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
Download as csv
Download as Excel
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 | ||
|---|---|---|---|---|---|---|
| BlackRock | 2.2M | $103M | 4% | Jun 2021 | ||
| Tiedemann Wealth Management | 1.6M | $72M | 10% | Jun 2021 | ||
| LPL Financial | 819k | $37M | 10% | Jun 2021 | ||
| Advisor Group Holdings | 373k | $17M | 6% | Jun 2021 | ||
| Trilogy Capital | 335k | $15M | -11% | Jun 2021 | ||
| Bank of America Corporation | 334k | $15M | 6% | Jun 2021 | ||
| Royal Bank of Canada | 331k | $15M | 10% | Jun 2021 | ||
| Morgan Stanley | 281k | $13M | 100% | Jun 2021 | ||
| Wells Fargo & Company | 257k | $12M | 0% | Jun 2021 | ||
| Summit Wealth & Retirement Planning | 208k | $9.4M | 1% | Jun 2021 | ||
| AE Wealth Management | 202k | $9.1M | -82% | Jun 2021 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of iShares S&P Moderate Allocation Fund ETF? |
||||||
| Cambridge Investment Research Advisors | 202k | $9.1M | 15% | Jun 2021 | ||
| Aspiriant | 183k | $8.2M | 0% | Jun 2021 | ||
| Weaver Consulting Group | 182k | $8.2M | 0% | Jun 2021 | ||
| Reston Wealth Management | 144k | $6.5M | 20% | Jun 2021 | ||
| Brookstone Capital Management | 135k | $6.1M | 1% | Jun 2021 | ||
| Arq Wealth Advisors | 129k | $5.8M | 8% | Jun 2021 | ||
| Ameriprise Financial | 125k | $5.6M | 6% | Jun 2021 | ||
| Geneos Wealth Management | 112k | $5.1M | -5% | Jun 2021 | ||
| Patton Albertson & Miller | 112k | $5.0M | -1% | Jun 2021 | ||
| Commonwealth Equity Services | 109k | $4.9M | 0% | Jun 2021 | ||
| Beacon Financial Advisory | 108k | $4.8M | -5% | Jun 2021 | ||
| Thrive Capital Management | 100k | $4.5M | 47% | Jun 2021 | ||
| Financial Network Investment Corporation | 99k | $4.5M | 0% | Jun 2021 | ||
| Qube Research & Technologies | 97k | $4.4M | 608% | Jun 2021 | ||
| Financial Advocates Investment Management | 94k | $4.2M | 35% | Jun 2021 | ||
| Beacon Pointe Advisors | 93k | $4.2M | 5% | Jun 2021 | ||
| Barclays | 89k | $4.0M | 215% | Jun 2021 | ||
| Envestnet Asset Management | 88k | $3.9M | -13% | Sep 2021 | ||
| Fure Financial Corp | 71k | $3.2M | -3% | Jun 2021 | ||
| Raymond James Financial Services Advisors | 70k | $3.1M | -2% | Jun 2021 | ||
| Old Mission Capital | 58k | $2.6M | -36% | Jun 2021 | ||
| UBS Group | 55k | $2.5M | 13% | Jun 2021 | ||
| Weitzel Financial Services | 55k | $2.4M | -97% | Sep 2021 | ||
| Dynamic Advisors Solutions | 52k | $2.3M | 5% | Jun 2021 | ||
| Madrona Financial Services | 51k | $2.3M | 4% | Jun 2021 | ||
| Royal Fund Management | 50k | $2.2M | 16% | Jun 2021 | ||
| Aveo Capital Partners | 47k | $2.1M | 12% | Jun 2021 | ||
| Kestra Advisory Services | 47k | $2.1M | 2% | Jun 2021 | ||
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 46k | $2.1M | -1% | Jun 2021 | ||
| Warren Averett Asset Management | 43k | $2.0M | 3% | Jun 2021 | ||
| Kovack Advisors | 41k | $1.8M | 1% | Jun 2021 | ||
| Liberty Wealth Management | 39k | $873k | 5883% | Jun 2021 | ||
| Mercer Global Advisors | 36k | $1.6M | 16% | Jun 2021 | ||
| Strategic Financial | 35k | $1.6M | -3% | Jun 2021 | ||
| Harbour Investments | 32k | $1.4M | 0% | Jun 2021 | ||
| Mutual Advisors | 31k | $1.4M | 91% | Jun 2021 | ||
| Frank. Day | 30k | $1.4M | 2% | Jun 2021 | ||
| Northstar | 30k | $1.4M | 0% | Jun 2021 | ||
| Fort Henry Capital | 30k | $1.3M | -1% | Jun 2021 | ||
| Raymond James & Associates | 29k | $1.3M | -14% | Jun 2021 | ||
| Multi-Financial Securities | 28k | $1.3M | 0% | Jun 2021 | ||
