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 Actions
BlackRock 2.5M $99M 6% Mar 2023
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Morgan Stanley 1.7M $66M 100% Dec 2022
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LPL Financial 766k $31M -4% Mar 2023
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Tiedemann Wealth Management 666k $27M -49% Mar 2023
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Wells Fargo & Company 581k $22M 103% Dec 2022
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Royal Bank of Canada 500k $19M 7% Dec 2022
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Advisor Group Holdings 387k $15M -3% Mar 2023
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Bank of America Corporation 382k $15M -21% Mar 2023
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Jane Street 371k $15M 18% Mar 2023
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AE Wealth Management 203k $8.1M 4% Mar 2023
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Weitzel Financial Services 202k $8.1M 9% Mar 2023
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Cambridge Investment Research Advisors 172k $6.9M -11% Mar 2023
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Weaver Consulting Group 166k $6.6M -2% Mar 2023
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Ameritas Advisory Services 159k $6.3M -23% Mar 2023
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Branch Banking & Trust Company 143k $5.7M -13% Mar 2023
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CLS Investments 140k $5.3M 2232% Dec 2022
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Thrive Capital Management 117k $4.6M -7% Mar 2023
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Commonwealth Equity Services 111k $4.4M -4% Mar 2023
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Investment Advisory Group 110k $4.4M 2% Mar 2023
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Brookstone Capital Management 110k $4.4M -4% Mar 2023
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J.w. Cole Advisors 108k $4.3M 432% Mar 2023
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First Financial Bank, N.A. - Trust Division 97k $3.9M -12% Mar 2023
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Lodestar Private Asset Management 88k $3.5M -1% Mar 2023
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Ameriprise Financial 85k $3.4M -32% Mar 2023
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Win Advisors 78k $3.1M 100% Mar 2023
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Mutual Advisors 77k $3.1M 13% Mar 2023
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Warren Averett Asset Management 76k $3.0M 49% Mar 2023
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Royal Fund Management 76k $3.0M 0% Mar 2023
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Patton Albertson & Miller 75k $3.0M -49% Mar 2023
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Paragon Advisors 74k $3.0M 6% Mar 2023
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Financial Advisors 66k $2.6M -47% Mar 2023
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Smith Anglin Financial 63k $2.5M 15% Mar 2023
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Coldstream Capital Management 63k $2.4M 100% Dec 2022
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Aspiriant 62k $2.5M -4% Mar 2023
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Beacon Financial Advisory 61k $2.4M -2% Mar 2023
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Raymond James Financial Services Advisors 55k $2.2M -54% Mar 2023
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UBS Group 55k $2.2M -5% Mar 2023
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Multi-Financial Securities 52k $2.0M 241% Dec 2022
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Financial Network Investment Corporation 51k $1.9M 39% Dec 2022
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Envestnet Asset Management 47k $1.9M -15% Mar 2023
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One Capital Management 47k $1.9M 5% Mar 2023
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Stifel Financial 42k $1.6M 183% Dec 2022
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Retireful 42k $1.7M 100% Mar 2023
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Kestra Advisory Services 40k $1.6M -1% Mar 2023
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Renaissance Technologies 40k $1.6M 502% Mar 2023
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Sentinus 39k $1.5M 68% Mar 2023
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Kovack Advisors 36k $1.5M 7% Mar 2023
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Aveo Capital Partners 36k $1.4M -12% Mar 2023
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Reston Wealth Management 34k $1.4M 4% Mar 2023
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Citadel Advisors 34k $1.3M 100% Mar 2023
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Frank. Day 33k $1.3M -1% Mar 2023
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GW & Wade 32k $1.3M 0% Mar 2023
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Strategic Financial 31k $1.2M 0% Mar 2023
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RDA Financial Network 28k $1.1M -3% Mar 2023
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Harbour Investments 27k $1.1M 32% Mar 2023
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Jpmorgan Chase & Co 26k $1.0M 1195% Mar 2023
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Fort Henry Capital 25k $981k 0% Mar 2023
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Susquehanna International 24k $964k 41% Mar 2023
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Northstar 23k $904k -3% Mar 2023
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Lincoln National 22k $862k 3% Mar 2023
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Beacon Investment Advisory Services 22k $858k -3% Mar 2023
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Comprehensive Portfolio Management 21k $846k 6% Mar 2023
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Marino, Stram & Associates 21k $840k 0% Mar 2023
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Financial Enhancement 21k $828k 100% Mar 2023
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Raymond James & Associates 21k $829k -98% Mar 2023
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Spire Wealth Management 20k $808k -2% Mar 2023
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Flagship Harbor Advisors 20k $787k 8% Mar 2023
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TRUE Private Wealth Advisors 19k $768k 3% Mar 2023
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Ausdal Financial Partners 19k $768k -2% Mar 2023
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H D Vest Advisory Services 19k $753k -1% Mar 2023
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FinTrust Capital Advisors 18k $695k 0% Mar 2023
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Sovereign Financial Group 18k $728k 6% Mar 2023
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Kuehl Shepherd Kozlowski & Associates 18k $713k -10% Mar 2023
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Nicolet Advisory Services 18k $710k -4% Mar 2023
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Steel Peak Wealth Management 18k $696k 4% Mar 2023
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Intl Fcstone 17k $689k 100% Mar 2023
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Integrity Financial Corp 17k $687k -8% Mar 2023
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Keebeck Wealth Management 17k $635k 0% Dec 2022
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Godshalk Welsh Capital Management 16k $618k 30% Dec 2022
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Private Advisor 16k $647k -4% Mar 2023
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Legacy Financial Group 16k $638k 3% Mar 2023
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Financial Advocates Investment Management 16k $616k -35% Mar 2023
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Milestone Asset Management 15k $605k -3% Mar 2023
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Mml Investors Services 15k $592k -55% Mar 2023
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Atria Wealth Solutions 15k $576k -4% Mar 2023
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Fullen Financial Group 14k $563k 2% Mar 2023
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Dynamic Advisors Solutions 14k $550k -8% Mar 2023
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Richard P Slaughter Associates 14k $541k -27% Mar 2023
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Dentgroup 13k $531k 0% Mar 2023
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Gallacher Capital Management 13k $501k 100% Dec 2022
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Ellenbecker Investment Group 13k $513k 5% Mar 2023
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Merriman Wealth Management 13k $513k -1% Mar 2023
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Cetera Investment Advisers 13k $510k -2% Mar 2023
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IFP Advisors 13k $481k -15% Mar 2023
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Syntal Capital Partners 13k $499k 100% Mar 2023
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Davenport & Co 12k $487k 0% Mar 2023
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Beacon Pointe Advisors 12k $480k 0% Mar 2023
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Northwest Wealth Management 12k $475k -21% Mar 2023
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Integrated Wealth Concepts 12k $470k 1% Mar 2023
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Lido Advisors 12k $469k 100% Mar 2023
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Archvest Wealth Advisors 12k $469k 0% Mar 2023
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Heirloom Wealth Management 12k $469k 59% Mar 2023
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CX Institutional 12k $466k -5% Mar 2023
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Streettalk Advisors 12k $459k 11% Mar 2023
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Silver Oak Securities 11k $455k 100% Mar 2023
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Nelson, Van Denburg & Campbell Wealth Management 11k $445k -8% Mar 2023
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Adams Wealth Management 11k $434k 0% Mar 2023
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Capital Investment Advisory Services 11k $426k 0% Mar 2023
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Stratos Wealth Partners 11k $424k -1% Mar 2023
