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 2.1M $118M 8% Mar 2021
Tiedemann Wealth Management 1.5M $64M 4% Mar 2021
AE Wealth Management 1.1M $50M 13% Mar 2021
LPL Financial 747k $33M 14% Mar 2021
Trilogy Capital 374k $16M -30% Mar 2021
Advisor Group Holdings 353k $15M -3% Mar 2021
Bank of America Corporation 316k $14M -38% Mar 2021
Royal Bank of Canada 302k $13M 16% Mar 2021
Wells Fargo & Company 258k $11M -11% Mar 2021
Summit Wealth & Retirement Planning 206k $9.0M 19% Mar 2021
Weaver Consulting Group 183k $8.0M -1% Mar 2021

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Aspiriant 183k $7.9M 0% Mar 2021
Cambridge Investment Research Advisors 176k $7.7M 25% