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 569k $19M -7% Sep 2023
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Atlas Capital Advisors 519k $19M 0% Dec 2023
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Wells Fargo & Company 490k $18M 551% Dec 2023
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Raymond James & Associates 436k $16M 1371% Dec 2023
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Lido Advisors 348k $13M -1% Dec 2023
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BlackRock 328k $11M -6% Sep 2023
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Win Advisors 317k $11M 100% Dec 2023
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Bank of America Corporation 245k $8.9M 81% Dec 2023
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Morgan Stanley 198k $6.7M 16% Sep 2023
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Weaver Consulting Group 160k $5.8M -3% Dec 2023
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Curran Financial Partners 159k $5.7M -39% Dec 2023
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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 116k $4.2M -16% Dec 2023
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Retireful 101k $3.6M 100% Dec 2023
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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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Brookstone Capital Management 85k $3.1M -4% Dec 2023
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Trilogy Capital 83k $3.0M -13% Dec 2023
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GeoWealth Management 78k $2.6M -35% Sep 2023
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Ameriprise Financial 75k $2.6M -1% Sep 2023
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Raymond James Financial Services Advisors 75k $2.7M 219% Dec 2023
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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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Consilium Wealth Advisory 49k $1.8M -37% Dec 2023
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Ausdal Financial Partners 48k $1.7M 0% Dec 2023
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Susquehanna International 45k $1.5M 35% Sep 2023
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Legacy Capital Wealth Partners 40k $1.4M 100% Sep 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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Congress Asset Management 36k $1.2M 136% Sep 2023
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Rothschild Investment Corp 33k $1.1M 0% Sep 2023
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Multi-Financial Securities 33k $1.1M 6% Sep 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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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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Envestnet Asset Management 28k $942k 103% Sep 2023
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Renaissance Technologies 28k $937k 18% Sep 2023
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RDA Financial Network 27k $989k -16% Dec 2023
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Capital Investment Advisory Services 25k $913k -2% Dec 2023
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Assetmark 25k $895k 9% Dec 2023
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Tiedemann Wealth Management 24k $825k 0% Sep 2023
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Harbour Investments 24k $866k 1% Dec 2023
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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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Flagship Harbor Advisors 17k $614k 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 $477k 0% Dec 2023
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Gainplan 13k $475k 1% Dec 2023
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Belpointe Asset Management 13k $431k 0% Sep 2023
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Plan Group Financial 12k $436k -7% Dec 2023
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Spire Wealth Management 12k $427k -24% Dec 2023
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Cetera Investment Advisers 11k $372k -16% Sep 2023
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Mml Investors Services 11k $371k -43% Sep 2023
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Buckingham Strategic Partners 11k $386k -29% Dec 2023
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TRUE Private Wealth Advisors 11k $386k 0% Dec 2023
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Financial Network Investment Corporation 11k $359k 3% Sep 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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Nicolet Advisory Services 9.6k $323k -6% Sep 2023
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Thrivent Financial for Lutherans 9.6k $326k 0% Sep 2023
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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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Chicago Partners Investment 8.6k $310k 3% Dec 2023
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First Ascent Asset Management 8.6k $311k 19% Dec 2023
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Waterloo Capital 8.3k $281k 7% Sep 2023
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Oakmont Partners 8.0k $291k 0% Dec 2023
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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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CWM 7.1k $255k 2320% Dec 2023
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Orion Portfolio Solutions 7.0k $252k -2% Dec 2023
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Resources Investment Advisors 6.8k $230k 0% Sep 2023
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Capital Asset Advisory Services 6.7k $242k -28% Dec 2023
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Axxcess Wealth Management 6.7k $242k -28% Dec 2023
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Insight Wealth Partners 6.5k $220k 0% Sep 2023
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Napa Wealth Management 6.1k $221k 100% Dec 2023
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Integrated Wealth Concepts 6.0k $204k -2% Sep 2023
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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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Costello Asset Management 5.0k $180k -11% Dec 2023
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Centaurus Financial 4.9k $176k 21% Dec 2023
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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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Brian McDonald 3.7k $126k 100% Sep 2023
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Aptus Capital Advisors 3.6k $121k -21% Sep 2023
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Bay Harbor Wealth Management 3.3k $119k -14% Dec 2023
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Jpmorgan Chase & Co 3.1k $112k 138% Dec 2023
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Hanson McClain Advisors 2.8k $100k 1% Dec 2023
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FinTrust Capital Advisors 2.7k $93k 2964% Sep 2023
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Central Trust & Investment 2.4k $85k -36% Dec 2023
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Joseph Group Capital Management 2.2k $76k 0% Sep 2023
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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 1.9k $68k 18% Dec 2023
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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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Qube Research & Technologies 687.00 $23k 100% Sep 2023
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Mascoma Wealth Management 643.00 $23k -26% Dec 2023
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Rain Capital Management 639.00 $22k -33% Sep 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 $21k 0% Dec 2023
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Nbc Securities 575.00 $20k 0% Dec 2023
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Tidemark 551.00 $20k 100% Dec 2023
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Coston, McIsaac & Partners 427.00 $15k 1% Dec 2023
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Harbor Investment Advisory 381.00 $14k 1% Dec 2023
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Northwestern Mutual Wealth Management Company 342.00 $12k 0% Sep 2023
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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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SOA Wealth Advisors 270.00 $9.8k 0% Dec 2023
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Financial Perspectives 155.00 $5.6k 0% Dec 2023
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Horizons Wealth Management 148.00 $5.0k 10% Sep 2023
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Sunbelt Securities 146.00 $5.3k -91% Dec 2023
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JNBA Financial Advisors 130.00 $4.7k 44% Dec 2023
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Sugarloaf Wealth Management 110.00 $4.0k 2% Dec 2023
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Goss Wealth Management 95.00 $3.2k 0% Sep 2023
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RFP Financial Group 71.00 $2.4k 0% Sep 2023
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NVWM 61.00 $2.2k 0% Dec 2023
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Tower Research Capital 46.00 $1.6k -18% Sep 2023
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Bogart Wealth 40.00 $1.4k 100% Dec 2023
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CGC Financial Services 33.00 $1.2k 0% Dec 2023
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Bnp Paribas Arbitrage, Snc 1.00 $36.000000 100% Dec 2023
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FMR 1.00 $34.000000 100% Sep 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
True Link Financial Advisors Sep 2023 47k $1.6M
Goldman Sachs Group Jun 2023 39k $1.4M
Old Mission Capital Jun 2023 19k $685k
H D Vest Advisory Services Sep 2023 11k $381k
J Arnold Wealth Management Sep 2023 11k $375k
RTD Financial Advisors Sep 2023 11k $369k
Legacy Financial Group Sep 2023 10k $350M
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
Koss-Olinger Consulting Jun 2023 6.0k $211k
Coastal Investment Advisors Sep 2023 1.2k $42k
Cary Street Partner Investment Advisory Sep 2023 800.00 $27k
Bessemer Sep 2023 751.00 $26k
ICA Group Wealth Management Jun 2023 567.00 $20k
Emerald Investment Partners Sep 2023 290.00 $9.8k
Live Oak Investment Partners Sep 2023 42.00 $1.4k
Tradewinds Capital Management Sep 2023 8.00 $272.000000