Who owns iShares S&P Moderate Allocation Fund ETF?
- Ticker: AOM
- CUSIP Number: 464289875
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Moderate Allocation Fund ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P Moderate Allocation Fund ETF stock
Who bought or sold iShares S&P Moderate Allocation Fund ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.9M | $137M | -1% | Sep 2025 |
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| LPL Financial | 1.1M | $52M | 10% | Sep 2025 |
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| Foundations Investment Advisors | 508k | $24M | 1% | Sep 2025 |
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| Morgan Stanley | 408k | $19M | 100% | Jun 2025 |
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| Weitzel Financial Services | 289k | $14M | 4% | Sep 2025 |
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| Royal Bank of Canada | 286k | $12M | 3% | Sep 2025 |
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| Ameriprise Financial | 282k | $13M | 0% | Sep 2025 |
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| TCG Advisory Services | 279k | $13M | 0% | Sep 2025 |
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| Wells Fargo & Company | 258k | $12M | 3% | Sep 2025 |
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| Advisor Group Holdings | 210k | $10M | -9% | Sep 2025 |
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| Cetera Investment Advisers | 197k | $9.3M | 18% | Sep 2025 |
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| Cambridge Investment Research Advisors | 171k | $8.1M | 29% | Sep 2025 |
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| Weaver Consulting Group | 161k | $7.7M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 145k | $6.9M | 2% | Sep 2025 |
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| Investment Advisory Group | 141k | $6.7M | 0% | Sep 2025 |
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| Lodestar Private Asset Management | 135k | $6.4M | 11% | Sep 2025 |
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| Hanover Advisors | 126k | $6.0M | 2035% | Sep 2025 |
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| American Trust | 99k | $4.7M | 1% | Sep 2025 |
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| Focus Financial Network | 97k | $4.6M | -1% | Sep 2025 |
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| Consilium Wealth Advisory | 94k | $4.5M | 1% | Sep 2025 |
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| Financial Advocates Investment Management | 93k | $4.4M | 4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 92k | $4.4M | 0% | Sep 2025 |
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| Seeds Investor | 92k | $4.4M | 31% | Sep 2025 |
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| Branch Banking & Trust Company | 90k | $4.3M | 0% | Sep 2025 |
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| Raymond James Financial | 80k | $3.8M | 4% | Sep 2025 |
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| Warren Averett Asset Management | 79k | $3.7M | 2% | Sep 2025 |
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| Colony | 78k | $3.7M | -4% | Sep 2025 |
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| Onyx Bridge Wealth Group | 77k | $3.7M | 2% | Sep 2025 |
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| Taylor Financial Group | 75k | $3.6M | 10% | Sep 2025 |
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| Envestnet Asset Management | 73k | $3.5M | -22% | Sep 2025 |
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| Brookstone Capital Management | 72k | $3.4M | -3% | Sep 2025 |
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| Mutual Advisors | 68k | $3.3M | -2% | Sep 2025 |
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| Ellenbecker Investment Group | 57k | $2.7M | 13% | Sep 2025 |
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| Private Advisor | 53k | $2.5M | 15% | Sep 2025 |
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| TRUE Private Wealth Advisors | 52k | $2.5M | -11% | Sep 2025 |
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| Smith Anglin Financial | 51k | $2.4M | -2% | Jun 2025 |
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| Enclave Advisors | 48k | $2.3M | 100% | Sep 2025 |
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| Kestra Advisory Services | 46k | $2.2M | 7% | Sep 2025 |
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| Patton Albertson & Miller | 46k | $2.2M | -1% | Sep 2025 |
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| Aspiriant | 45k | $2.2M | 17% | Sep 2025 |
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| Jpmorgan Chase & Co | 44k | $2.1M | 139% | Sep 2025 |
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| Beacon Financial Advisory | 44k | $2.1M | 0% | Sep 2025 |
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| Royal Fund Management | 43k | $2.1M | -59% | Sep 2025 |
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| Manske Wealth Management | 43k | $2.0M | -6% | Sep 2025 |
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| UBS Group | 36k | $1.7M | 0% | Sep 2025 |
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| Jim Saulnier & Associates | 34k | $1.6M | 21% | Sep 2025 |
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| LifePlan Financial | 33k | $1.6M | -13% | Sep 2025 |
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| Milestone Asset Management | 33k | $1.6M | -4% | Sep 2025 |
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| Stifel Financial | 32k | $1.5M | 88% | Sep 2025 |
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| Prosperity Consulting Group | 28k | $1.3M | -2% | Sep 2025 |
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| Insigneo Advisory Services | 28k | $1.3M | 0% | Sep 2025 |
