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
BlackRock 2.2M $103M 4% Jun 2021
Tiedemann Wealth Management 1.6M $72M 10% Jun 2021
LPL Financial 819k $37M 10% Jun 2021
Advisor Group Holdings 373k $17M 6% Jun 2021
Trilogy Capital 335k $15M -11% Jun 2021
Bank of America Corporation 334k $15M 6% Jun 2021
Royal Bank of Canada 331k $15M 10% Jun 2021
Morgan Stanley 281k $13M 100% Jun 2021
Wells Fargo & Company 257k $12M 0% Jun 2021
Summit Wealth & Retirement Planning 208k $9.4M 1% Jun 2021
AE Wealth Management 202k $9.1M -82% Jun 2021

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Cambridge Investment Research Advisors 202k $9.1M 15% Jun 2021
Aspiriant 183k $8.2M 0% Jun 2021
Weaver Consulting Group 182k $8.2M 0% Jun 2021
Reston Wealth Management 144k $6.5M 20% Jun 2021
Brookstone Capital Management 135k $6.1M 1% Jun 2021
Arq Wealth Advisors 129k $5.8M 8% Jun 2021
Ameriprise Financial 125k $5.6M 6% Jun 2021
Geneos Wealth Management 112k $5.1M -5% Jun 2021
Patton Albertson & Miller 112k $5.0M -1% Jun 2021
Commonwealth Equity Services 109k $4.9M 0% Jun 2021
Beacon Financial Advisory 108k $4.8M -5% Jun 2021
Thrive Capital Management 100k $4.5M 47% Jun 2021
Financial Network Investment Corporation 99k $4.5M 0% Jun 2021
Qube Research & Technologies 97k $4.4M 608% Jun 2021
Financial Advocates Investment Management 94k $4.2M 35% Jun 2021
Beacon Pointe Advisors 93k $4.2M 5% Jun 2021
Barclays 89k $4.0M 215% Jun 2021
Envestnet Asset Management 88k $3.9M -13% Sep 2021
Fure Financial Corp 71k $3.2M -3% Jun 2021
Raymond James Financial Services Advisors 70k $3.1M -2% Jun 2021
Old Mission Capital 58k $2.6M -36% Jun 2021
UBS Group 55k $2.5M 13% Jun 2021
Weitzel Financial Services 55k $2.4M -97% Sep 2021
Dynamic Advisors Solutions 52k $2.3M 5% Jun 2021
Madrona Financial Services 51k $2.3M 4% Jun 2021
Royal Fund Management 50k $2.2M 16% Jun 2021
Aveo Capital Partners 47k $2.1M 12% Jun 2021
Kestra Advisory Services 47k $2.1M 2% Jun 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 46k $2.1M -1% Jun 2021
Warren Averett Asset Management 43k $2.0M 3% Jun 2021
Kovack Advisors 41k $1.8M 1% Jun 2021
Liberty Wealth Management 39k $873k 5883% Jun 2021
Mercer Global Advisors 36k $1.6M 16% Jun 2021
Strategic Financial 35k $1.6M -3% Jun 2021
Harbour Investments 32k $1.4M 0% Jun 2021
Mutual Advisors 31k $1.4M 91% Jun 2021
Frank. Day 30k $1.4M 2% Jun 2021
Northstar 30k $1.4M 0% Jun 2021
Fort Henry Capital 30k $1.3M -1% Jun 2021
Raymond James & Associates 29k $1.3M -14% Jun 2021
Multi-Financial Securities 28k $1.3M 0% Jun 2021
Kuehl Shepherd Kozlowski & Associates 27k $1.2M -3% Jun 2021
United Capital Financial Advisers 27k $1.2M -29% Jun 2021
RDA Financial Network 27k $1.2M 3% Jun 2021
GW & Wade 26k $1.2M -20% Jun 2021
Comprehensive Portfolio Management 26k $1.2M -1% Jun 2021
Spire Wealth Management 22k $1.0M 17% Sep 2021
Citadel Advisors 22k $997k -41% Jun 2021
Nicolet Advisory Services 22k $989k 21% Jun 2021
Redhawk Wealth Advisors 20k $904k 3% Jun 2021
Mid Atlantic Financial Management 20k $892k -1% Jun 2021
Private Advisor 20k $882k -17% Jun 2021
Steel Peak Wealth Management 19k $871k -5% Jun 2021
Legacy Financial Group 19k $862k -1% Sep 2021
Integrated Wealth Concepts 19k $848k 5% Jun 2021
Snider Financial Group 18k $807k 100% Jun 2021
Northwest Wealth Management 18k $791k -1% Jun 2021
Harwood Advisory 17k $770k -15% Jun 2021
J.w. Cole Advisors 17k $756k 43% Jun 2021
IFP Advisors 17k $752k 105% Jun 2021
Stratos Wealth Partners 16k $707k 4% Jun 2021
Deutsche Bank Aktiengesellschaft 16k $705k 0% Jun 2021
Compass Ion Advisors 15k $684k -24% Jun 2021
Beacon Investment Advisory Services 14k $646k 9% Jun 2021
Davenport & Co 14k $636k 0% Jun 2021
CX Institutional 14k $632k -6% Jun 2021
Cetera Investment Advisers 14k $627k 2% Jun 2021
Archford Capital Strategies 14k $621k 2% Jun 2021
Stifel Financial 13k $585k 14% Jun 2021
Susquehanna International 13k $572k -19% Jun 2021
