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 | 3.1M | $153M | 1% | Jun 2026 |
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| LPL Financial | 1.2M | $60M | -4% | Jun 2026 |
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| Morgan Stanley | 715k | $34M | -17% | Mar 2026 |
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| Foundations Investment Advisors | 577k | $29M | 3% | Jun 2026 |
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| Royal Bank of Canada | 340k | $17M | 1% | Jun 2026 |
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| Weitzel Financial Services | 316k | $16M | 1% | Jun 2026 |
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| Wells Fargo & Company | 305k | $15M | 4% | Jun 2026 |
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| AJ Advisors | 283k | $14M | 3% | Jun 2026 |
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| Bank of America Corporation | 273k | $14M | -5% | Jun 2026 |
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| Ameriprise Financial | 259k | $13M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 234k | $12M | 8% | Jun 2026 |
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| Wedbush Morgan Securities | 194k | $9.7M | 1941% | Jun 2026 |
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| Weaver Consulting Group | 178k | $8.9M | 1% | Jun 2026 |
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| Investment Advisory Group | 162k | $8.1M | 8% | Jun 2026 |
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| Advisor Group Holdings | 155k | $7.7M | 2% | Jun 2026 |
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| Commonwealth Equity Services | 147k | $7.3M | -6% | Jun 2026 |
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| Lodestar Private Asset Management | 145k | $7.2M | -3% | Jun 2026 |
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| Ameritas Advisory Services | 137k | $6.8M | 81% | Jun 2026 |
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| Cambridge Investment Research Advisors | 120k | $6.0M | -4% | Jun 2026 |
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| Western Wealth Management | 118k | $5.9M | 24% | Jun 2026 |
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| Royal Fund Management | 114k | $5.7M | 3% | Jun 2026 |
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| Raymond James Financial | 111k | $5.5M | 8% | Jun 2026 |
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| Focus Financial Network | 110k | $5.5M | -5% | Jun 2026 |
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| Branch Banking & Trust Company | 90k | $4.5M | 1% | Jun 2026 |
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| Warren Averett Asset Management | 84k | $4.2M | -1% | Jun 2026 |
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| Ellenbecker Investment Group | 83k | $4.2M | 3% | Jun 2026 |
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| Hershey Financial Advisers | 82k | $4.1M | 3% | Jun 2026 |
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| Taylor Financial Group | 81k | $4.0M | 5% | Jun 2026 |
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| Onyx Bridge Wealth Group | 79k | $4.0M | 2% | Jun 2026 |
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| Colony | 77k | $3.8M | 0% | Jun 2026 |
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| Envestnet Asset Management | 75k | $3.8M | -7% | Jun 2026 |
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| Brookstone Capital Management | 73k | $3.6M | 0% | Jun 2026 |
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| Consilium Wealth Advisory | 72k | $3.6M | -6% | Jun 2026 |
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| Jpmorgan Chase & Co | 72k | $3.6M | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 68k | $3.4M | 100% | Jun 2026 |
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| Mutual Advisors | 66k | $3.3M | 0% | Jun 2026 |
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| Kestra Advisory Services | 65k | $3.3M | 7% | Jun 2026 |
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| Basso Capital Management | 63k | $3.1M | 100% | Jun 2026 |
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| Jim Saulnier & Associates | 62k | $3.1M | 9% | Jun 2026 |
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| AE Wealth Management | 62k | $3.1M | 393% | Jun 2026 |
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| VVR Holdings | 58k | $2.9M | -5% | Jun 2026 |
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| American Trust | 57k | $2.9M | 143% | Jun 2026 |
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| Cogent Private Wealth | 53k | $2.7M | 100% | Jun 2026 |
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| Private Advisor | 50k | $2.5M | -14% | Jun 2026 |
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| Aspiriant | 50k | $2.5M | 0% | Jun 2026 |
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| TRUE Private Wealth Advisors | 50k | $2.5M | 0% | Jun 2026 |
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| Gts Securities | 48k | $2.4M | -66% | Jun 2026 |
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| Enclave Advisors | 45k | $2.2M | -3% | Jun 2026 |
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| Beacon Financial Advisory | 45k | $2.2M | 1% | Jun 2026 |
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| Manske Wealth Management | 42k | $2.1M | 0% | Jun 2026 |
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| Seeds Investor | 42k | $2.1M | -41% | Jun 2026 |
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| Denver Wealth Management | 41k | $2.1M | 14% | Jun 2026 |
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| High Net Worth Advisory Group | 37k | $1.9M | 18% | Jun 2026 |
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| Stifel Financial | 36k | $1.8M | -4% | Jun 2026 |
