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
Tiedemann Wealth Management 1.5M $66M 1% Mar 2022
AE Wealth Management 412k $19M -68% Dec 2021
Wells Fargo & Company 386k $18M 43% Dec 2021
Advisor Group Holdings 386k $17M -1% Mar 2022
Morgan Stanley 326k $14M 100% Mar 2022
Ameritas Advisory Services 228k $9.8M 13% Mar 2022
Cambridge Investment Research Advisors 227k $10M 0% Dec 2021
Aspiriant 182k $7.8M -3% Mar 2022
Brookstone Capital Management 179k $7.5M 33% Mar 2022
Weaver Consulting Group 178k $7.6M -2% Mar 2022
Thrive Capital Management 162k $7.0M -15% Mar 2022

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Commonwealth Equity Services 133k $5.7M -20% Mar 2022
Sweet Financial Partners 131k $5.6M 100% Mar 2022
FDx Advisors 130k $5.6M 100% Mar 2022
Investment Advisory Group 109k $4.7M 1% Mar 2022
Financial Advocates Investment Management 99k $4.2M 1% Mar 2022
Patton Albertson & Miller 95k $4.1M -18% Mar 2022
Beacon Financial Advisory 83k $3.6M -20% Mar 2022
Weitzel Financial Services 82k $3.5M 25% Mar 2022
Fure Financial Corp 76k $3.5M 2% Dec 2021
Royal Fund Management 76k $3.2M 13% Mar 2022
Raymond James Financial Services Advisors 74k $3.2M 20% Mar 2022
Summit Wealth & Retirement Planning 71k $3.2M -29% Dec 2021
Win Advisors 69k $3.0M 100% Mar 2022
Envestnet Asset Management 64k $2.7M -22% Mar 2022
Warren Averett Asset Management 58k $2.5M 5% Mar 2022
Oppenheimer Asset Management 56k $2.6M 100% Dec 2021
Mutual Advisors 54k $2.3M 32% Mar 2022
Reston Wealth Management 52k $2.3M 0% Mar 2022
Raymond James & Associates 51k $2.2M -65% Mar 2022
Kestra Advisory Services 50k $2.2M 1% Mar 2022
Jane Street 49k $2.1M 100% Mar 2022
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 48k $2.1M 1% Mar 2022
Harrell Investment Partners 45k $1.9M 100% Mar 2022
Aveo Capital Partners 42k $1.8M -1% Mar 2022
GeoWealth Management 41k $1.8M 100% Mar 2022
Steward Partners Investment Advisory 40k $1.7M -21% Mar 2022
Kovack Advisors 36k $1.5M -1% Mar 2022
Citadel Advisors 35k $1.5M 209% Mar 2022
Mercer Global Advisors 34k $1.5M -8% Mar 2022
Strategic Financial 34k $1.4M 2% Mar 2022
Frank. Day 34k $1.4M 100% Mar 2022
Northstar 29k $1.2M 0% Mar 2022
RDA Financial Network 29k $1.2M 3% Mar 2022
Private Advisor 28k $1.3M 0% Mar 2022
Fort Henry Capital 27k $1.2M -5% Mar 2022
Kuehl Shepherd Kozlowski & Associates 27k $1.1M 1% Mar 2022
Qube Research & Technologies 26k $1.1M -65% Mar 2022
GW & Wade 26k $1.1M 0% Mar 2022
Spire Wealth Management 26k $1.2M 17% Dec 2021
Harbour Investments 25k $1.1M -24% Dec 2021
Comprehensive Portfolio Management 24k $1.0M -1% Mar 2022
Ausdal Financial Partners 23k $987k -2% Mar 2022
Geneos Wealth Management 22k $958k -81% Mar 2022
RTD Financial Advisors 22k $930k 5% Mar 2022
Integrity Financial Corp 22k $927k 100% Mar 2022
Marino, Stram & Associates 21k $913k 0% Mar 2022
Goss Wealth Management 21k $886k 13% Mar 2022
Retireful 20k $873k 100% Mar 2022
Mml Investors Services 18k $785k 34% Mar 2022
Sovereign Financial Group 18k $827k 25% Dec 2021
Beacon Pointe Advisors 18k $777k -11% Mar 2022
Steel Peak Wealth Management 18k $772k -8% Mar 2022
Beacon Investment Advisory Services 18k $769k 0% Mar 2022
J.w. Cole Advisors 18k $763k 1% Mar 2022
Legacy Financial Group 17k $727k 45% Mar 2022
Northwest Wealth Management 17k $724k -6% Mar 2022
Nelson, Van Denburg & Campbell Wealth Management 16k $705k 109% Mar 2022
Nicolet Advisory Services 16k $691k -24% Mar 2022
Strategic Wealth Partners 16k $727k -13% Dec 2021
Dynamic Advisors Solutions 15k $660k 0% Mar 2022
TRUE Private Wealth Advisors 15k $628k 130% Mar 2022
CLS Investments 15k $683k 100% Dec 2021
Redhawk Wealth Advisors 15k $645k -22% Mar 2022
Integrated Wealth Concepts 15k $641k -27% Mar 2022
Oppenheimer & Co 15k $672k 100% Dec 2021
Davenport & Co 15k $633k 4% Mar 2022
Wilbanks Smith & Thomas Asset Management 15k $590k 0% Mar 2022
First Heartland Consultants 14k $611k 0% Mar 2022
Cetera Investment Advisers 14k $593k 2% Mar 2022
Ellenbecker Investment Group 14k $589k 20% Mar 2022
CX Institutional 13k $574k -5% Mar 2022
