mar 2021
RFG Advisory 5.8k $225k 0% Mar 2021
HighTower Advisors 5.6k $216k 100% Mar 2021
Comprehensive Portfolio Management 5.5k $214k 2% Mar 2021
Steel Peak Wealth Management 5.5k $212k -3% Mar 2021
Tempus Wealth Planning 5.4k $210k 0% Mar 2021
Acorn Wealth Advisors 5.4k $210k 100% Mar 2021
Northwest Wealth Management 5.4k $207k -15% Mar 2021
Benjamin F. Edwards & Company 5.3k $203k -22% Mar 2021
Gainplan 5.2k $202k 0% Mar 2021
Savior 4.8k $186k 11% Mar 2021
Hanson McClain Advisors 3.4k $133k -50% Mar 2021
Global Retirement Partners 3.3k $128k 228% Mar 2021
CX Institutional 3.0k $116k 76% Mar 2021
Wealthcare Advisory Partners 2.9k $112k 100% Mar 2021
Syverson Strege & Co 2.8k $107k -25% Mar 2021
TSFG 2.6k $100k 0% Mar 2021
Pnc Financial Services 2.3k $88k -81% Mar 2021
IFP Advisors 2.1k $80k -93% Mar 2021
Capital Advisory Group Advisory Services 1.6k $63k 207% Mar 2021
Harbour Investments 1.5k $56k 100% Mar 2021
Harbor Investment Advisory 1.4k $54k -40% Mar 2021
AdvisorNet Financial 1.4k $53k -1% Mar 2021
Sugarloaf Wealth Management 1.3k $4.0k 88% Mar 2021
NEXT Financial 954.00 $37k 100% Mar 2021
Coastal Capital Group 943.00 $36k 1% Mar 2021
Trustcore Financial Services 750.00 $29k 0% Mar 2021
Delta Asset Management 725.00 $28k 0% Mar 2021
CWM 598.00 $23k -5% Mar 2021
Lloyd Advisory Services 460.00 $18k 0% Mar 2021
JNBA Financial Advisors 407.00 $16k 0% Mar 2021
Captrust Financial Advisors 392.00 $15k 0% Mar 2021
Sowell Financial Services 367.00 $14k 0% Mar 2021
Global Wealth Management Investment Advisory 315.00 $12k 71% Mar 2021
Affiance Financial 274.00 $11k 0% Mar 2021
SOA Wealth Advisors 270.00 $10k 0% Mar 2021
Goodwin Investment Advisory 252.00 $7.6k -7% Mar 2021
Princeton Global Asset Management 245.00 $9.0k 0% Mar 2021
Wagner Wealth Management 221.00 $9.0k 100% Mar 2021
Absolute Investment Management 210.00 $8.0k 100% Mar 2021
Atlas Private Wealth Advisors 177.00 $7.0k -90% Mar 2021
FMR 158.00 $6.0k -53% Mar 2021
Costello Asset Management 155.00 $6.0k 0% Mar 2021
Ironwood Wealth Management 145.00 $6.0k -75% Mar 2021
RWM Asset Management 34.00 $1.0k -32% Mar 2021
CFG Asset Management 15.00 $1.0k 0% Mar 2021

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

Fund or Company Name Date Sold Shares Held Valued At
FormulaFolio Investments Dec 2020 316k $12M
Morgan Stanley Dec 2020 185k $7.2M
Clear Creek Financial Management Dec 2020 89k $3.4M
Clarius Dec 2020 86k $3.3M
Forward Management Dec 2020 62k $2.4M
Arq Wealth Advisors Dec 2020 39k $1.5M
Stringer Asset Management Dec 2020 35k $1.3M
Sawtooth Asset Management Dec 2020 25k $972k
Charles Schwab Investment Management Dec 2020 18k $696k
Susquehanna International Dec 2020 14k $541k
DCM Advisors Dec 2020 10k $395k
Branch Banking & Trust Company Dec 2020 7.1k $275k
PFG Advisors Dec 2020 6.8k $263k
Compass Ion Advisors Dec 2020 6.7k $258k
Stonehearth Capital Management Dec 2020 6.1k $236k
Lebenthal Global Advisors Dec 2020 800.00 $31k
Carolinas Wealth Consulting Dec 2020 741.00 $29k
Kathmere Capital Management Dec 2020 343.00 $13k
Firestone Capital Management Dec 2020 337.00 $13k
Safeguard Investment Advisory Group Dec 2020 181.00 $7.0k
Pinnacle Wealth Planning Services Dec 2020 23.00 $1.0k