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 629k $26M -1% Jun 2026
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BlackRock 381k $16M 11% Jun 2026
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Strategic Investment Solutions 348k $14M -12% Jun 2026
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Curran Financial Partners 226k $9.4M 11% Jun 2026
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Cetera Investment Advisers 208k $8.6M 4% Jun 2026
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One Capital Management 175k $7.0M 0% Jun 2026
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Cambridge Associates 171k $7.1M 100% Jun 2026
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Bank of America Corporation 163k $6.8M -2% Jun 2026
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Investment Advisory Group 158k $6.6M 8% Jun 2026
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Weaver Consulting Group 153k $6.2M -2% Sep 2026
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Advisor Group Holdings 131k $5.4M 45% Jun 2026
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Cambridge Investment Research Advisors 115k $4.7M 10% Jun 2026
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Elevation Capital Advisory 106k $4.3M -64% Sep 2026
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Wells Fargo & Company 103k $4.3M -5% Jun 2026
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Hershey Financial Advisers 96k $4.0M 100% Jun 2026
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Stifel Financial 93k $3.9M 30% Jun 2026
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Foundations Investment Advisors 83k $3.4M 5% Jun 2026
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Gts Securities 82k $3.4M 100% Jun 2026
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Aprio Wealth Management 69k $2.8M 100% Sep 2026
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Private Advisor 67k $2.8M -7% Jun 2026
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High Net Worth Advisory Group 65k $2.6M 4% Sep 2026
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Gilpin Wealth Management 57k $2.3M -8% Sep 2026
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Legacy Capital Wealth Partners 55k $2.2M 0% Sep 2026
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David R. Rahn Inc. dba Avalon Capital Management 51k $2.1M -1% Jun 2026
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Sentinus 48k $2.0M 19% Jun 2026
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Harbour Investments 48k $2.0M 5% Jun 2026
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Verdence Capital Advisors 46k $1.8M 100% Sep 2026
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Jpmorgan Chase & Co 44k $1.8M 100% Jun 2026
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Lido Advisors 43k $1.8M -22% Jun 2026
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Congress Asset Management 42k $42k -35% Sep 2026
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Basso Capital Management 41k $1.7M 100% Jun 2026
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Commonwealth Equity Services 39k $1.6M -3% Jun 2026
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Jane Street 37k $1.5M 100% Jun 2026
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Susquehanna International 36k $1.5M -47% Jun 2026
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National Bank Of Canada /fi/ 36k $1.5M 15% Jun 2026
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Brookstone Capital Management 35k $1.4M -9% Sep 2026
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J.w. Cole Advisors 33k $1.4M 100% Jun 2026
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Consilium Wealth Advisory 32k $1.3M 1% Sep 2026
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RCW Management 32k $1.3M -1% Sep 2026
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Equitable Holdings 30k $1.2M 20% Jun 2026
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CI Private Wealth 30k $1.2M 0% Jun 2026
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BlueStem Wealth Partners 29k $1.2M -4% Jun 2026
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Rik Saylor Financial 29k $1.2M -2% Jun 2026
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Mariner Wealth Advisors 29k $1.2M -25% Jun 2026
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Ameriprise Financial 28k $1.2M -6% Jun 2026
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Ameritas Advisory Services 27k $1.1M 100% Jun 2026
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Citadel Advisors 27k $1.1M 26% Jun 2026
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UBS Group 27k $1.1M -5% Jun 2026
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Thrive Capital Management 25k $1.0M -5% Sep 2026
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Perryman Financial Advisory Inc /ad 23k $931k 0% Sep 2026
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Jones Financial Companies, L.L 23k $952k 52% Jun 2026
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Warren Averett Asset Management 23k $951k 10% Jun 2026
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Visionary Wealth Advisors 23k $943k -19% Jun 2026
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Madrid Financial Services 23k $934k 14% Jun 2026
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Raymond James Financial 23k $934k -1% Jun 2026
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AE Wealth Management 22k $919k 164% Jun 2026
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Royal Bank of Canada 22k $901k -13% Jun 2026
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Sovereign Financial Group 21k $878k 0% Jun 2026
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Waterloo Capital 20k $840k -43% Jun 2026
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Modera Wealth Management 19k $775k 1% Sep 2026
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Strategic Blueprint 18k $741k 3% Sep 2026
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RDA Financial Network 18k $734k 0% Sep 2026
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Camarda Wealth Advisory 18k $739k 0% Jun 2026
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Legacy Wealth Partners 17k $699k -6% Sep 2026
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HPM Partners 16k $659k 100% Jun 2026
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Prosperity Consulting Group 15k $609k 1% Jun 2026
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Benjamin Edwards 14k $571k 22% Jun 2026
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Wealth Forward 13k $523k -15% Sep 2026
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TRUE Private Wealth Advisors 13k $511k 0% Sep 2026
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Mml Investors Services 13k $524k 62% Jun 2026
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Envestnet Asset Management 13k $524k -10% Jun 2026
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Integrated Wealth Concepts 13k $517k -13% Jun 2026
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Creative Financial Designs 12k $516k 15% Jun 2026
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Tempus Wealth Planning 12k $492k 19% Sep 2026
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Steward Partners Investment Advisory 12k $498k -5% Jun 2026
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Ausdal Financial Partners 12k $494k 0% Jun 2026
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Onyx Bridge Wealth Group 12k $478k -29% Sep 2026
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Silver Oak Securities 12k $485k -48% Jun 2026
