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 | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.7M | $119M | 1% | Dec 2024 |
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| Morgan Stanley | 1.1M | $48M | 210% | Dec 2024 |
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| Wells Fargo & Company | 969k | $42M | 318% | Dec 2024 |
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| LPL Financial | 950k | $41M | 1% | Dec 2024 |
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| Raymond James Financial | 735k | $32M | 100% | Dec 2024 |
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| Ameriprise Financial | 403k | $18M | 57% | Dec 2024 |
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| Foundations Investment Advisors | 357k | $16M | 17% | Dec 2024 |
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| Royal Bank of Canada | 318k | $13M | 10% | Dec 2024 |
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| Weitzel Financial Services | 274k | $12M | 2% | Dec 2024 |
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| TCG Advisory Services | 255k | $11M | 10% | Dec 2024 |
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| Bank of America Corporation | 188k | $8.2M | 1% | Dec 2024 |
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| Advisor Group Holdings | 188k | $8.5M | 12% | Dec 2024 |
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| American Trust | 166k | $7.2M | 100% | Dec 2024 |
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| Weaver Consulting Group | 160k | $7.0M | 1% | Dec 2024 |
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| Commonwealth Equity Services | 146k | $6.3M | -2% | Dec 2024 |
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| Investment Advisory Group | 136k | $6.0M | 1% | Mar 2025 |
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| Cambridge Investment Research Advisors | 132k | $5.8M | -12% | Mar 2025 |
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| Focus Financial Network | 126k | $5.5M | -33% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 115k | $5.1M | -4% | Mar 2025 |
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| Eight 31 Financial | 115k | $5.0M | -1% | Dec 2024 |
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| Lodestar Private Asset Management | 111k | $4.9M | 17% | Mar 2025 |
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| Ameritas Advisory Services | 108k | $4.8M | -4% | Mar 2025 |
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| Royal Fund Management | 102k | $4.4M | 1% | Dec 2024 |
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| Branch Banking & Trust Company | 95k | $4.1M | -2% | Dec 2024 |
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| Cetera Investment Advisers | 94k | $4.1M | -1% | Dec 2024 |
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| Brookstone Capital Management | 93k | $4.0M | -14% | Dec 2024 |
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| Financial Advocates Investment Management | 87k | $3.8M | 5% | Mar 2025 |
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| Consilium Wealth Advisory | 84k | $3.7M | -14% | Mar 2025 |
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| Warren Averett Asset Management | 73k | $3.2M | 5% | Dec 2024 |
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| AlTi Global | 71k | $3.1M | -12% | Dec 2024 |
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| Mutual Advisors | 71k | $3.1M | -1% | Dec 2024 |
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| Onyx Bridge Wealth Group | 68k | $3.0M | 3% | Dec 2024 |
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| UBS Group | 60k | $2.6M | 1% | Dec 2024 |
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| TRUE Private Wealth Advisors | 58k | $2.5M | 37% | Dec 2024 |
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| Axxcess Wealth Management | 56k | $2.4M | 648% | Dec 2024 |
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| Taylor Financial Group | 55k | $2.4M | 6% | Dec 2024 |
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| Smith Anglin Financial | 52k | $2.3M | 2% | Mar 2025 |
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| Ellenbecker Investment Group | 49k | $2.2M | 0% | Mar 2025 |
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| Beacon Financial Advisory | 45k | $2.0M | 0% | Dec 2024 |
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| Patton Albertson & Miller | 43k | $1.9M | 2% | Dec 2024 |
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| Aveo Capital Partners | 43k | $1.8M | 3% | Dec 2024 |
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| Envestnet Asset Management | 42k | $1.8M | 1% | Dec 2024 |
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| Oppenheimer Asset Management | 41k | $1.8M | 87% | Mar 2025 |
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| Thrive Capital Management | 40k | $1.7M | -27% | Dec 2024 |
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| One Capital Management | 40k | $1.7M | 0% | Dec 2024 |
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| Kestra Advisory Services | 38k | $1.7M | 0% | Dec 2024 |
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| LifePlan Financial | 38k | $1.7M | -20% | Mar 2025 |
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| BlueStem Wealth Partners | 35k | $1.5M | 100% | Dec 2024 |
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| Milestone Asset Management | 34k | $1.5M | 70% | Mar 2025 |
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| Colony | 33k | $1.4M | 100% | Dec 2024 |
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| GeoWealth Management | 33k | $1.4M | 19% | Dec 2024 |
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| Stifel Financial | 31k | $1.4M | 215% | Dec 2024 |
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| Aspiriant | 30k | $1.3M | 0% | Mar 2025 |
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| Proequities | 30k | $1.3B | 7% | Dec 2024 |