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| National Bank Of Canada /fi/ | 36k | $1.8M | 5% | Jun 2026 |
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| LifePlan Financial | 35k | $1.7M | -6% | Jun 2026 |
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| Jones Financial Companies, L.L | 35k | $1.7M | 16% | Jun 2026 |
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| Milestone Asset Management | 32k | $1.6M | 1% | Jun 2026 |
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| Harbour Investments | 31k | $1.6M | 4% | Jun 2026 |
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| Legacy Wealth Partners | 31k | $1.5M | 0% | Jun 2026 |
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| UBS Group | 30k | $1.5M | -10% | Jun 2026 |
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| Patton Albertson & Miller | 30k | $1.5M | -2% | Jun 2026 |
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| Goss Wealth Management | 30k | $1.5M | 22% | Jun 2026 |
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| Integrated Wealth Concepts | 29k | $1.5M | 23% | Jun 2026 |
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| Insigneo Advisory Services | 28k | $1.4M | 0% | Jun 2026 |
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| Godshalk Welsh Capital Management | 27k | $1.4M | 0% | Jun 2026 |
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| R2 Capital Strategies | 27k | $1.3M | 100% | Jun 2026 |
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| TCG Advisory Services | 27k | $1.3M | -25% | Jun 2026 |
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| Prosperity Consulting Group | 26k | $1.3M | -9% | Jun 2026 |
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| BlueStem Wealth Partners | 26k | $1.3M | -2% | Jun 2026 |
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| RDA Financial Network | 24k | $1.2M | 0% | Jun 2026 |
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| Independent Financial Group | 24k | $1.2M | -2% | Jun 2026 |
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| Arq Wealth Advisors | 24k | $1.2M | 100% | Jun 2026 |
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| Hanover Advisors | 24k | $1.2M | -28% | Jun 2026 |
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| Sovereign Financial Group | 23k | $1.2M | 6% | Jun 2026 |
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| MCF Advisors | 23k | $1.2M | 100% | Jun 2026 |
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| J.w. Cole Advisors | 23k | $1.1M | 100% | Jun 2026 |
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| Fort Henry Capital | 23k | $1.1M | 0% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 22k | $1.1M | 3% | Jun 2026 |
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| Sentinus | 22k | $1.1M | -8% | Jun 2026 |
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| One Capital Management | 22k | $1.0M | 0% | Jun 2026 |
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| Global Financial Private Client | 21k | $1.1M | 0% | Jun 2026 |
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| Strategic Blueprint | 21k | $1.1M | 10% | Jun 2026 |
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| William Blair $ Company | 21k | $1.0M | 0% | Jun 2026 |
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| Eight 31 Financial | 21k | $1.0M | 0% | Jun 2026 |
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| Redhawk Wealth Advisors | 21k | $1.0M | 35% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 21k | $1.0M | 21% | Jun 2026 |
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| Pensionmark Financial Group | 20k | $935k | 0% | Jun 2026 |
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| Mml Investors Services | 20k | $978k | 29% | Jun 2026 |
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| Garrett Investment Advisors | 19k | $958k | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 19k | $950k | -33% | Jun 2026 |
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| Beacon Investment Advisory Services | 19k | $950k | 0% | Jun 2026 |
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| Thrive Capital Management | 19k | $939k | -7% | Jun 2026 |
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| Comprehensive Portfolio Management | 18k | $914k | -5% | Jun 2026 |
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| HighTower Advisors | 18k | $889k | -2% | Jun 2026 |
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| HPM Partners | 18k | $882k | 44% | Jun 2026 |
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| Legacy Financial Group | 18k | $873k | 4% | Jun 2026 |
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| Marino, Stram & Associates | 18k | $871k | -1% | Jun 2026 |
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| Axxcess Wealth Management | 17k | $848k | -11% | Jun 2026 |
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| Waterloo Capital | 17k | $840k | 14% | Jun 2026 |
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| Gilpin Wealth Management | 17k | $829k | 18% | Jun 2026 |
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| Gallacher Capital Management | 16k | $794k | -37% | Jun 2026 |
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| Mesirow Financial Investment Management International Equity | 15k | $763k | 1% | Jun 2026 |
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| AlTi Global | 15k | $749k | 0% | Jun 2026 |
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| Northstar | 15k | $738k | -3% | Jun 2026 |
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| Unique Wealth | 15k | $735k | 40% | Jun 2026 |
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| L.K. Benson & Company, P.C. | 14k | $715k | 38% | Jun 2026 |
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| Advisory Services Network | 14k | $710k | 6% | Jun 2026 |