Roman Butler Fullerton & Co 13k $567k -23% Jun 2021
Sigma Planning 12k $540k -3% Jun 2021
Fullen Financial Group 12k $527k -4% Jun 2021
Garrett Wealth Advisory Group 12k $523k 0% Jun 2021
Ausdal Financial Partners 12k $522k 53% Jun 2021
Capital Investment Advisory Services 11k $505k -3% Jun 2021
Syverson Strege & Co 11k $494k -8% Jun 2021
Wealth Advisory Solutions 11k $494k 0% Jun 2021
Visionary Wealth Advisors 11k $493k -36% Jun 2021
SRS Capital Advisors 11k $492k 100% Jun 2021
Sargent Bickham Lagudis 11k $474k 0% Jun 2021
Financial Management Network 11k $474k -1% Jun 2021
Mml Investors Services 11k $471k 5% Jun 2021
Efficient Advisors 10k $459k -15% Sep 2021
Lokken Investment Group 9.7k $436k 0% Jun 2021
Means Investment 9.6k $434k -20% Jun 2021
AdvisorNet Financial 9.6k $433k 1% Jun 2021
Occidental Asset Management 9.3k $417k 5% Jun 2021
McKinley Carter Wealth Services 9.2k $413k 2% Jun 2021
Feltz Wealth PLAN 9.1k $412k 2% Jun 2021
HBW Advisory Services 9.0k $403k 0% Sep 2021
Compass Advisory Group 8.9k $402k -46% Jun 2021
Acorn Wealth Advisors 8.8k $398k -1% Jun 2021
Bay Harbor Wealth Management 8.7k $390k -10% Jun 2021
First Heartland Consultants 8.6k $389k 100% Jun 2021
Godshalk Welsh Capital Management 8.6k $389k 1% Jun 2021
Branch Banking & Trust Company 8.3k $376k 6% Jun 2021
Wealthquest 8.2k $370k -4% Jun 2021
Thrivent Financial for Lutherans 8.2k $371k 7% Jun 2021
Main Street Financial Solutions 8.2k $371k 1% Jun 2021
Vigilare Wealth Management 8.2k $368k 32% Jun 2021
Bank Of Montreal 8.1k $366k 513% Jun 2021
Captrust Financial Advisors 8.0k $361k 0% Jun 2021
CFO4Life 7.9k $357k 0% Jun 2021
Financial Strategies Group 7.9k $355k -4% Jun 2021
Sovereign Financial Group 7.8k $341k 0% Jun 2021
Nelson, Van Denburg & Campbell Wealth Management 7.8k $352k 0% Jun 2021
NorthRock Partners 7.8k $350k 0% Jun 2021
Advisor Resource Council 7.7k $348k 100% Jun 2021
Anchor Capital Advisors 7.6k $343k 0% Jun 2021
CLS Investments 7.5k $338k -74% Jun 2021
Founders Financial Alliance 7.2k $335k 5% Jun 2021
Lebenthal Global Advisors 7.1k $319k -3% Jun 2021
Carolinas Wealth Consulting 7.0k $316k 0% Jun 2021
Lloyd Advisory Services 6.8k $303k 925% Sep 2021
Robertson Stephens Wealth Management 6.8k $304k 0% Jun 2021
Ahrens Investment Partners 6.6k $296k -2% Jun 2021
Bluesphere Advisors 6.6k $295k 0% Jun 2021
O'Dell Group 6.6k $295k 0% Jun 2021
Hollencrest Securities 6.5k $294k 100% Jun 2021
Adams Wealth Management 6.5k $294k 8% Jun 2021
SOA Wealth Advisors 6.5k $292k -4% Jun 2021
SimpliFi 6.4k $290k 100% Jun 2021
Polaris Wealth Advisers 6.3k $284k -7% Jun 2021
Cedar Brook Financial Partners 6.3k $282k 0% Jun 2021
Clear Creek Financial Management 6.1k $275k 100% Jun 2021
TPG Financial Advisors 6.1k $271k 17% Sep 2021
Kingsview Wealth Management 6.0k $273k 9% Jun 2021
Greatmark Investment Partners 6.0k $270k 0% Jun 2021
Two Sigma Securities 5.8k $260k 100% Jun 2021
Belpointe Asset Management 5.6k $253k -3% Jun 2021
Midwest Professional Planners 5.4k $245k -26% Jun 2021
Mackey Komara & Dankovich 5.4k $242k 8% Sep 2021
Wealthcare Advisory Partners 5.2k $232k -26% Jun 2021
Nations Financial Group 5.1k $229k 0% Jun 2021
H D Vest Advisory Services 5.0k $227k 100% Jun 2021
Clearview Wealth Advisors 4.9k $219k 39% Jun 2021
Foundations Investment Advisors 4.8k $217k 0% Jun 2021
Centaurus Financial 4.7k $213k -55% Jun 2021
Summit Financial Wealth Advisors 4.5k $202k -14% Jun 2021
Cahaba Wealth Management 4.5k $202k -8% Jun 2021
Ameritas Investment Corp 1.3k $5.8M -96% Jun 2021
Sugarloaf Wealth Management 800.00 $36k -96% Jun 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2021 48k $2.1M
Parametric Portfolio Associates Mar 2021 42k $1.8M
Steward Partners Investment Advisory Mar 2021 25k $1.1M
Marino, Stram & Associates Mar 2021 22k $962k
HighTower Advisors Mar 2021 15k $652k
Charles Schwab Investment Advisory Mar 2021 5.5k $238k
DAL Investment Company Mar 2021 5.3k $231k