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| BlueStem Wealth Partners | 27k | $1.3M | -5% | Sep 2025 |
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| AE Wealth Management | 26k | $1.3M | -75% | Sep 2025 |
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| RDA Financial Network | 25k | $1.2M | -2% | Sep 2025 |
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| Gallacher Capital Management | 25k | $1.2M | -1% | Sep 2025 |
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| Thrive Capital Management | 25k | $1.2M | -8% | Sep 2025 |
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| J.w. Cole Advisors | 25k | $1.2M | -16% | Sep 2025 |
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| One Capital Management | 24k | $1.2M | -27% | Sep 2025 |
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| Harbour Investments | 23k | $1.1M | -1% | Sep 2025 |
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| Kmg Fiduciary Partners | 23k | $1.1M | 6% | Sep 2025 |
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| Fort Henry Capital | 22k | $1.1M | 1% | Sep 2025 |
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| Goss Wealth Management | 22k | $1.0M | 14% | Sep 2025 |
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| H D Vest Advisory Services | 21k | $986k | 7% | Jun 2025 |
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| Eight 31 Financial | 21k | $1.0M | -1% | Sep 2025 |
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| Sovereign Financial Group | 21k | $996k | 1% | Sep 2025 |
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| Global Financial Private Client | 21k | $987k | 3% | Sep 2025 |
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| Sentinus | 21k | $985k | -1% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 21k | $983k | 2% | Sep 2025 |
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| National Bank Of Canada /fi/ | 20k | $963k | 2% | Sep 2025 |
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| Mml Investors Services | 20k | $956k | -5% | Sep 2025 |
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| Jones Financial Companies, L.L | 20k | $940k | 13% | Sep 2025 |
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| Comprehensive Portfolio Management | 20k | $934k | 0% | Sep 2025 |
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| HighTower Advisors | 19k | $901k | -2% | Sep 2025 |
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| Pensionmark Financial Group | 18k | $875k | 1% | Sep 2025 |
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| Axxcess Wealth Management | 18k | $862k | -3% | Sep 2025 |
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| Godshalk Welsh Capital Management | 18k | $848k | 0% | Sep 2025 |
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| Beacon Investment Advisory Services | 18k | $848k | -1% | Sep 2025 |
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| Marino, Stram & Associates | 18k | $834k | 0% | Sep 2025 |
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| AlTi Global | 17k | $814k | -3% | Sep 2025 |
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| Northstar | 17k | $807k | -6% | Sep 2025 |
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| Integrated Wealth Concepts | 17k | $801k | -13% | Sep 2025 |
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| Legacy Financial Group | 16k | $755k | 4% | Jun 2025 |
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| Denver Wealth Management | 15k | $734k | 100% | Sep 2025 |
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| Steel Peak Wealth Management | 15k | $719k | 0% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 15k | $709k | 4% | Sep 2025 |
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| Atria Wealth Solutions | 15k | $681k | -29% | Jun 2025 |
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| MAI Wealth Advisors | 15k | $703k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 15k | $703k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 15k | $692k | 17% | Sep 2025 |
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| Unique Wealth | 14k | $675k | -1% | Sep 2025 |
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| Sigma Planning | 13k | $634k | -4% | Sep 2025 |
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| Concurrent Investment Advisors | 13k | $624k | 7% | Sep 2025 |
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| Clear Creek Financial Management | 13k | $615k | -2% | Sep 2025 |
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| Money Concepts Capital Corp | 13k | $610k | 0% | Sep 2025 |
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| Summit Wealth Partners | 12k | $591k | -27% | Sep 2025 |
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| Plan Group Financial | 12k | $577k | -25% | Sep 2025 |
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| Armstrong, Fleming & Moore | 12k | $573k | 0% | Sep 2025 |
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| RFG Advisory | 12k | $562k | 0% | Sep 2025 |
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| BridgePort Financial Solutions | 12k | $545k | 3% | Sep 2025 |
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| Integrity Financial Corp | 11k | $544k | -8% | Sep 2025 |
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| Waterloo Capital | 11k | $528k | 37% | Sep 2025 |
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| Stratos Wealth Partners | 11k | $526k | 5% | Sep 2025 |
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| Investment Partners | 10k | $494k | 9% | Sep 2025 |
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| Visionary Wealth Advisors | 10k | $491k | 30% | Sep 2025 |
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| Dentgroup | 10k | $491k | -23% | Sep 2025 |
