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 | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.7M | $117M | 2% | Jun 2024 |
|
| LPL Financial | 901k | $39M | -3% | Jun 2024 |
|
| Morgan Stanley | 373k | $16M | 13% | Jun 2024 |
|
| Royal Bank of Canada | 298k | $13M | -4% | Jun 2024 |
|
| Foundations Investment Advisors | 273k | $12M | 100% | Jun 2024 |
|
| Weitzel Financial Services | 264k | $11M | 4% | Jun 2024 |
|
| Advisor Group Holdings | 262k | $11M | -9% | Mar 2024 |
|
| TCG Advisory Services | 222k | $9.6M | 4559% | Jun 2024 |
|
| Bank of America Corporation | 208k | $8.9M | 0% | Jun 2024 |
|
| Ameriprise Financial | 198k | $8.4M | 100% | Mar 2024 |
|
| Wells Fargo & Company | 171k | $7.4M | -25% | Jun 2024 |
|
| Commonwealth Equity Services | 163k | $7.0M | 21% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 160k | $6.9M | -3% | Jun 2024 |
|
| Weaver Consulting Group | 157k | $6.7M | 1% | Jun 2024 |
|
| Jane Street | 144k | $6.2M | 36% | Jun 2024 |
|
| Investment Advisory Group | 129k | $5.5M | 0% | Jun 2024 |
|
| AlTi Global | 115k | $5.0M | -11% | Jun 2024 |
|
| Eight 31 Financial | 114k | $4.9M | 614% | Jun 2024 |
|
| Brookstone Capital Management | 108k | $4.7M | -10% | Jun 2024 |
|
| Warren Averett Asset Management | 106k | $4.5M | 45% | Mar 2024 |
|
| Focus Financial Network | 101k | $4.4M | -34% | Jun 2024 |
|
| Branch Banking & Trust Company | 98k | $4.2M | -5% | Jun 2024 |
|
| Consilium Wealth Advisory | 97k | $4.2M | -1% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 92k | $4.0M | -2% | Jun 2024 |
|
| Royal Fund Management | 85k | $3.7M | 3% | Jun 2024 |
|
| UBS Group | 84k | $3.6M | -6% | Mar 2024 |
|
| Lodestar Private Asset Management | 84k | $3.6M | 5% | Jun 2024 |
|
| Cetera Investment Advisers | 82k | $3.5M | -2% | Jun 2024 |
|
| Mutual Advisors | 69k | $3.0M | -1% | Jun 2024 |
|
| Colony | 68k | $2.9M | 100% | Jun 2024 |
|
| Ameritas Advisory Services | 68k | $2.9M | -17% | Jun 2024 |
|
| Onyx Bridge Wealth Group | 66k | $2.8M | 9% | Jun 2024 |
|
| Financial Advocates Investment Management | 61k | $2.6M | 2% | Jun 2024 |
|
| Financial Enhancement | 60k | $2.6M | 146% | Jun 2024 |
|
| Thrive Capital Management | 60k | $2.6M | 100% | Jun 2024 |
|
| Smith Anglin Financial | 51k | $2.2M | 0% | Jun 2024 |
|
| Sentinus | 49k | $2.1M | 100% | Mar 2024 |
|
| Taylor Financial Group | 47k | $2.0M | 10% | Jun 2024 |
|
| Beacon Financial Advisory | 45k | $1.9M | -9% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 44k | $1.9M | -12% | Jun 2024 |
|
| Kestra Advisory Services | 43k | $1.7M | 11% | Jun 2024 |
|
| TRUE Private Wealth Advisors | 42k | $1.8M | 4% | Jun 2024 |
|
| Patton Albertson & Miller | 40k | $1.7M | 2% | Jun 2024 |
|
| One Capital Management | 39k | $1.7M | 0% | Jun 2024 |
|
| Aveo Capital Partners | 39k | $1.7M | -1% | Jun 2024 |
|
| Jpmorgan Chase & Co | 39k | $1.7M | 492% | Jun 2024 |
|
| LifePlan Financial | 38k | $1.6M | 17% | Jun 2024 |
|
| Ellenbecker Investment Group | 38k | $1.6M | 39% | Jun 2024 |
|
| Raymond James & Associates | 35k | $1.5M | 9% | Jun 2024 |
|
| Aspiriant | 31k | $1.3M | -46% | Jun 2024 |
|
| Harbour Investments | 30k | $1.3M | 0% | Jun 2024 |
|
| Plan Group Financial | 29k | $1.3M | 16% | Jun 2024 |
|
| RDA Financial Network | 28k | $1.2M | -1% | Jun 2024 |
|
| Insigneo Advisory Services | 27k | $1.2M | 100% | Jun 2024 |
|
| GeoWealth Management | 27k | $1.1M | 155% | Jun 2024 |
|