Dentgroup 13k $572k 0% Mar 2022
H D Vest Advisory Services 13k $557k 50% Mar 2022
Stifel Financial 13k $552k 41% Mar 2022
CFS Investment Advisory Services 13k $0 100% Mar 2022
Archvest Wealth Advisors 13k $543k 100% Mar 2022
Archford Capital Strategies 13k $572k -1% Dec 2021
Fullen Financial Group 13k $535k 2% Mar 2022
Householder Group Estate & Retirement Specialist 12k $563k 100% Dec 2021
Roman Butler Fullerton & Co 12k $510k -5% Mar 2022
SRS Capital Advisors 12k $539k 2% Dec 2021
Visionary Wealth Advisors 12k $507k 3% Mar 2022
PFG Advisors 12k $531k 100% Dec 2021
Garrett Wealth Advisory Group 12k $498k 0% Mar 2022
IFP Advisors 12k $524k 21% Dec 2021
Capital Investment Advisory Services 11k $476k 0% Mar 2022
SimpliFi 11k $467k 0% Mar 2022
Cahaba Wealth Management 11k $431k 0% Mar 2022
AdvisorNet Financial 10k $443k 0% Mar 2022
Harwood Advisory 10k $437k -9% Mar 2022
Feltz Wealth PLAN 10k $411k 12% Mar 2022
Mendel Capital Management 10k $432k 0% Mar 2022
HBW Advisory Services 10k $456k 11% Dec 2021
Lloyd Advisory Services 9.9k $425k 597% Mar 2022
McKinley Carter Wealth Services 9.9k $424k 8% Mar 2022
Sigma Planning 9.8k $423k -4% Mar 2022
Advisory Alpha 9.8k $420k -5% Mar 2022
Streettalk Advisors 9.7k $418k 25% Mar 2022
Lokken Investment Group 9.5k $386k -4% Mar 2022
Belpointe Asset Management 9.5k $407k 49% Mar 2022
Madrona Financial Services 9.4k $396k -82% Mar 2022
Manchester Financial 9.1k $391k 100% Mar 2022
Branch Banking & Trust Company 9.1k $390k 0% Mar 2022
Occidental Asset Management 9.0k $388k 1% Mar 2022
Renaissance Technologies 9.0k $387k 100% Mar 2022
Trilogy Capital 8.8k $379k -97% Mar 2022
Acorn Wealth Advisors 8.8k $377k -3% Mar 2022
Bay Harbor Wealth Management 8.7k $373k 0% Mar 2022
Thrivent Financial for Lutherans 8.7k $373k 5% Mar 2022
CFO4Life 7.9k $341k 0% Mar 2022
Efficient Advisors 7.9k $338k -11% Mar 2022
Advisor Resource Council 7.6k $326k 0% Mar 2022
Carolinas Wealth Consulting 7.5k $321k 1% Mar 2022
Clear Creek Financial Management 7.4k $318k 0% Mar 2022
Compass Ion Advisors 7.4k $318k -98% Mar 2022
Bank Of Montreal 7.4k $340k -10% Dec 2021
Syverson Strege & Co 7.3k $314k -19% Mar 2022
NorthRock Partners 7.2k $309k -7% Mar 2022
Goldman Sachs Group 7.0k $302k -86% Mar 2022
Anchor Capital Advisors 6.8k $294k 0% Mar 2022
Bluesphere Advisors 6.6k $287k 3% Mar 2022
O'Dell Group 6.6k $282k 0% Mar 2022
Ahrens Investment Partners 6.6k $282k -14% Mar 2022
SOA Wealth Advisors 6.5k $279k 0% Mar 2022
TPG Financial Advisors 6.2k $267k -7% Mar 2022
Financial Strategies Group 6.2k $266k 1% Mar 2022
Lincoln National 6.2k $265k 2% Mar 2022
Bnp Paribas Arbitrage, Snc 6.1k $261k -61% Mar 2022
Greatmark Investment Partners 6.0k $258k 0% Mar 2022
Flagship Harbor Advisors 5.9k $255k -23% Mar 2022
Kingsview Wealth Management 5.9k $269k -1% Dec 2021
Wealthcare Advisory Partners 5.9k $253k 0% Mar 2022
Brandywine Oak Private Wealth 5.8k $248k 4% Mar 2022
Captrust Financial Advisors 5.7k $247k -30% Mar 2022
Level Four Advisory Services 5.6k $239k 0% Mar 2022
Western Wealth Management 5.5k $238k 100% Mar 2022
Silver Oak Securities 5.5k $231k 100% Mar 2022
Adams Wealth Management 5.4k $230k -6% Mar 2022
Means Investment 5.4k $230k -41% Mar 2022
Cedar Brook Financial Partners 5.3k $228k -17% Mar 2022
Janney Montgomery Scott 5.0k $215k -94% Mar 2022
First Ascent Asset Management 4.9k $209k -18% Mar 2022
Polaris Wealth Advisers 4.4k $202k -27% Dec 2021
WestEnd Advisors 1.5k $63k -95% Mar 2022
Aptus Capital Advisors 1.4k $0 -91% Mar 2022

Who sold out of iShares S&P Moderate Allocation Fund ETF?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 384k $18M
Barclays Sep 2021 79k $3.5M
Stratos Wealth Partners Dec 2021 16k $745k
Parametric Portfolio Associates Sep 2021 15k $653k
Sargent Bickham Lagudis Dec 2021 11k $479k
Financial Management Network Dec 2021 9.7k $441k
Vigilare Wealth Management Dec 2021 8.8k $400k
Rdl Financial Dec 2021 8.7k $397k
Compass Advisory Group Dec 2021 8.4k $382k
Hollencrest Securities Sep 2021 6.1k $273k
Mackey Komara & Dankovich Sep 2021 5.4k $242k