| Kuehl Shepherd Kozlowski & Associates | 27k | $1.2M | -3% | Jun 2021 | ||
| United Capital Financial Advisers | 27k | $1.2M | -29% | Jun 2021 | ||
| RDA Financial Network | 27k | $1.2M | 3% | Jun 2021 | ||
| GW & Wade | 26k | $1.2M | -20% | Jun 2021 | ||
| Comprehensive Portfolio Management | 26k | $1.2M | -1% | Jun 2021 | ||
| Spire Wealth Management | 22k | $1.0M | 17% | Sep 2021 | ||
| Citadel Advisors | 22k | $997k | -41% | Jun 2021 | ||
| Nicolet Advisory Services | 22k | $989k | 21% | Jun 2021 | ||
| Redhawk Wealth Advisors | 20k | $904k | 3% | Jun 2021 | ||
| Mid Atlantic Financial Management | 20k | $892k | -1% | Jun 2021 | ||
| Private Advisor | 20k | $882k | -17% | Jun 2021 | ||
| Steel Peak Wealth Management | 19k | $871k | -5% | Jun 2021 | ||
| Legacy Financial Group | 19k | $862k | -1% | Sep 2021 | ||
| Integrated Wealth Concepts | 19k | $848k | 5% | Jun 2021 | ||
| Snider Financial Group | 18k | $807k | 100% | Jun 2021 | ||
| Northwest Wealth Management | 18k | $791k | -1% | Jun 2021 | ||
| Harwood Advisory | 17k | $770k | -15% | Jun 2021 | ||
| J.w. Cole Advisors | 17k | $756k | 43% | Jun 2021 | ||
| IFP Advisors | 17k | $752k | 105% | Jun 2021 | ||
| Stratos Wealth Partners | 16k | $707k | 4% | Jun 2021 | ||
| Deutsche Bank Aktiengesellschaft | 16k | $705k | 0% | Jun 2021 | ||
| Compass Ion Advisors | 15k | $684k | -24% | Jun 2021 | ||
| Beacon Investment Advisory Services | 14k | $646k | 9% | Jun 2021 | ||
| Davenport & Co | 14k | $636k | 0% | Jun 2021 | ||
| CX Institutional | 14k | $632k | -6% | Jun 2021 | ||
| Cetera Investment Advisers | 14k | $627k | 2% | Jun 2021 | ||
| Archford Capital Strategies | 14k | $621k | 2% | Jun 2021 | ||
| Stifel Financial | 13k | $585k | 14% | Jun 2021 | ||
| Susquehanna International | 13k | $572k | -19% | Jun 2021 | ||
| Roman Butler Fullerton & Co | 13k | $567k | -23% | Jun 2021 | ||
| Sigma Planning | 12k | $540k | -3% | Jun 2021 | ||
| Fullen Financial Group | 12k | $527k | -4% | Jun 2021 | ||
| Garrett Wealth Advisory Group | 12k | $523k | 0% | Jun 2021 | ||
| Ausdal Financial Partners | 12k | $522k | 53% | Jun 2021 | ||
| Capital Investment Advisory Services | 11k | $505k | -3% | Jun 2021 | ||
| Syverson Strege & Co | 11k | $494k | -8% | Jun 2021 | ||
| Wealth Advisory Solutions | 11k | $494k | 0% | Jun 2021 | ||
| Visionary Wealth Advisors | 11k | $493k | -36% | Jun 2021 | ||
| SRS Capital Advisors | 11k | $492k | 100% | Jun 2021 | ||
| Sargent Bickham Lagudis | 11k | $474k | 0% | Jun 2021 | ||
| Financial Management Network | 11k | $474k | -1% | Jun 2021 | ||
| Mml Investors Services | 11k | $471k | 5% | Jun 2021 | ||
| Efficient Advisors | 10k | $459k | -15% | Sep 2021 | ||
| Lokken Investment Group | 9.7k | $436k | 0% | Jun 2021 | ||
| Means Investment | 9.6k | $434k | -20% | Jun 2021 | ||
| AdvisorNet Financial | 9.6k | $433k | 1% | Jun 2021 | ||
| Occidental Asset Management | 9.3k | $417k | 5% | Jun 2021 | ||
| McKinley Carter Wealth Services | 9.2k | $413k | 2% | Jun 2021 | ||
| Feltz Wealth PLAN | 9.1k | $412k | 2% | Jun 2021 | ||
| HBW Advisory Services | 9.0k | $403k | 0% | Sep 2021 | ||
| Compass Advisory Group | 8.9k | $402k | -46% | Jun 2021 | ||
| Acorn Wealth Advisors | 8.8k | $398k | -1% | Jun 2021 | ||
| Bay Harbor Wealth Management | 8.7k | $390k | -10% | Jun 2021 | ||
| First Heartland Consultants | 8.6k | $389k | 100% | Jun 2021 | ||
| Godshalk Welsh Capital Management | 8.6k | $389k | 1% | Jun 2021 | ||
