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 | ||
|---|---|---|---|---|---|---|
| BlackRock | 2.1M | $118M | 8% | Mar 2021 | ||
| Tiedemann Wealth Management | 1.5M | $64M | 4% | Mar 2021 | ||
| AE Wealth Management | 1.1M | $50M | 13% | Mar 2021 | ||
| LPL Financial | 747k | $33M | 14% | Mar 2021 | ||
| Trilogy Capital | 374k | $16M | -30% | Mar 2021 | ||
| Advisor Group Holdings | 353k | $15M | -3% | Mar 2021 | ||
| Bank of America Corporation | 316k | $14M | -38% | Mar 2021 | ||
| Royal Bank of Canada | 302k | $13M | 16% | Mar 2021 | ||
| Wells Fargo & Company | 258k | $11M | -11% | Mar 2021 | ||
| Summit Wealth & Retirement Planning | 206k | $9.0M | 19% | Mar 2021 | ||
| Weaver Consulting Group | 183k | $8.0M | -1% | Mar 2021 | ||
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| Aspiriant | 183k | $7.9M | 0% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 176k | $7.7M | 25% | Mar 2021 | ||
| Brookstone Capital Management | 134k | $5.8M | -55% | Mar 2021 | ||
| Reston Wealth Management | 120k | $5.2M | -8% | Mar 2021 | ||
| Geneos Wealth Management | 118k | $5.2M | 2% | Mar 2021 | ||
| Ameriprise Financial | 118k | $5.3M | -1% | Mar 2021 | ||
| Beacon Financial Advisory | 113k | $4.9M | 5% | Mar 2021 | ||
| Patton Albertson & Miller | 112k | $4.9M | -6% | Mar 2021 | ||
| Commonwealth Equity Services | 108k | $4.7M | -21% | Mar 2021 | ||
| Financial Network Investment Corporation | 99k | $4.3M | -3% | Mar 2021 | ||
| Envestnet Asset Management | 94k | $4.1M | 87% | Mar 2021 | ||
| Old Mission Capital | 91k | $4.0M | 100% | Mar 2021 | ||
| Fure Financial Corp | 74k | $3.2M | 4% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 71k | $3.1M | 32% | Mar 2021 | ||
| Financial Advocates Investment Management | 70k | $3.1M | 91% | Mar 2021 | ||
| Creative Financial Designs | 70k | $3.0M | 5857% | Mar 2021 | ||
| Thrive Capital Management | 68k | $3.0M | 19% | Mar 2021 | ||
| Rowland Carmichael Advisors | 54k | $2.3M | -3% | Dec 2020 | ||
| Dynamic Advisors Solutions | 49k | $2.1M | 15% | Mar 2021 | ||
| Madrona Financial Services | 49k | $2.1M | 11% | Mar 2021 | ||
| UBS Group | 49k | $2.1M | 20% | Mar 2021 | ||
| Jane Street | 48k | $2.1M | 100% | Mar 2021 | ||
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 47k | $2.0M | 11% | Mar 2021 | ||
| Kestra Advisory Services | 46k | $2.0M | -30% | Mar 2021 | ||
| Royal Fund Management | 43k | $1.9M | 34% | Mar 2021 | ||
| Parametric Portfolio Associates | 42k | $1.8M | 100% | Mar 2021 | ||
| Warren Averett Asset Management | 42k | $1.9M | 13% | Mar 2021 | ||
| Aveo Capital Partners | 42k | $1.8M | 100% | Mar 2021 | ||
| Weitzel Financial Services | 41k | $1.8M | 13% | Mar 2021 | ||
| Kovack Advisors | 40k | $1.8M | 365% | Mar 2021 | ||
| United Capital Financial Advisers | 38k | $1.7M | -1% | Mar 2021 | ||
| Citadel Advisors | 38k | $1.6M | 100% | Mar 2021 | ||
| Strategic Financial | 36k | $1.6M | 3% | Mar 2021 | ||
| Raymond James & Associates | 33k | $1.4M | 0% | Mar 2021 | ||
| GW & Wade | 33k | $1.4M | 32% | Mar 2021 | ||
| Mercer Global Advisors | 31k | $1.3M | 100% | Mar 2021 | ||
| Northstar | 30k | $1.3M | -15% | Mar 2021 | ||
| Frank. Day | 30k | $1.3M | -3% | Mar 2021 | ||
| Fort Henry Capital | 30k | $1.3M | -2% | Mar 2021 | ||
| CLS Investments | 29k | $1.3M | 19% | Mar 2021 | ||
| Harwood Advisory | 29k | $1.3M | -19% | Dec 2020 | ||
| Barclays | 28k | $1.2M | 100% | Mar 2021 | ||
| Kuehl Shepherd Kozlowski & Associates | 28k | $1.2M | 1% | Mar 2021 | ||
| Citigroup | 28k | $1.2M | -10% | Mar 2021 | ||
| Multi-Financial Securities | 28k | $1.2M | 96% | Mar 2021 | ||