| Proequities | 26k | $1.1B | 45% | Jun 2024 |
|
| Envestnet Asset Management | 25k | $1.1M | 2% | Jun 2024 |
|
| Fort Henry Capital | 24k | $1.0M | -3% | Jun 2024 |
|
| Goss Wealth Management | 24k | $1.0M | 311% | Jun 2024 |
|
| HighTower Advisors | 24k | $1.0M | 65% | Jun 2024 |
|
| First Financial Bank, N.A. - Trust Division | 23k | $996k | -12% | Jun 2024 |
|
| Comprehensive Portfolio Management | 23k | $979k | -3% | Jun 2024 |
|
| H D Vest Advisory Services | 22k | $936k | -1% | Jun 2024 |
|
| Citadel Advisors | 21k | $884k | -7% | Jun 2024 |
|
| Sigma Planning | 20k | $862k | -22% | Jun 2024 |
|
| Milestone Asset Management | 20k | $853k | 9% | Jun 2024 |
|
| Northstar | 20k | $841k | 0% | Jun 2024 |
|
| Renaissance Technologies | 20k | $839k | -16% | Jun 2024 |
|
| Reston Wealth Management | 19k | $817k | -4% | Jun 2024 |
|
| Flagship Harbor Advisors | 19k | $811k | 15% | Mar 2024 |
|
| Mml Investors Services | 19k | $808k | 5% | Jun 2024 |
|
| Atria Wealth Solutions | 18k | $788k | 1% | Jun 2024 |
|
| Global Financial Private Client | 18k | $788k | 2% | Jun 2024 |
|
| Beacon Investment Advisory Services | 18k | $784k | -9% | Jun 2024 |
|
| Marino, Stram & Associates | 18k | $775k | 7% | Jun 2024 |
|
| Godshalk Welsh Capital Management | 18k | $766k | 1% | Mar 2024 |
|
| FinTrust Capital Advisors | 18k | $762k | -8% | Jun 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 18k | $762k | 600% | Jun 2024 |
|
| Sovereign Financial Group | 18k | $758k | 1% | Jun 2024 |
|
| Gallacher Capital Management | 17k | $749k | 38% | Jun 2024 |
|
| Steel Peak Wealth Management | 17k | $744k | 2% | Jun 2024 |
|
| AE Wealth Management | 17k | $740k | 4% | Jun 2024 |
|
| Prosperity Consulting Group | 16k | $703k | 58% | Jun 2024 |
|
| Clear Creek Financial Management | 15k | $655k | 6% | Jun 2024 |
|
| Legacy Financial Group | 15k | $640k | 7% | Jun 2024 |
|
| J.w. Cole Advisors | 15k | $627k | 4% | Jun 2024 |
|
| Ausdal Financial Partners | 15k | $626k | -3% | Jun 2024 |
|
| Integrity Financial Corp | 14k | $615k | -3% | Jun 2024 |
|
| Mariner Wealth Advisors | 14k | $604k | 0% | Jun 2024 |
|
| Armstrong, Fleming & Moore | 14k | $585k | 1% | Jun 2024 |
|
| Kingsview Wealth Management | 13k | $575k | -2% | Jun 2024 |
|
| Dentgroup | 13k | $573k | 0% | Jun 2024 |
|
| Mosley Wealth Management | 13k | $563k | 100% | Jun 2024 |
|
| Mercer Global Advisors | 13k | $563k | -9% | Jun 2024 |
|
| Centaurus Financial | 13k | $559k | 1% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 13k | $544k | 136% | Jun 2024 |
|
| RFG Advisory | 13k | $538k | 48% | Jun 2024 |
|
| Pensionmark Financial Group | 13k | $536k | 100% | Jun 2024 |
|
| RTD Financial Advisors | 12k | $509k | 0% | Jun 2024 |
|
| Silver Oak Securities | 12k | $497k | -5% | Jun 2024 |
|
| Janney Montgomery Scott | 11k | $491k | 100% | Jun 2024 |
|
| Wealth Forward | 11k | $490k | -5% | Jun 2024 |
|
| Stratos Wealth Partners | 11k | $489k | 2% | Jun 2024 |
|
| Merriman Wealth Management | 11k | $480k | -2% | Jun 2024 |
|
| Stifel Financial | 11k | $469k | -1% | Jun 2024 |
|
| Mason & Associates | 11k | $454k | 100% | Jun 2024 |
|
| Mendel Capital Management | 10k | $433k | 1% | Jun 2024 |
|
| Beacon Pointe Advisors | 10k | $430k | 0% | Jun 2024 |
|
| Us Bancorp | 9.8k | $419k | -9% | Jun 2024 |
|
| National Wealth Management Group | 9.7k | $417k | -33% | Jun 2024 |
|
| Integrated Wealth Concepts | 9.6k | $413k | -7% | Jun 2024 |
|