| Branch Banking & Trust Company | 8.3k | $376k | 6% | Jun 2021 | ||
| Wealthquest | 8.2k | $370k | -4% | Jun 2021 | ||
| Thrivent Financial for Lutherans | 8.2k | $371k | 7% | Jun 2021 | ||
| Main Street Financial Solutions | 8.2k | $371k | 1% | Jun 2021 | ||
| Vigilare Wealth Management | 8.2k | $368k | 32% | Jun 2021 | ||
| Bank Of Montreal | 8.1k | $366k | 513% | Jun 2021 | ||
| Captrust Financial Advisors | 8.0k | $361k | 0% | Jun 2021 | ||
| CFO4Life | 7.9k | $357k | 0% | Jun 2021 | ||
| Financial Strategies Group | 7.9k | $355k | -4% | Jun 2021 | ||
| Sovereign Financial Group | 7.8k | $341k | 0% | Jun 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 7.8k | $352k | 0% | Jun 2021 | ||
| NorthRock Partners | 7.8k | $350k | 0% | Jun 2021 | ||
| Advisor Resource Council | 7.7k | $348k | 100% | Jun 2021 | ||
| Anchor Capital Advisors | 7.6k | $343k | 0% | Jun 2021 | ||
| CLS Investments | 7.5k | $338k | -74% | Jun 2021 | ||
| Founders Financial Alliance | 7.2k | $335k | 5% | Jun 2021 | ||
| Lebenthal Global Advisors | 7.1k | $319k | -3% | Jun 2021 | ||
| Carolinas Wealth Consulting | 7.0k | $316k | 0% | Jun 2021 | ||
| Lloyd Advisory Services | 6.8k | $303k | 925% | Sep 2021 | ||
| Robertson Stephens Wealth Management | 6.8k | $304k | 0% | Jun 2021 | ||
| Ahrens Investment Partners | 6.6k | $296k | -2% | Jun 2021 | ||
| Bluesphere Advisors | 6.6k | $295k | 0% | Jun 2021 | ||
| O'Dell Group | 6.6k | $295k | 0% | Jun 2021 | ||
| Hollencrest Securities | 6.5k | $294k | 100% | Jun 2021 | ||
| Adams Wealth Management | 6.5k | $294k | 8% | Jun 2021 | ||
| SOA Wealth Advisors | 6.5k | $292k | -4% | Jun 2021 | ||
| SimpliFi | 6.4k | $290k | 100% | Jun 2021 | ||
| Polaris Wealth Advisers | 6.3k | $284k | -7% | Jun 2021 | ||
| Cedar Brook Financial Partners | 6.3k | $282k | 0% | Jun 2021 | ||
| Clear Creek Financial Management | 6.1k | $275k | 100% | Jun 2021 | ||
| TPG Financial Advisors | 6.1k | $271k | 17% | Sep 2021 | ||
| Kingsview Wealth Management | 6.0k | $273k | 9% | Jun 2021 | ||
| Greatmark Investment Partners | 6.0k | $270k | 0% | Jun 2021 | ||
| Two Sigma Securities | 5.8k | $260k | 100% | Jun 2021 | ||
| Belpointe Asset Management | 5.6k | $253k | -3% | Jun 2021 | ||
| Midwest Professional Planners | 5.4k | $245k | -26% | Jun 2021 | ||
| Mackey Komara & Dankovich | 5.4k | $242k | 8% | Sep 2021 | ||
| Wealthcare Advisory Partners | 5.2k | $232k | -26% | Jun 2021 | ||
| Nations Financial Group | 5.1k | $229k | 0% | Jun 2021 | ||
| H D Vest Advisory Services | 5.0k | $227k | 100% | Jun 2021 | ||
| Clearview Wealth Advisors | 4.9k | $219k | 39% | Jun 2021 | ||
| Foundations Investment Advisors | 4.8k | $217k | 0% | Jun 2021 | ||
| Centaurus Financial | 4.7k | $213k | -55% | Jun 2021 | ||
| Summit Financial Wealth Advisors | 4.5k | $202k | -14% | Jun 2021 | ||
| Cahaba Wealth Management | 4.5k | $202k | -8% | Jun 2021 | ||
| Ameritas Investment Corp | 1.3k | $5.8M | -96% | Jun 2021 | ||
| Sugarloaf Wealth Management | 800.00 | $36k | -96% | Jun 2021 | ||
Who sold out of iShares S&P Moderate Allocation Fund ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2021 | 48k | $2.1M |
| Parametric Portfolio Associates | Mar 2021 | 42k | $1.8M |
| Steward Partners Investment Advisory | Mar 2021 | 25k | $1.1M |
| Marino, Stram & Associates | Mar 2021 | 22k | $962k |
| HighTower Advisors | Mar 2021 | 15k | $652k |
| Charles Schwab Investment Advisory | Mar 2021 | 5.5k | $238k |
| DAL Investment Company | Mar 2021 | 5.3k | $231k |