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Clear Creek Financial Management 11k $423k 5% Mar 2023
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Sargent Bickham Lagudis 11k $400k 0% Dec 2022
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Compass Financial Group 11k $418k -16% Mar 2023
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Sigma Planning 10k $416k 1% Mar 2023
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Centaurus Financial 10k $414k 0% Mar 2023
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Visionary Wealth Advisors 10k $392k -17% Dec 2022
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Syverson Strege & Co 10k $410k 7% Mar 2023
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Lokken Investment Group 10k $404k -5% Mar 2023
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Archford Capital Strategies 10k $401k 1% Mar 2023
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Mendel Capital Management 9.9k $395k -2% Mar 2023
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CWM 9.4k $376k -53% Mar 2023
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RTD Financial Advisors 9.4k $374k 0% Mar 2023
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First Heartland Consultants 9.0k $359k -33% Mar 2023
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Consilium Wealth Advisory 8.8k $350k 0% Mar 2023
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PFG Advisors 8.7k $348k -40% Mar 2023
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SimpliFi 8.7k $348k 27% Mar 2023
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Arden Trust 8.7k $347k -99% Mar 2023
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First Ascent Asset Management 8.5k $341k 7% Mar 2023
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Unique Wealth 8.4k $335k 0% Mar 2023
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CFO4Life 8.3k $315k 100% Dec 2022
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SRS Capital Advisors 8.0k $318k 12% Mar 2023
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McKinley Carter Wealth Services 8.0k $317k 1% Mar 2023
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CFO4Life 7.9k $316k -4% Mar 2023
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Bay Harbor Wealth Management 7.7k $306k 0% Mar 2023
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TPG Financial Advisors 7.6k $302k 2% Mar 2023
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Steward Partners Investment Advisory 7.4k $281k -81% Dec 2022
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Axxcess Wealth Management 7.3k $291k 0% Mar 2023
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Captrust Financial Advisors 7.3k $291k -12% Mar 2023
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American Trust 7.2k $290k 2% Mar 2023
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Occidental Asset Management 7.1k $283k -3% Mar 2023
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SOA Wealth Advisors 7.0k $278k 3% Mar 2023
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NorthRock Partners 6.9k $277k 0% Mar 2023
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Anchor Capital Advisors 6.8k $273k 0% Mar 2023
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Bank Of Montreal 6.8k $265k 1% Dec 2022
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RFG Advisory 6.8k $269k 0% Mar 2023
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BOS Asset Management 6.7k $256k 100% Dec 2022
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Leading Edge Financial Planning 6.7k $266k 100% Mar 2023
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O'Dell Group 6.6k $265k 0% Mar 2023
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Harwood Advisory 6.5k $257k -5% Mar 2023
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JFS Wealth Advisors 6.4k $257k 25% Mar 2023
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GeoWealth Management 6.3k $239k 100% Dec 2022
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Founders Financial Alliance 5.8k $222k -15% Dec 2022
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WestEnd Advisors 623.00 $25k -92% Mar 2023
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AdvisorNet Financial 444.00 $18k -93% Mar 2023
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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
Franklin Resources Dec 2022 1.3M $48M
Janney Montgomery Scott Dec 2022 117k $4.4M
We Are One Seven Dec 2022 67k $2.5M
Oppenheimer Asset Management Dec 2022 62k $2.3M
Annex Advisory Services, LLC, d/b/a Annex Wealth Management Dec 2022 53k $2.0M
Vestmark Advisory Solutions Dec 2022 44k $1.7M
Pathway Financial Advisors Dec 2022 42k $1.6M
Orcam Financial Group Dec 2022 42k $1.6M
J Arnold Wealth Management Dec 2022 37k $1.4M
Mercer Global Advisors Dec 2022 36k $1.4M
Prestige Wealth Management Group Dec 2022 36k $1.4M
Congress Asset Management Dec 2022 25k $931k
KilterHowling Dec 2022 23k $885k
Rockefeller Capital Management Dec 2022 20k $748k
Forward Management Sep 2022 18k $673k
Private Capital Management Dec 2022 13k $496k
Advisory Alpha Dec 2022 12k $465k
Allen Capital Group Dec 2022 12k $448k
Kowal Investment Group Dec 2022 9.3k $354k
Zacks Investment Management Dec 2022 9.3k $354k
Summit Financial Dec 2022 7.1k $271k
Acorn Wealth Advisors Dec 2022 6.9k $263k
Western Wealth Management Sep 2022 6.7k $247k