| RDA Financial Network | 26k | $1.1M | 1% | Mar 2021 | ||
| Comprehensive Portfolio Management | 26k | $1.1M | 10% | Mar 2021 | ||
| Steward Partners Investment Advisory | 25k | $1.1M | 100% | Mar 2021 | ||
| Private Advisor | 24k | $1.0M | 23% | Mar 2021 | ||
| Marino, Stram & Associates | 22k | $962k | 0% | Mar 2021 | ||
| Steel Peak Wealth Management | 20k | $883k | -6% | Mar 2021 | ||
| Compass Ion Advisors | 20k | $876k | -8% | Mar 2021 | ||
| Mid Atlantic Financial Management | 20k | $873k | 4% | Mar 2021 | ||
| Sugarloaf Wealth Management | 20k | $35k | 2360% | Mar 2021 | ||
| Redhawk Wealth Advisors | 20k | $852k | 13% | Mar 2021 | ||
| Nicolet Advisory Services | 18k | $790k | -9% | Mar 2021 | ||
| Legacy Financial Group | 18k | $780k | 1% | Mar 2021 | ||
| Integrated Wealth Concepts | 18k | $780k | 283% | Mar 2021 | ||
| Northwest Wealth Management | 18k | $776k | 2% | Mar 2021 | ||
| Strategic Wealth Partners | 18k | $771k | 100% | Mar 2021 | ||
| Spire Wealth Management | 17k | $750k | 100% | Mar 2021 | ||
| Visionary Wealth Advisors | 17k | $741k | 6% | Mar 2021 | ||
| Compass Advisory Group | 17k | $718k | 100% | Mar 2021 | ||
| Roman Butler Fullerton & Co | 16k | $729k | -29% | Mar 2021 | ||
| Mutual Advisors | 16k | $701k | 23% | Mar 2021 | ||
| Susquehanna International | 16k | $685k | -56% | Mar 2021 | ||
| Deutsche Bank Aktiengesellschaft | 16k | $682k | 0% | Mar 2021 | ||
| Stratos Wealth Partners | 15k | $658k | 0% | Mar 2021 | ||
| HighTower Advisors | 15k | $652k | 123% | Mar 2021 | ||
| CX Institutional | 15k | $647k | 1% | Mar 2021 | ||
| SRS Capital Advisors | 15k | $632k | 3% | Dec 2020 | ||
| Efficient Advisors | 15k | $631k | -20% | Mar 2021 | ||
| Davenport & Co | 14k | $614k | 2% | Mar 2021 | ||
| Qube Research & Technologies | 14k | $598k | -93% | Mar 2021 | ||
| Cetera Investment Advisers | 14k | $597k | 18% | Mar 2021 | ||
| Archford Capital Strategies | 14k | $599k | 4% | Mar 2021 | ||
| Beacon Investment Advisory Services | 13k | $575k | 1% | Mar 2021 | ||
| Sigma Planning | 12k | $536k | 1% | Mar 2021 | ||
| Fullen Financial Group | 12k | $529k | -1% | Mar 2021 | ||
| Means Investment | 12k | $525k | -1% | Mar 2021 | ||
| Syverson Strege & Co | 12k | $516k | 18% | Mar 2021 | ||
| J.w. Cole Advisors | 12k | $512k | 120% | Mar 2021 | ||
| Garrett Wealth Advisory Group | 12k | $505k | 0% | Mar 2021 | ||
| Capital Investment Advisory Services | 12k | $504k | 0% | Mar 2021 | ||
| Stifel Financial | 11k | $496k | 1% | Mar 2021 | ||
| Wealth Advisory Solutions | 11k | $0 | -10% | Mar 2021 | ||
| Financial Management Network | 11k | $473k | 18% | Mar 2021 | ||
| Sargent Bickham Lagudis | 11k | $459k | 0% | Mar 2021 | ||
| Centaurus Financial | 10k | $455k | 183% | Mar 2021 | ||
| Mml Investors Services | 10k | $436k | -7% | Mar 2021 | ||
| Lokken Investment Group | 9.7k | $421k | -7% | Mar 2021 | ||
| Bay Harbor Wealth Management | 9.6k | $420k | -1% | Mar 2021 | ||
| AdvisorNet Financial | 9.5k | $415k | 0% | Mar 2021 | ||
| McKinley Carter Wealth Services | 9.0k | $392k | 92% | Mar 2021 | ||
| Acorn Wealth Advisors | 8.9k | $389k | 49% | Mar 2021 | ||
| Feltz Wealth PLAN | 8.9k | $394k | -21% | Mar 2021 | ||
| Occidental Asset Management | 8.8k | $384k | -3% | Mar 2021 | ||
| HBW Advisory Services | 8.8k | $382k | 100% | Mar 2021 | ||
| Wealthquest | 8.6k | $372k | 26% | Mar 2021 | ||
| Godshalk Welsh Capital Management | 8.5k | $370k | 1% | Mar 2021 | ||
| Financial Strategies Group | 8.2k | $358k | 3% | Mar 2021 | ||
| Main Street Financial Solutions | 8.2k | $355k | -5% | Mar 2021 | ||
