Who owns iShares S&P Moderate Allocation Fund ETF?

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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 2.7M $123M 100% Sep 2024
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BlackRock 2.7M $117M 2% Jun 2024
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LPL Financial 939k $42M 4% Sep 2024
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Morgan Stanley 373k $16M 13% Jun 2024
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Foundations Investment Advisors 304k $14M 11% Sep 2024
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Royal Bank of Canada 291k $13M -3% Sep 2024
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Weitzel Financial Services 270k $12M 2% Sep 2024
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Kavar Capital Partners Group 269k $12M 100% Sep 2024
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Wells Fargo & Company 232k $11M 35% Sep 2024
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TCG Advisory Services 222k $9.6M 4559% Jun 2024
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Bank of America Corporation 187k $8.4M -10% Sep 2024
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Advisor Group Holdings 168k $7.6M -36% Sep 2024
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Focus Financial Network 168k $7.6M 67% Sep 2024
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Weaver Consulting Group 158k $7.1M 1% Sep 2024
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Cambridge Investment Research Advisors 155k $7.0M -3% Sep 2024
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Commonwealth Equity Services 148k $6.7M -9% Sep 2024
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Investment Advisory Group 130k $5.9M 1% Sep 2024
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Eight 31 Financial 116k $5.2M 2% Sep 2024
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Brookstone Capital Management 109k $4.9M 1% Sep 2024
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Royal Fund Management 100k $4.5M 18% Sep 2024
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International Assets Investment Management 99k $2.2M 1808% Sep 2024
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Branch Banking & Trust Company 98k $4.2M -5% Jun 2024
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Consilium Wealth Advisory 97k $4.4M 0% Sep 2024
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Wealth Enhancement Advisory Services 92k $4.0M -2% Jun 2024
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Lodestar Private Asset Management 84k $3.8M 1% Sep 2024
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Cetera Investment Advisers 82k $3.5M -2% Jun 2024
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AlTi Global 81k $3.6M -30% Sep 2024
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Mutual Advisors 71k $3.1M 4% Sep 2024
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Ameritas Advisory Services 67k $3.0M -1% Sep 2024
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Onyx Bridge Wealth Group 66k $3.0M 0% Sep 2024
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Financial Advocates Investment Management 61k $2.8M 0% Sep 2024
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Thrive Capital Management 55k $2.5M -8% Sep 2024
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Taylor Financial Group 51k $2.3M 8% Sep 2024
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Smith Anglin Financial 51k $2.3M 0% Sep 2024
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Beacon Financial Advisory 45k $2.0M 0% Sep 2024
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TRUE Private Wealth Advisors 43k $1.9M 2% Sep 2024
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Envestnet Asset Management 42k $1.9M 69% Sep 2024
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Aveo Capital Partners 41k $1.9M 5% Sep 2024
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Raymond James Financial Services Advisors 41k $1.9M -6% Sep 2024
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Raymond James & Associates 41k $1.9M 18% Sep 2024
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Patton Albertson & Miller 40k $1.7M 2% Jun 2024
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One Capital Management 40k $1.8M 1% Sep 2024
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Ellenbecker Investment Group 40k $1.8M 4% Sep 2024
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Kestra Advisory Services 38k $1.7M -11% Sep 2024
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LifePlan Financial 37k $1.7M -3% Sep 2024
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Susquehanna International 36k $1.6M 100% Sep 2024
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Jpmorgan Chase & Co 34k $1.5M -13% Sep 2024
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Aspiriant 31k $1.4M 0% Sep 2024
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Jane Street 31k $1.4M -79% Sep 2024
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GeoWealth Management 28k $1.3M 6% Sep 2024
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Harbour Investments 28k $1.3M -6% Sep 2024
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Jim Saulnier & Associates 28k $1.2M 100% Sep 2024
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Proequities 28k $1.2B 7% Sep 2024
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RDA Financial Network 28k $1.2M -2% Sep 2024
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Plan Group Financial 27k $1.2M -6% Sep 2024
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Insigneo Advisory Services 27k $1.2M 0% Sep 2024
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First Financial Bank, N.A. - Trust Division 25k $1.1M 6% Sep 2024
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Goss Wealth Management 24k $1.0M 311% Jun 2024
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HighTower Advisors 24k $1.0M 65% Jun 2024
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Fort Henry Capital 24k $1.1M -1% Sep 2024
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Renaissance Technologies 22k $1.0M 15% Sep 2024
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H D Vest Advisory Services 22k $936k -1% Jun 2024
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Comprehensive Portfolio Management 21k $959k -7% Sep 2024
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Financial Enhancement 21k $828k -65% Sep 2024
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Sigma Planning 21k $935k 3% Sep 2024
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Milestone Asset Management 21k $928k 4% Sep 2024
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Gallacher Capital Management 20k $920k 17% Sep 2024
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Prosperity Consulting Group 20k $919k 25% Sep 2024
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Atria Wealth Solutions 20k $908k 10% Sep 2024
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Northstar 19k $870k -1% Sep 2024
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Mml Investors Services 19k $865k 2% Sep 2024
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Summit Wealth Partners 19k $848k 0% Sep 2024
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Sovereign Financial Group 19k $844k 6% Sep 2024
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Global Financial Private Client 18k $829k 0% Sep 2024
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Beacon Investment Advisory Services 18k $784k -9% Jun 2024
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Marino, Stram & Associates 18k $813k 0% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 18k $807k 1% Sep 2024