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| Jim Saulnier & Associates | 29k | $1.3M | 0% | Mar 2025 |
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| Insigneo Advisory Services | 28k | $1.2M | -1% | Mar 2025 |
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| Harbour Investments | 27k | $1.2M | -4% | Dec 2024 |
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| RDA Financial Network | 26k | $1.1M | -2% | Mar 2025 |
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| Gallacher Capital Management | 25k | $1.1M | 23% | Dec 2024 |
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| Sigma Planning | 23k | $981k | 9% | Dec 2024 |
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| Fort Henry Capital | 22k | $965k | -8% | Mar 2025 |
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| Atria Wealth Solutions | 22k | $951k | 9% | Dec 2024 |
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| H D Vest Advisory Services | 22k | $937k | -1% | Dec 2024 |
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| Goss Wealth Management | 21k | $930k | -7% | Dec 2024 |
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| Comprehensive Portfolio Management | 21k | $916k | -1% | Dec 2024 |
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| Sovereign Financial Group | 20k | $884k | 0% | Mar 2025 |
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| Global Financial Private Client | 20k | $882k | 9% | Mar 2025 |
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| Prosperity Consulting Group | 20k | $863k | -2% | Dec 2024 |
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| Mml Investors Services | 20k | $855k | 3% | Dec 2024 |
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| AE Wealth Management | 20k | $854k | 28% | Dec 2024 |
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| Kmg Fiduciary Partners | 20k | $862k | 100% | Mar 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 20k | $861k | 4% | Mar 2025 |
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| HighTower Advisors | 19k | $807k | -8% | Dec 2024 |
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| Northstar | 18k | $808k | -5% | Mar 2025 |
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| Plan Group Financial | 18k | $790k | -34% | Dec 2024 |
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| Steward Partners Investment Advisory | 18k | $785k | 51% | Dec 2024 |
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| Jpmorgan Chase & Co | 18k | $783k | -46% | Dec 2024 |
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| Beacon Investment Advisory Services | 18k | $776k | 100% | Dec 2024 |
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| Godshalk Welsh Capital Management | 18k | $772k | 1% | Dec 2024 |
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| Summit Wealth Partners | 18k | $770k | -6% | Dec 2024 |
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| Marino, Stram & Associates | 18k | $770k | 0% | Mar 2025 |
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| Sentinus | 17k | $742k | -41% | Dec 2024 |
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| Steel Peak Wealth Management | 17k | $721k | -6% | Dec 2024 |
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| MAI Wealth Advisors | 16k | $704k | 100% | Dec 2024 |
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| Legacy Financial Group | 16k | $693k | 0% | Mar 2025 |
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| Unique Wealth | 16k | $684k | 75% | Mar 2025 |
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| Pensionmark Financial Group | 15k | $662k | 21% | Dec 2024 |
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| National Bank Of Canada /fi/ | 15k | $651k | 52% | Dec 2024 |
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| Mesirow Financial Investment Management International Equity | 14k | $618k | 2% | Dec 2024 |
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| Ausdal Financial Partners | 14k | $615k | -2% | Dec 2024 |
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| Clear Creek Financial Management | 14k | $607k | 4% | Mar 2025 |
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| Integrity Financial Corp | 14k | $585k | 0% | Dec 2024 |
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| Dentgroup | 13k | $584k | 0% | Mar 2025 |
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| Private Advisor | 13k | $561k | 39% | Dec 2024 |
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| Janney Montgomery Scott | 13k | $562k | -89% | Mar 2025 |
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| Advisory Services Network | 13k | $553k | 64% | Dec 2024 |
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| Centaurus Financial | 12k | $516k | -6% | Dec 2024 |
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| Heirloom Wealth Management | 12k | $515k | 49% | Dec 2024 |
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| RFG Advisory | 12k | $511k | 0% | Mar 2025 |
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| Mosley Wealth Management | 12k | $505k | -6% | Dec 2024 |
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| Fort Point Capital Partners | 11k | $493k | 100% | Dec 2024 |
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| Stratos Wealth Partners | 11k | $490k | 1% | Dec 2024 |
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| Mariner Wealth Advisors | 11k | $487k | 0% | Dec 2024 |
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| Mason & Associates | 11k | $490k | -6% | Mar 2025 |
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| Central Trust & Investment | 11k | $483k | 25% | Mar 2025 |
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| BridgePort Financial Solutions | 11k | $483k | 0% | Mar 2025 |
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| Susquehanna International | 11k | $468k | -70% | Dec 2024 |