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| FMR | 14k | $697k | 197% | Jun 2026 |
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| Potentia Wealth | 14k | $694k | 0% | Jun 2026 |
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| MAI Wealth Advisors | 14k | $683k | -2% | Jun 2026 |
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| Steel Peak Wealth Management | 13k | $666k | 3% | Jun 2026 |
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| Concurrent Investment Advisors | 13k | $656k | -10% | Jun 2026 |
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| Visionary Wealth Advisors | 13k | $643k | 1% | Jun 2026 |
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| Money Concepts Capital Corp | 13k | $638k | -21% | Jun 2026 |
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| Wealth Forward | 12k | $615k | 0% | Jun 2026 |
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| Armstrong, Fleming & Moore | 12k | $605k | 1% | Jun 2026 |
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| Captrust Financial Advisors | 12k | $597k | 48% | Jun 2026 |
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| Steward Partners Investment Advisory | 12k | $597k | -15% | Jun 2026 |
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| Summit Wealth Partners | 12k | $595k | -1% | Jun 2026 |
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| Central Trust & Investment | 12k | $586k | -18% | Jun 2026 |
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| Sigma Planning | 12k | $582k | 0% | Jun 2026 |
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| Ausdal Financial Partners | 12k | $578k | 10% | Jun 2026 |
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| MPS Loria Financial Planners | 12k | $575k | 8% | Jun 2026 |
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| Ascent Group | 11k | $563k | 11% | Jun 2026 |
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| Stratos Wealth Partners | 11k | $557k | -1% | Jun 2026 |
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| Resources Investment Advisors | 11k | $552k | 4% | Jun 2026 |
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| Laurel Oak Wealth Management | 11k | $545k | -15% | Jun 2026 |
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| Clear Creek Financial Management | 11k | $544k | 4% | Jun 2026 |
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| BridgePort Financial Solutions | 11k | $542k | -9% | Jun 2026 |
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| Investment Partners | 11k | $529k | 1% | Jun 2026 |
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| Integrity Financial Corp | 11k | $528k | -7% | Jun 2026 |
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| Bessemer | 11k | $525k | 100% | Jun 2026 |
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| Heirloom Wealth Management | 11k | $522k | 4% | Jun 2026 |
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| Equitable Holdings | 10k | $519k | -41% | Jun 2026 |
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| Centaurus Financial | 10k | $517k | 1% | Jun 2026 |
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| Bank Of Montreal | 10k | $483k | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 10k | $506k | 15% | Jun 2026 |
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| Moss Adams Wealth Advisors | 9.4k | $469k | 0% | Jun 2026 |
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| SimpliFi | 9.3k | $466k | 3% | Jun 2026 |
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| Mendel Capital Management | 9.3k | $463k | 0% | Jun 2026 |
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| First Heartland Consultants | 8.9k | $446k | 7% | Jun 2026 |
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| TrueNorth | 8.9k | $443k | 178% | Jun 2026 |
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| Cornerstone Planning Group | 8.8k | $430k | 32% | Jun 2026 |
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| Kastel Capital Advisors | 8.4k | $400k | 0% | Jun 2026 |
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| RTD Financial Advisors | 8.4k | $419k | 3% | Jun 2026 |
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| Bay Harbor Wealth Management | 8.2k | $407k | 0% | Jun 2026 |
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| Tempus Wealth Planning | 8.1k | $405k | -15% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 8.1k | $404k | 0% | Jun 2026 |
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| Ubs Global Asset Management Americas | 8.1k | $403k | 0% | Jun 2026 |
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| Vestmark Advisory Solutions | 8.1k | $403k | 0% | Jun 2026 |
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| Lido Advisors | 7.9k | $394k | -5% | Jun 2026 |
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| Capital Asset Managemnet | 7.8k | $387k | -14% | Jun 2026 |
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| Citadel Advisors | 7.1k | $355k | -52% | Jun 2026 |
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| Premier Private Wealth Management | 6.5k | $325k | -22% | Jun 2026 |
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| Gwn Securities | 6.3k | $313k | -32% | Jun 2026 |
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| Mosley Wealth Management | 5.2k | $261k | -51% | Jun 2026 |
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| Plan Group Financial | 4.5k | $225k | -46% | Jun 2026 |
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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 |
|---|---|---|---|
| Kavar Capital Partners Group | Mar 2026 | 260k | $12M |
| Kmg Fiduciary Partners | Mar 2026 | 23k | $1.1M |
| Retireful | Mar 2026 | 14k | $651k |
| Fort Point Capital Partners | Mar 2026 | 8.4k | $399k |