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Flagship Harbor Advisors 18k $805k -6% Sep 2024
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Godshalk Welsh Capital Management 18k $793k -2% Sep 2024
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Steel Peak Wealth Management 18k $792k 2% Sep 2024
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Legacy Financial Group 16k $697k 4% Sep 2024
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AE Wealth Management 15k $691k -11% Sep 2024
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Clear Creek Financial Management 15k $685k 0% Sep 2024
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Ausdal Financial Partners 14k $650k -1% Sep 2024
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Mesirow Financial Investment Management International Equity 14k $630k 100% Sep 2024
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Armstrong, Fleming & Moore 14k $619k 1% Sep 2024
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FinTrust Capital Advisors 14k $617k -23% Sep 2024
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Silver Oak Securities 13k $606k 16% Sep 2024
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Integrity Financial Corp 13k $605k -6% Sep 2024
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Dentgroup 13k $600k 0% Sep 2024
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Mercer Global Advisors 13k $563k -9% Jun 2024
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Kingsview Wealth Management 13k $590k -2% Sep 2024
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J.w. Cole Advisors 13k $589k -10% Sep 2024
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Centaurus Financial 13k $570k -3% Sep 2024
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Pensionmark Financial Group 13k $567k 1% Sep 2024
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Mosley Wealth Management 12k $543k -7% Sep 2024
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RTD Financial Advisors 12k $531k -1% Sep 2024
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Fund Evaluation Group 12k $526k 100% Sep 2024
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RFG Advisory 12k $521k -8% Sep 2024
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Mariner Wealth Advisors 11k $508k -20% Sep 2024
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Merriman Wealth Management 11k $505k 0% Sep 2024
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Stratos Wealth Partners 11k $503k -2% Sep 2024
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Stifel Financial 11k $469k -1% Jun 2024
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Sanctuary Advisors 11k $475k 100% Sep 2024
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Wealth Forward 11k $481k -7% Sep 2024
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Mason & Associates 11k $480k 1% Sep 2024
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National Wealth Management Group 10k $464k 6% Sep 2024
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Mendel Capital Management 10k $453k 0% Sep 2024
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National Bank Of Canada /fi/ 9.9k $446k -22% Sep 2024
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Integrated Wealth Concepts 9.8k $442k 2% Sep 2024
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Central Trust & Investment 9.6k $432k 9% Sep 2024
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Steward Partners Investment Advisory 9.5k $410k 0% Jun 2024
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Lido Advisors 9.4k $406k 0% Jun 2024
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Investment Partners 9.3k $421k 1% Sep 2024
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Private Advisor 9.3k $421k -1% Sep 2024
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SimpliFi 9.1k $409k 1% Sep 2024
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Tempus Wealth Planning 9.0k $404k 9% Sep 2024
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Syntrinsic 8.9k $386k 4% Sep 2024
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Unique Wealth 8.9k $400k -2% Sep 2024
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First Heartland Consultants 8.8k $398k 0% Sep 2024
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Nicolet Advisory Services 8.7k $387k 4% Sep 2024
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United Capital Financial Advisers 8.4k $380k -3% Sep 2024
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Archford Capital Strategies 8.4k $374k -4% Sep 2024
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Capital Investment Advisory Services 8.3k $375k 0% Sep 2024
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McKinley Carter Wealth Services 8.0k $361k -3% Sep 2024
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Heirloom Wealth Management 7.9k $358k -5% Sep 2024
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CFO4Life 7.9k $358k 0% Sep 2024
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Bay Harbor Wealth Management 7.9k $355k 0% Sep 2024
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Visionary Wealth Advisors 7.9k $354k -13% Sep 2024
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Syverson Strege & Co 7.8k $354k 3% Sep 2024
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Advisory Services Network 7.8k $335k 0% Sep 2024
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Jones Financial Companies, L.L 7.5k $340k 2% Sep 2024
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Austin Private Wealth 7.5k $339k 0% Sep 2024
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Axxcess Wealth Management 7.5k $337k 0% Sep 2024
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Leading Edge Financial Planning 7.4k $333k -1% Sep 2024
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SRS Capital Advisors 7.3k $331k 1% Sep 2024
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Bright Futures Wealth Management 7.2k $316k 100% Sep 2024
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Buckingham Strategic Partners 7.1k $320k 100% Sep 2024
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Townsquare Capital 7.0k $317k -13% Sep 2024
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Creative Planning 6.9k $311k 100% Sep 2024
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Estate Counselors 6.7k $303k -4% Sep 2024
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Worth Financial Advisory Group 6.7k $300k 35% Sep 2024
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Federation des caisses Desjardins du Quebec 6.5k $292k -17% Sep 2024
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Archvest Wealth Advisors 5.9k $268k 0% Sep 2024
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Executive Wealth Management 5.8k $263k 100% Sep 2024
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Great Valley Advisor Group 5.7k $257k -2% Sep 2024
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Captrust Financial Advisors 5.7k $256k -4% Sep 2024
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Aprio Wealth Management 5.7k $256k 0% Sep 2024
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Claro Advisors 5.7k $255k 100% Sep 2024
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Compass Financial Group 5.1k $229k -10% Sep 2024
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Reston Wealth Management 117.00 $5.3k -99% Sep 2024
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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
Colony Jun 2024 68k $2.9M
Goldman Sachs Group Mar 2024 31k $1.3M
Citadel Advisors Jun 2024 21k $884k
Janney Montgomery Scott Jun 2024 11k $491k
Beacon Pointe Advisors Jun 2024 10k $430k
Us Bancorp Jun 2024 9.8k $419k
IFG Advisory Jun 2024 6.3k $273k