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Verus Capital Partners 12k $475k 0% Jun 2026
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Federation des caisses Desjardins du Quebec 11k $470k 3% Jun 2026
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Legacy Financial Group 11k $458k 6% Jun 2026
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Chicago Partners Investment 11k $438k 20% Sep 2026
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R2 Capital Strategies 10k $420k 1% Sep 2026
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Insight Wealth Partners 9.9k $399k 5% Sep 2026
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HighTower Advisors 9.8k $405k 72% Jun 2026
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GeoWealth Management 9.8k $405k 6% Jun 2026
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Meridian Wealth Management 9.7k $403k 100% Jun 2026
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Valpey Financial Services 9.7k $392k 1% Sep 2026
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Sage Financial 9.5k $383k 0% Sep 2026
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Spartan Wealth Advisory Services 9.4k $389k -16% Jun 2026
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Advisors Capital Management 8.9k $369k 0% Jun 2026
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Harwood Advisory 8.5k $352k -1% Jun 2026
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Transcendent Capital Group 8.4k $339k -1% Sep 2026
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Aspiriant 8.1k $325k 0% Sep 2026
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National Wealth Management Group 8.0k $322k -27% Sep 2026
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Prentice Wealth Management 7.8k $316k 38% Sep 2026
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BridgePort Financial Solutions 7.6k $316k 0% Jun 2026
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TrueNorth 7.5k $313k 138% Jun 2026
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Millington Financial Advisors 7.5k $308k 1% Jun 2026
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Buckingham Strategic Partners 7.4k $306k -1% Jun 2026
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Nicolet Bankshares 7.3k $301k 0% Jun 2026
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Wealth Enhancement Advisory Services 7.2k $291k 16% Sep 2026
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Valley Financial Group 7.0k $292k -1% Jun 2026
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Kestra Advisory Services 6.8k $284k -7% Jun 2026
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Well Done 6.5k $264k 0% Sep 2026
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EP Wealth Advisors 6.4k $267k 0% Jun 2026
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Advisortrust Partners 6.2k $259k 5% Jun 2026
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Archvest Wealth Advisors 6.2k $252k -2% Sep 2026
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First Commonwealth Financial Corporation 6.0k $249k 0% Jun 2026
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USAdvisors Wealth Management 5.9k $239k 1% Sep 2026
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Merit Financial Group 5.9k $244k 100% Jun 2026
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Global Retirement Partners 5.9k $244k 100% Jun 2026
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Wiley Bros.-aintree Capital 5.5k $230k 0% Jun 2026
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FSM Wealth Advisors 5.3k $216k 9% Sep 2026
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Compass Financial Management 5.2k $214k 100% Jun 2026
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Western Wealth Management 5.1k $212k 0% Jun 2026
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FMR 5.1k $211k -22% Jun 2026
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Jim Saulnier & Associates 5.0k $209k 100% Jun 2026
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Mutual Advisors 5.0k $208k -13% Jun 2026
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Janney Montgomery Scott 4.9k $203k -2% Jun 2026
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Phil A. Younker & Associates 4.9k $203k -79% Jun 2026
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IFP Advisors 4.8k $195k 4% Sep 2026
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Integrity Financial Corp 4.2k $174k -1% Jun 2026
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Vanguard Advisers 4.1k $169k 0% Jun 2026
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Geneos Wealth Management 4.0k $166k 0% Jun 2026
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Wall Street Access Asset Management 3.9k $163k 100% Jun 2026
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Td Private Client Wealth 3.8k $154k 100% Sep 2026
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TD Waterhouse Canada 3.6k $146k 10% Sep 2026
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Spire Wealth Management 3.4k $139k 0% Sep 2026
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Hanson McClain Advisors 3.4k $142k -4% Jun 2026
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Bay Harbor Wealth Management 3.3k $138k 0% Jun 2026
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Goss Wealth Management 3.3k $136k 0% Jun 2026
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Montgomery Financial Services 3.1k $129k 100% Jun 2026
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Costello Asset Management 2.6k $109k -1% Jun 2026
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Bessemer 2.6k $106k 100% Jun 2026
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Caldwell Trust 2.3k $93k 0% Jun 2026
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Mosley Wealth Management 2.1k $84k -1% Sep 2026
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Evolution Wealth Management 1.8k $72k 0% Sep 2026
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Nbc Securities 1.6k $66k 125% Sep 2026
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Fifth Third Bancorp 1.6k $66k 28% Jun 2026
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Farther Finance Advisors 1.5k $59k -10% Sep 2026
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Northwestern Mutual Wealth Management Company 1.4k $60k -23% Jun 2026
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United Community Bank 1.4k $58k 0% Sep 2026
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Latitude Advisors 1.3k $54k 100% Sep 2026
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Glen Eagle Advisors 1.2k $52k 1% Jun 2026
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Purpose Un 1.2k $50k 100% Jun 2026
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1 North Wealth Services 1.2k $50k 0% Jun 2026
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SRS Capital Advisors 1.1k $46k -20% Jun 2026
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Continuum Advisory 938.00 $39k 100% Jun 2026
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Kingdom Financial Group 891.00 $37k 100% Jun 2026
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Qube Research & Technologies 666.00 $28k -63% Jun 2026
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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
L.K. Benson & Company, P.C. Jun 2026 23k $971k
Axxcess Wealth Management Jun 2026 8.5k $352k
Redmond Asset Management Jun 2026 4.9k $205k
Lodestar Private Asset Management Jun 2026 4.9k $204k
MAI Wealth Advisors Mar 2026 1.9k $75k
Medallion Wealth Advisors Mar 2026 1.3k $53k
Cornerstone Planning Group Jun 2026 1.1k $47k
AdvisorNet Financial Jun 2026 908.00 $38k
Wellington-altus Usa Mar 2026 900.00 $37k