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| Integrated Wealth Concepts | 11k | $467k | 10% | Dec 2024 |
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| Orion Portfolio Solutions | 11k | $462k | 100% | Dec 2024 |
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| Federation des caisses Desjardins du Quebec | 11k | $457k | 62% | Dec 2024 |
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| Captrust Financial Advisors | 10k | $448k | 82% | Dec 2024 |
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| Mendel Capital Management | 10k | $437k | 0% | Dec 2024 |
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| Merriman Wealth Management | 9.9k | $429k | -12% | Dec 2024 |
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| J.w. Cole Advisors | 9.6k | $419k | -26% | Dec 2024 |
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| Atria Investments | 9.5k | $413k | 96% | Dec 2024 |
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| Investment Partners | 9.5k | $413k | 2% | Dec 2024 |
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| United Capital Financial Advisers | 9.5k | $411k | 12% | Dec 2024 |
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| Gladstone Institutional Advisory | 9.4k | $410k | 100% | Dec 2024 |
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| Lido Advisors | 9.4k | $410k | 0% | Dec 2024 |
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| TrueNorth | 9.4k | $391k | 100% | Dec 2024 |
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| Moss Adams Wealth Advisors | 9.1k | $401k | 100% | Mar 2025 |
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| Tempus Wealth Planning | 9.0k | $393k | 1% | Dec 2024 |
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| Wealth Forward | 8.9k | $386k | -16% | Dec 2024 |
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| RTD Financial Advisors | 8.8k | $385k | 0% | Mar 2025 |
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| First Heartland Consultants | 8.6k | $375k | -2% | Dec 2024 |
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| IHT Wealth Management | 8.6k | $375k | -43% | Dec 2024 |
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| Gwn Securities | 8.5k | $371k | 100% | Dec 2024 |
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| Atlas Private Wealth Advisors | 8.4k | $368k | -4% | Mar 2025 |
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| Nicolet Advisory Services | 8.4k | $360k | -3% | Dec 2024 |
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| SimpliFi | 8.3k | $362k | -8% | Dec 2024 |
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| Jones Financial Companies, L.L | 8.3k | $361k | 10% | Dec 2024 |
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| Renaissance Technologies | 8.3k | $361k | -63% | Dec 2024 |
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| Bay Harbor Wealth Management | 8.0k | $348k | 2% | Dec 2024 |
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| SRS Capital Advisors | 8.0k | $348k | 9% | Dec 2024 |
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| CFO4Life | 7.9k | $345k | 0% | Dec 2024 |
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| Visionary Wealth Advisors | 7.9k | $342k | 0% | Dec 2024 |
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| Archford Capital Strategies | 7.8k | $344k | -6% | Mar 2025 |
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| Gts Securities | 7.7k | $336k | -12% | Dec 2024 |
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| Austin Private Wealth | 7.5k | $326k | 0% | Dec 2024 |
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| Bright Futures Wealth Management | 7.5k | $329k | 4% | Dec 2024 |
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| Zacks Investment Management | 7.4k | $323k | 100% | Dec 2024 |
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| Leading Edge Financial Planning | 7.4k | $323k | 0% | Mar 2025 |
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| Bank Of Montreal | 7.2k | $313k | 9% | Dec 2024 |
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| Kingsview Wealth Management | 7.1k | $309k | -46% | Dec 2024 |
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| Townsquare Capital | 7.1k | $308k | 1% | Dec 2024 |
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| NorthRock Partners | 7.0k | $305k | 100% | Dec 2024 |
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| Syverson Strege & Co | 6.9k | $299k | -12% | Dec 2024 |
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| Worth Financial Advisory Group | 6.7k | $291k | 1% | Dec 2024 |
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| Archvest Wealth Advisors | 6.3k | $275k | 7% | Dec 2024 |
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| Financial Enhancement | 6.2k | $268k | -87% | Mar 2025 |
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| Estate Counselors | 6.2k | $267k | -8% | Dec 2024 |
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| Mackey Komara & Dankovich | 6.1k | $266k | -23% | Mar 2025 |
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| Creative Planning | 5.3k | $230k | -23% | Dec 2024 |
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| Buckingham Strategic Partners | 4.8k | $209k | -32% | Dec 2024 |
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| Capital Investment Advisory Services | 2.9k | $127k | -65% | Dec 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 |
|---|---|---|---|
| Retireful | Dec 2024 | 101k | $4.4M |
| Jane Street | Sep 2024 | 31k | $1.4M |
| First Financial Bank, N.A. - Trust Division | Dec 2024 | 25k | $1.1M |
| Flagship Harbor Advisors | Dec 2024 | 18k | $785k |
| Armstrong, Fleming & Moore | Dec 2024 | 14k | $607k |
| Congress Asset Management | Dec 2024 | 12k | $534k |
| Fund Evaluation Group | Sep 2024 | 12k | $526k |
| Goldman Sachs Group | Sep 2024 | 11k | $487k |
| Sanctuary Advisors | Sep 2024 | 11k | $475k |
| National Wealth Management Group | Sep 2024 | 10k | $464k |