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 2.9M $139M 1% Dec 2025
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LPL Financial 1.3M $61M 17% Dec 2025
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Wells Fargo & Company 545k $26M 111% Dec 2025
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Foundations Investment Advisors 532k $25M 5% Dec 2025
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Raymond James Financial 441k $21M 449% Dec 2025
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Weitzel Financial Services 301k $14M 4% Dec 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 282k $13M 1% Dec 2025
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AJ Advisors 269k $13M 100% Dec 2025
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Cetera Investment Advisers 218k $10M 11% Dec 2025
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Weaver Consulting Group 174k $8.3M 8% Dec 2025
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Investment Advisory Group 145k $6.9M 3% Dec 2025
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Commonwealth Equity Services 145k $6.9M 0% Dec 2025
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Advisor Group Holdings 143k $6.8M -32% Dec 2025
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Lodestar Private Asset Management 142k $6.8M 5% Dec 2025
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Cambridge Investment Research Advisors 119k $5.7M -31% Dec 2025
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Royal Fund Management 114k $5.4M 163% Dec 2025
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Focus Financial Network 99k $4.7M 3% Dec 2025
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Western Wealth Management 94k $4.5M 100% Dec 2025
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Financial Advocates Investment Management 93k $4.4M 4% Sep 2025
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Consilium Wealth Advisory 92k $4.4M -2% Dec 2025
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Wealth Enhancement Advisory Services 91k $4.4M -1% Dec 2025
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Branch Banking & Trust Company 91k $4.3M 1% Dec 2025
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Warren Averett Asset Management 84k $4.0M 6% Dec 2025
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Seeds Investor 80k $3.8M -13% Dec 2025
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Hanover Advisors 79k $3.8M -37% Dec 2025
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Ellenbecker Investment Group 79k $3.8M 39% Dec 2025
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Onyx Bridge Wealth Group 78k $3.7M 1% Dec 2025
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Colony 78k $3.7M -1% Dec 2025
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Ameritas Advisory Services 78k $3.7M 1724% Dec 2025
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Envestnet Asset Management 75k $3.6M 3% Dec 2025
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Taylor Financial Group 75k $3.6M -1% Dec 2025
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Brookstone Capital Management 72k $3.4M 0% Dec 2025
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Mutual Advisors 68k $3.2M -1% Dec 2025
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KilterHowling 62k $3.0M 100% Dec 2025
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Private Advisor 57k $2.7M 7% Dec 2025
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Kestra Advisory Services 52k $2.5M 11% Dec 2025
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TRUE Private Wealth Advisors 50k $2.4M -4% Dec 2025
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Jim Saulnier & Associates 48k $2.3M 42% Dec 2025
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Enclave Advisors 47k $2.3M -1% Dec 2025
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Aspiriant 45k $2.2M 0% Dec 2025
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Jpmorgan Chase & Co 44k $2.1M 100% Sep 2025
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Beacon Financial Advisory 44k $2.1M 0% Dec 2025
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Manske Wealth Management 43k $2.0M 0% Dec 2025
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Patton Albertson & Miller 42k $2.0M -7% Dec 2025
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Stifel Financial 40k $1.9M 24% Dec 2025
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UBS Group 33k $1.6M -7% Dec 2025
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Milestone Asset Management 32k $1.5M -2% Dec 2025
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LifePlan Financial 32k $1.5M -2% Dec 2025
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Prosperity Consulting Group 28k $1.3M -1% Dec 2025
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Insigneo Advisory Services 28k $1.3M 0% Dec 2025
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J.w. Cole Advisors 28k $1.1M 13% Dec 2025
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One Capital Management 27k $1.3M 11% Dec 2025
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Gallacher Capital Management 27k $1.3M 6% Dec 2025
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BlueStem Wealth Partners 26k $1.2M -4% Dec 2025
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American Trust 26k $1.2M -74% Dec 2025
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Harbour Investments 26k $1.2M 12% Dec 2025
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RDA Financial Network 25k $1.2M -3% Dec 2025
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Goss Wealth Management 24k $1.2M 11% Dec 2025
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Kmg Fiduciary Partners 23k $1.1M 2% Dec 2025
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Wedbush Morgan Securities 23k $1.1M 100% Dec 2025
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Fort Henry Capital 23k $1.1M 2% Dec 2025
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Sovereign Financial Group 22k $1.1M 6% Dec 2025
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Sentinus 22k $1.1M 6% Dec 2025
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Godshalk Welsh Capital Management 22k $1.0M 22% Dec 2025
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National Bank Of Canada /fi/ 22k $1.0M 7% Dec 2025
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Nelson, Van Denburg & Campbell Wealth Management 21k $1.0M 3% Dec 2025
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High Net Worth Advisory Group 21k $1.0M 100% Dec 2025
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Global Financial Private Client 21k $1.0M 1% Dec 2025
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Eight 31 Financial 21k $997k -2% Dec 2025
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Axxcess Wealth Management 21k $984k 14% Dec 2025
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Gts Securities 21k $980k 334% Dec 2025
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Comprehensive Portfolio Management 21k $979k 5% Dec 2025
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Thrive Capital Management 20k $973k -19% Dec 2025
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Jones Financial Companies, L.L 20k $940k 13% Sep 2025
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Denver Wealth Management 20k $947k 29% Dec 2025
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HighTower Advisors 20k $936k 4% Dec 2025
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Pensionmark Financial Group 19k $908k 3% Dec 2025
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Mml Investors Services 19k $904k -6% Dec 2025
