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 | 3.0M | $144M | 4% | Mar 2026 |
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| LPL Financial | 1.3M | $60M | -1% | Mar 2026 |
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| Morgan Stanley | 715k | $34M | -17% | Mar 2026 |
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| Foundations Investment Advisors | 560k | $27M | 5% | Mar 2026 |
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| Royal Bank of Canada | 337k | $14M | 100% | Mar 2026 |
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| Weitzel Financial Services | 313k | $15M | 4% | Mar 2026 |
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| Wells Fargo & Company | 293k | $14M | -46% | Mar 2026 |
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| Bank of America Corporation | 288k | $14M | 100% | Mar 2026 |
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| AJ Advisors | 283k | $14M | 3% | Jun 2026 |
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| Ameriprise Financial | 262k | $12M | -29% | Mar 2026 |
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| Kavar Capital Partners Group | 260k | $12M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 216k | $10M | -1% | Mar 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 | 151k | $7.2M | 6% | Mar 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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| Gts Securities | 141k | $6.7M | 585% | Mar 2026 |
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| Cambridge Investment Research Advisors | 120k | $6.0M | -4% | Jun 2026 |
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| Royal Fund Management | 111k | $5.2M | -3% | Mar 2026 |
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| Focus Financial Network | 110k | $5.5M | -5% | Jun 2026 |
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| Raymond James Financial | 102k | $4.8M | -77% | Mar 2026 |
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| Western Wealth Management | 95k | $4.5M | 2% | Mar 2026 |
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| Branch Banking & Trust Company | 90k | $4.5M | 1% | Jun 2026 |
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| Warren Averett Asset Management | 85k | $4.0M | 2% | Mar 2026 |
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| Ellenbecker Investment Group | 81k | $3.8M | 3% | Mar 2026 |
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| Taylor Financial Group | 81k | $4.0M | 5% | Jun 2026 |
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| Envestnet Asset Management | 81k | $3.8M | 7% | Mar 2026 |
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| Hershey Financial Advisers | 80k | $3.8M | 100% | Mar 2026 |
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| Onyx Bridge Wealth Group | 79k | $4.0M | 2% | Jun 2026 |
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| Colony | 77k | $3.6M | -1% | Mar 2026 |
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| Consilium Wealth Advisory | 77k | $3.6M | -17% | Mar 2026 |
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| Ameritas Advisory Services | 76k | $3.6M | -2% | Mar 2026 |
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| Brookstone Capital Management | 73k | $3.5M | 1% | Mar 2026 |
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| Seeds Investor | 71k | $3.4M | -11% | Mar 2026 |
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| Mutual Advisors | 66k | $3.1M | -2% | Mar 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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| VVR Holdings | 61k | $2.9M | 100% | Mar 2026 |
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| Private Advisor | 58k | $2.7M | 2% | Mar 2026 |
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| Cogent Private Wealth | 53k | $2.7M | 100% | 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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| Enclave Advisors | 46k | $2.2M | -2% | Mar 2026 |
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| Beacon Financial Advisory | 45k | $2.2M | 1% | Jun 2026 |
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| Manske Wealth Management | 42k | $2.0M | -1% | Mar 2026 |
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| Stifel Financial | 38k | $1.8M | -5% | Mar 2026 |
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| LifePlan Financial | 37k | $1.8M | 17% | Mar 2026 |
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| High Net Worth Advisory Group | 37k | $1.9M | 18% | Jun 2026 |
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| Denver Wealth Management | 36k | $1.7M | 82% | Mar 2026 |
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| National Bank Of Canada /fi/ | 34k | $1.6M | 57% | Mar 2026 |
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| UBS Group | 34k | $1.6M | 0% | Mar 2026 |
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| Hanover Advisors | 33k | $1.5M | -58% | Mar 2026 |
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| Milestone Asset Management | 32k | $1.5M | -1% | Mar 2026 |
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| Legacy Wealth Partners | 31k | $1.5M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 30k | $1.4M | 36% | Mar 2026 |
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| Harbour Investments | 30k | $1.4M | 18% | Mar 2026 |
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| Patton Albertson & Miller | 30k | $1.5M | -2% | Jun 2026 |
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| Prosperity Consulting Group | 29k | $1.4M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 28k | $1.3M | 99% | Mar 2026 |
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| Insigneo Advisory Services | 28k | $1.3M | 0% | Mar 2026 |
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| Godshalk Welsh Capital Management | 27k | $1.3M | 25% | Mar 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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| BlueStem Wealth Partners | 26k | $1.2M | 0% | Mar 2026 |
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| Independent Financial Group | 25k | $1.2M | 100% | Mar 2026 |
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| RDA Financial Network | 24k | $1.2M | 0% | Jun 2026 |
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| Goss Wealth Management | 24k | $1.1M | 0% | Mar 2026 |
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| Sentinus | 24k | $1.1M | 8% | Mar 2026 |
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| Integrated Wealth Concepts | 24k | $1.1M | 40% | Mar 2026 |
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| Arq Wealth Advisors | 24k | $1.2M | 100% | Jun 2026 |
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| American Trust | 24k | $1.1M | -8% | Mar 2026 |
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| Sovereign Financial Group | 23k | $1.2M | 6% | Jun 2026 |
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| Fort Henry Capital | 23k | $1.1M | 1% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 22k | $1.1M | 3% | Jun 2026 |
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| One Capital Management | 22k | $1.0M | -19% | Mar 2026 |
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| Global Financial Private Client | 21k | $1.0M | 2% | Mar 2026 |
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| William Blair $ Company | 21k | $994k | 100% | Mar 2026 |
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| Eight 31 Financial | 21k | $988k | 0% | Mar 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 | 4% | Mar 2026 |
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| Mml Investors Services | 20k | $978k | 29% | Jun 2026 |
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| Comprehensive Portfolio Management | 19k | $918k | -6% | Mar 2026 |
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| Strategic Blueprint | 19k | $910k | 119% | Mar 2026 |
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| Garrett Investment Advisors | 19k | $958k | 1% | 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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| HighTower Advisors | 18k | $889k | -2% | Jun 2026 |
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| Equitable Holdings | 18k | $839k | 178% | Mar 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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| Citadel Advisors | 15k | $701k | 89% | Mar 2026 |
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| Northstar | 15k | $738k | -3% | Jun 2026 |
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| Concurrent Investment Advisors | 15k | $694k | 6% | Mar 2026 |
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| L.K. Benson & Company, P.C. | 14k | $715k | 38% | Jun 2026 |
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| Steward Partners Investment Advisory | 14k | $670k | -12% | Mar 2026 |
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| MAI Wealth Advisors | 14k | $665k | -5% | Mar 2026 |
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| Potentia Wealth | 14k | $655k | 129% | Mar 2026 |
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| Retireful | 14k | $651k | 100% | Mar 2026 |
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| Advisory Services Network | 13k | $636k | -2% | Mar 2026 |
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| Steel Peak Wealth Management | 13k | $666k | 3% | Jun 2026 |
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| Laurel Oak Wealth Management | 13k | $608k | 100% | Mar 2026 |
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| Money Concepts Capital Corp | 13k | $638k | -21% | Jun 2026 |
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| Visionary Wealth Advisors | 13k | $605k | 9% | Mar 2026 |
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| AE Wealth Management | 13k | $596k | -5% | Mar 2026 |
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| Wealth Forward | 12k | $615k | 0% | Jun 2026 |
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| HPM Partners | 12k | $583k | 127% | Mar 2026 |
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| Armstrong, Fleming & Moore | 12k | $605k | 1% | 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 | $552k | -19% | Mar 2026 |
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| MPS Loria Financial Planners | 12k | $575k | 8% | Jun 2026 |
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| Stratos Wealth Partners | 11k | $537k | 2% | Mar 2026 |
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| Ascent Group | 11k | $563k | 11% | 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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| Resources Investment Advisors | 11k | $505k | 23% | Mar 2026 |
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| Investment Partners | 11k | $529k | 1% | Jun 2026 |
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| Ausdal Financial Partners | 11k | $501k | -7% | Mar 2026 |
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| Integrity Financial Corp | 11k | $528k | -7% | Jun 2026 |
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| Unique Wealth | 11k | $497k | -29% | Mar 2026 |
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| Centaurus Financial | 10k | $488k | 8% | Mar 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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| Heirloom Wealth Management | 10k | $479k | 11% | Mar 2026 |
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| Tempus Wealth Planning | 9.6k | $454k | 11% | Mar 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 | $440k | 100% | Mar 2026 |
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| First Heartland Consultants | 8.9k | $446k | 7% | 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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| Fort Point Capital Partners | 8.4k | $399k | -1% | Mar 2026 |
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| Premier Private Wealth Management | 8.3k | $395k | 100% | Mar 2026 |
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| Lido Advisors | 8.3k | $394k | 4% | Mar 2026 |
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| RTD Financial Advisors | 8.2k | $387k | -7% | Mar 2026 |
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| Bay Harbor Wealth Management | 8.2k | $407k | 0% | Jun 2026 |
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| Captrust Financial Advisors | 8.1k | $384k | -4% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 8.1k | $383k | -17% | Mar 2026 |
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| Ubs Global Asset Management Americas | 8.1k | $383k | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 8.1k | $383k | 100% | Mar 2026 |
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| Capital Asset Managemnet | 7.8k | $387k | -14% | 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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| KilterHowling | 5.0k | $237k | -92% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 91k | $4.4M |
| J.w. Cole Advisors | Dec 2025 | 28k | $1.1M |
| Kmg Fiduciary Partners | Mar 2026 | 23k | $1.1M |
| United Capital Financial Advisers | Dec 2025 | 9.8k | $466k |
| Intl Fcstone | Dec 2025 | 9.1k | $436k |