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| Siligmueller & Norvid Wealth Advisors | 10k | $488k | 100% | Sep 2025 |
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| Ausdal Financial Partners | 10k | $476k | -20% | Sep 2025 |
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| MPS Loria Financial Planners | 10k | $474k | 3% | Sep 2025 |
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| Captrust Financial Advisors | 9.6k | $459k | -61% | Sep 2025 |
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| Ascent Group | 9.5k | $454k | 16% | Sep 2025 |
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| Intl Fcstone | 9.3k | $444k | -3% | Sep 2025 |
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| Fort Point Capital Partners | 9.3k | $442k | -7% | Sep 2025 |
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| Mendel Capital Management | 9.3k | $442k | 0% | Sep 2025 |
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| Moss Adams Wealth Advisors | 9.3k | $440k | 1% | Sep 2025 |
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| Central Trust & Investment | 9.2k | $436k | -10% | Sep 2025 |
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| Gwn Securities | 9.1k | $434k | -41% | Sep 2025 |
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| Heirloom Wealth Management | 9.0k | $429k | -5% | Sep 2025 |
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| United Capital Financial Advisers | 9.0k | $427k | 1% | Sep 2025 |
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| Wealth Forward | 9.0k | $427k | 2% | Sep 2025 |
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| Centaurus Financial | 8.8k | $421k | 1% | Sep 2025 |
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| RTD Financial Advisors | 8.8k | $418k | 0% | Sep 2025 |
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| Resources Investment Advisors | 8.7k | $416k | 26% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 8.7k | $412k | -25% | Sep 2025 |
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| First Heartland Consultants | 8.6k | $411k | 13% | Sep 2025 |
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| SimpliFi | 8.3k | $396k | -2% | Sep 2025 |
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| GeoWealth Management | 8.3k | $395k | -50% | Sep 2025 |
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| Mason & Associates | 8.3k | $381k | 0% | Sep 2025 |
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| Tempus Wealth Planning | 8.1k | $384k | -4% | Sep 2025 |
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| Lido Advisors | 8.0k | $381k | 0% | Sep 2025 |
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| Gladstone Institutional Advisory | 8.0k | $379k | -3% | Sep 2025 |
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| IHT Wealth Management | 7.9k | $378k | 0% | Sep 2025 |
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| CFO4Life | 7.9k | $378k | 0% | Sep 2025 |
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| Bay Harbor Wealth Management | 7.9k | $376k | 0% | Sep 2025 |
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| Advisory Services Network | 7.8k | $370k | 0% | Sep 2025 |
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| Creative Planning | 7.6k | $364k | 23% | Sep 2025 |
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| Bright Futures Wealth Management | 7.6k | $364k | 0% | Sep 2025 |
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| Efficient Advisors | 7.6k | $362k | 100% | Sep 2025 |
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| Nicolet Advisory Services | 7.3k | $349k | -5% | Sep 2025 |
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| Mission Wealth Management | 7.2k | $341k | 100% | Sep 2025 |
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| Equitable Holdings | 7.1k | $336k | 0% | Sep 2025 |
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| AQR Capital Management | 7.0k | $334k | 44% | Sep 2025 |
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| Austin Private Wealth | 7.0k | $331k | 0% | Sep 2025 |
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| Archford Capital Strategies | 7.0k | $331k | -6% | Sep 2025 |
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| Westmount Partners | 6.9k | $331k | 59% | Sep 2025 |
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| National Wealth Management Group | 6.9k | $329k | 54% | Sep 2025 |
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| Maxele Advisors | 6.9k | $318k | -13% | Jun 2025 |
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| Leading Edge Financial Planning | 6.8k | $325k | -7% | Sep 2025 |
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| Syverson Strege & Co | 6.7k | $321k | -8% | Sep 2025 |
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| Scotia Capital | 6.7k | $320k | 13% | Sep 2025 |
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| Sagespring Wealth Partners | 6.6k | $315k | -3% | Sep 2025 |
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| Gts Securities | 4.7k | $225k | -89% | Sep 2025 |
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| Ameritas Advisory Services | 4.3k | $203k | -97% | Sep 2025 |
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| TrueNorth | 4.0k | $168k | -65% | Sep 2025 |
|
| Thurston, Springer, Miller, Herd & Titak | 3.6k | $171k | -89% | Sep 2025 |
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Who sold out of iShares S&P Moderate Allocation Fund ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kavar Capital Partners Group | Jun 2025 | 268k | $12M |
| Susquehanna International | Jun 2025 | 50k | $2.3M |
| Atlas Private Wealth Advisors | Jun 2025 | 8.4k | $386k |
| SRS Capital Advisors | Jun 2025 | 7.3k | $338k |