| IFP Advisors | 8.1k | $354k | 23% | Mar 2021 | ||
| Captrust Financial Advisors | 8.0k | $350k | -35% | Mar 2021 | ||
| CFO4Life | 7.9k | $346k | 0% | Mar 2021 | ||
| Branch Banking & Trust Company | 7.9k | $343k | -96% | Mar 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 7.8k | $340k | 0% | Mar 2021 | ||
| NorthRock Partners | 7.8k | $338k | -29% | Mar 2021 | ||
| Thrivent Financial for Lutherans | 7.7k | $336k | 0% | Mar 2021 | ||
| Anchor Capital Advisors | 7.6k | $332k | 0% | Mar 2021 | ||
| Ausdal Financial Partners | 7.6k | $331k | 21% | Mar 2021 | ||
| Midwest Professional Planners | 7.4k | $271k | 9% | Mar 2021 | ||
| Lebenthal Global Advisors | 7.3k | $317k | 10% | Mar 2021 | ||
| Wealthcare Advisory Partners | 7.0k | $305k | 100% | Mar 2021 | ||
| Carolinas Wealth Consulting | 7.0k | $304k | -2% | Mar 2021 | ||
| Founders Financial Alliance | 6.8k | $301k | 1% | Mar 2021 | ||
| Polaris Wealth Advisers | 6.8k | $300k | 0% | Mar 2021 | ||
| Robertson Stephens Wealth Management | 6.8k | $293k | -73% | Mar 2021 | ||
| SOA Wealth Advisors | 6.7k | $292k | -6% | Mar 2021 | ||
| Ahrens Investment Partners | 6.7k | $292k | 5% | Mar 2021 | ||
| Bluesphere Advisors | 6.6k | $287k | -3% | Mar 2021 | ||
| O'Dell Group | 6.5k | $285k | -5% | Mar 2021 | ||
| Actinver Wealth Management | 6.3k | $270k | 0% | Dec 2020 | ||
| Cedar Brook Financial Partners | 6.2k | $272k | 19% | Mar 2021 | ||
| Vigilare Wealth Management | 6.2k | $271k | 5% | Mar 2021 | ||
| Adams Wealth Management | 6.1k | $264k | -2% | Mar 2021 | ||
| Greatmark Investment Partners | 6.0k | $261k | 0% | Mar 2021 | ||
| Belpointe Asset Management | 5.8k | $254k | 22% | Mar 2021 | ||
| Kingsview Wealth Management | 5.6k | $243k | -32% | Mar 2021 | ||
| TPG Financial Advisors | 5.5k | $240k | -14% | Mar 2021 | ||
| Charles Schwab Investment Advisory | 5.5k | $238k | 100% | Mar 2021 | ||
| Mackey Komara & Dankovich | 5.4k | $236k | -6% | Mar 2021 | ||
| DAL Investment Company | 5.3k | $231k | -51% | Mar 2021 | ||
| Summit Financial Wealth Advisors | 5.2k | $226k | 0% | Mar 2021 | ||
| Nations Financial Group | 5.1k | $221k | 100% | Mar 2021 | ||
| Cahaba Wealth Management | 4.9k | $211k | 100% | Mar 2021 | ||
| Foundations Investment Advisors | 4.8k | $211k | 100% | Mar 2021 | ||
| Koss-Olinger Consulting | 4.7k | $203k | 100% | Mar 2021 | ||
| Hanson McClain Advisors | 1.8k | $79k | -61% | Mar 2021 | ||
| IronBridge Private Wealth | 24.00 | $1.0k | -100% | Mar 2021 | ||
Who sold out of iShares S&P Moderate Allocation Fund ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sawtooth Asset Management | Dec 2020 | 917k | $40M |
| Morgan Stanley | Dec 2020 | 255k | $11M |
| FormulaFolio Investments | Dec 2020 | 113k | $4.9M |
| Arq Wealth Advisors | Dec 2020 | 108k | $4.7M |
| Renaissance Technologies | Dec 2020 | 43k | $1.8M |
| Texas Capital Bank Wealth Management Services | Dec 2020 | 25k | $1.1M |
| Koshinski Asset Management | Dec 2020 | 17k | $745k |
| 55i | Dec 2020 | 17k | $732k |
| Janney Montgomery Scott | Dec 2020 | 13k | $550k |
| Corepath Wealth Partners | Dec 2020 | 12k | $536k |
| Clear Creek Financial Management | Dec 2020 | 9.4k | $406k |
| Flagship Harbor Advisors | Dec 2020 | 7.2k | $311k |
| Peak Asset Management | Dec 2020 | 6.5k | $280k |
| Bard Financial Services | Dec 2020 | 6.2k | $268k |
| F3Logic | Dec 2020 | 6.2k | $266k |
| Cascadia Advisory Services | Sep 2020 | 5.8k | $239k |
| Synergy Financial Management | Dec 2020 | 5.8k | $251k |
| Advisory Services Network | Dec 2020 | 5.3k | $229k |
| PFG Advisors | Dec 2020 | 5.1k | $222k |