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Janney Montgomery Scott 18k $871k 306% Dec 2025
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Beacon Investment Advisory Services 18k $852k 0% Dec 2025
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Marino, Stram & Associates 18k $844k 1% Dec 2025
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Integrated Wealth Concepts 17k $809k 1% Dec 2025
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Legacy Financial Group 17k $808k 3% Dec 2025
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Northstar 17k $795k -2% Dec 2025
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Steward Partners Investment Advisory 16k $765k 8% Dec 2025
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AlTi Global 15k $725k -11% Dec 2025
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Unique Wealth 15k $703k 4% Dec 2025
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MAI Wealth Advisors 15k $702k -1% Dec 2025
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Mesirow Financial Investment Management International Equity 15k $700k -2% Dec 2025
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Sigma Planning 14k $689k 8% Dec 2025
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Steel Peak Wealth Management 14k $687k -5% Dec 2025
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Money Concepts Capital Corp 14k $680k 11% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 14k $679k 295% Dec 2025
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Mariner Wealth Advisors 14k $678k -2% Dec 2025
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Concurrent Investment Advisors 14k $660k 5% Dec 2025
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Advisory Services Network 14k $653k 76% Dec 2025
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AE Wealth Management 13k $630k -50% Dec 2025
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Summit Wealth Partners 13k $619k 4% Dec 2025
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Armstrong, Fleming & Moore 12k $575k 0% Dec 2025
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Visionary Wealth Advisors 12k $559k 13% Dec 2025
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Integrity Financial Corp 11k $544k 0% Dec 2025
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Ausdal Financial Partners 11k $541k 13% Dec 2025
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Wealth Forward 11k $536k 25% Dec 2025
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Stratos Wealth Partners 11k $528k 0% Dec 2025
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Clear Creek Financial Management 11k $526k -15% Dec 2025
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BridgePort Financial Solutions 11k $521k -5% Dec 2025
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Redhawk Wealth Advisors 11k $518k 150% Dec 2025
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Waterloo Capital 11k $516k -3% Dec 2025
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Mosley Wealth Management 11k $511k 100% Dec 2025
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MPS Loria Financial Planners 11k $504k 6% Dec 2025
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Investment Partners 11k $503k 2% Dec 2025
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Dentgroup 10k $492k 0% Dec 2025
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Siligmueller & Norvid Wealth Advisors 10k $488k 100% Sep 2025
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Central Trust & Investment 10k $488k 12% Dec 2025
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Federation des caisses Desjardins du Quebec 9.8k $465k 13% Dec 2025
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Captrust Financial Advisors 9.6k $459k -61% Sep 2025
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Plan Group Financial 9.6k $458k -21% Dec 2025
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Gwn Securities 9.6k $457k 5% Dec 2025
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Centaurus Financial 9.6k $456k 8% Dec 2025
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Ascent Group 9.5k $455k 0% Dec 2025
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Oppenheimer Asset Management 9.5k $452k 100% Dec 2025
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Moss Adams Wealth Advisors 9.3k $444k 1% Dec 2025
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Mendel Capital Management 9.3k $442k 0% Sep 2025
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Intl Fcstone 9.1k $436k -2% Dec 2025
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Heirloom Wealth Management 9.1k $434k 1% Dec 2025
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United Capital Financial Advisers 9.0k $427k 1% Sep 2025
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Syverson Strege & Co 8.9k $426k 32% Dec 2025
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Wealthcare Advisory Partners 8.8k $422k 80% Dec 2025
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RTD Financial Advisors 8.8k $418k 0% Dec 2025
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Paragon Advisors 8.8k $418k 100% Dec 2025
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Strategic Blueprint 8.8k $418k 100% Dec 2025
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Resources Investment Advisors 8.7k $413k -1% Dec 2025
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Tempus Wealth Planning 8.6k $412k 7% Dec 2025
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First Heartland Consultants 8.6k $410k -1% Dec 2025
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Fort Point Capital Partners 8.5k $412k -8% Dec 2025
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Kastel Capital Advisors 8.4k $403k 100% Dec 2025
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SimpliFi 8.3k $396k 0% Dec 2025
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GeoWealth Management 8.2k $393k -1% Dec 2025
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Bay Harbor Wealth Management 8.1k $386k 3% Dec 2025
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Lido Advisors 8.0k $381k 0% Dec 2025
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IHT Wealth Management 7.9k $379k 0% Dec 2025
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CFO4Life 7.9k $379k 0% Dec 2025
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CWM 7.8k $373k 66% Dec 2025
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Gladstone Institutional Advisory 7.8k $371k -2% Dec 2025
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Bright Futures Wealth Management 7.7k $366k 0% Dec 2025
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Creative Planning 7.6k $362k -1% Dec 2025
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Maxele Advisors 7.4k $354k 8% Dec 2025
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RFG Advisory 7.4k $353k -37% Dec 2025
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Efficient Advisors 7.3k $349k -4% Dec 2025
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Worth Financial Advisory Group 7.3k $349k 100% Dec 2025
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Westmount Partners 7.1k $338k 2% Dec 2025
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AQR Capital Management 7.0k $334k 44% Sep 2025
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Equitable Holdings 6.3k $303k -10% Dec 2025
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Mission Wealth Management 6.1k $290k -15% Dec 2025
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Nicolet Advisory Services 4.7k $227k -36% Dec 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
Mason & Associates Sep 2025 8.3k $381k