| Steward Partners Investment Advisory | 9.5k | $410k | 0% | Jun 2024 |
|
| Lido Advisors | 9.4k | $406k | 0% | Jun 2024 |
|
| Private Advisor | 9.4k | $406k | 0% | Jun 2024 |
|
| Investment Partners | 9.2k | $394k | 4% | Mar 2024 |
|
| IHT Wealth Management | 9.1k | $389k | -6% | Mar 2024 |
|
| Unique Wealth | 9.1k | $391k | 1% | Jun 2024 |
|
| SimpliFi | 9.0k | $387k | -23% | Jun 2024 |
|
| Visionary Wealth Advisors | 9.0k | $386k | 5% | Jun 2024 |
|
| First Heartland Consultants | 8.8k | $379k | 0% | Jun 2024 |
|
| American Trust | 8.8k | $376k | 6% | Mar 2024 |
|
| Central Trust & Investment | 8.8k | $377k | -7% | Jun 2024 |
|
| Archford Capital Strategies | 8.7k | $375k | -7% | Jun 2024 |
|
| United Capital Financial Advisers | 8.7k | $374k | 13% | Jun 2024 |
|
| Syntrinsic | 8.6k | $354k | -3% | Jun 2024 |
|
| Heirloom Wealth Management | 8.4k | $361k | -16% | Jun 2024 |
|
| Capital Investment Advisory Services | 8.3k | $358k | 0% | Jun 2024 |
|
| Nicolet Advisory Services | 8.3k | $352k | 100% | Mar 2024 |
|
| Tempus Wealth Planning | 8.3k | $355k | 100% | Jun 2024 |
|
| McKinley Carter Wealth Services | 8.2k | $353k | 0% | Jun 2024 |
|
| Townsquare Capital | 8.0k | $344k | 100% | Mar 2024 |
|
| CFO4Life | 7.9k | $341k | 0% | Jun 2024 |
|
| Bay Harbor Wealth Management | 7.9k | $338k | 0% | Jun 2024 |
|
| Advisory Services Network | 7.8k | $335k | 100% | Jun 2024 |
|
| Federation des caisses Desjardins du Quebec | 7.8k | $334k | 0% | Jun 2024 |
|
| Syverson Strege & Co | 7.6k | $329k | 0% | Jun 2024 |
|
| Austin Private Wealth | 7.5k | $323k | 100% | Jun 2024 |
|
| Axxcess Wealth Management | 7.5k | $321k | 0% | Jun 2024 |
|
| Leading Edge Financial Planning | 7.4k | $319k | 0% | Jun 2024 |
|
| Jones Financial Companies, L.L | 7.4k | $315k | 0% | Mar 2024 |
|
| SRS Capital Advisors | 7.3k | $314k | -7% | Jun 2024 |
|
| Estate Counselors | 7.0k | $302k | -2% | Jun 2024 |
|
| Bank Of Montreal | 6.7k | $288k | 28% | Mar 2024 |
|
| IFG Advisory | 6.3k | $273k | 100% | Jun 2024 |
|
| Archvest Wealth Advisors | 6.0k | $255k | -43% | Jun 2024 |
|
| Captrust Financial Advisors | 5.9k | $254k | 0% | Jun 2024 |
|
| Great Valley Advisor Group | 5.8k | $250k | 100% | Jun 2024 |
|
| Aprio Wealth Management | 5.7k | $244k | -4% | Jun 2024 |
|
| Compass Financial Group | 5.7k | $244k | -11% | Jun 2024 |
|
| Empirical Asset Management | 5.6k | $240k | 100% | Jun 2024 |
|
| Coastal Investment Advisors | 5.6k | $239k | -1% | Jun 2024 |
|
| Northwest Wealth Management | 5.1k | $218k | -11% | Jun 2024 |
|
| JFS Wealth Advisors | 4.9k | $210k | -14% | Jun 2024 |
|
| Adams Wealth Management | 4.7k | $204k | -26% | Jun 2024 |
|
| Advisory Alpha | 4.7k | $202k | -18% | Jun 2024 |
|
| Hanson McClain Advisors | 3.3k | $142k | -47% | Jun 2024 |
|
| Parallel Advisors | 2.4k | $102k | -68% | Jun 2024 |
|
| CWM | 1.9k | $81k | -93% | Jun 2024 |
|
Who sold out of iShares S&P Moderate Allocation Fund ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sontag Advisory | Mar 2024 | 127k | $5.4M |
| Orion Portfolio Solutions | Dec 2023 | 112k | $4.6M |
| Retireful | Mar 2024 | 77k | $3.3M |
| Susquehanna International | Mar 2024 | 46k | $2.0M |
| Goldman Sachs Group | Mar 2024 | 31k | $1.3M |
| RIA Advisory Group | Dec 2023 | 11k | $585k |
| Kuehl Shepherd Kozlowski & Associates | Mar 2024 | 11k | $461k |
| CJM Wealth Advisers | Mar 2024 | 6.2k | $266k |
| Kovack Advisors | Mar 2024 | 5.6k | $240k |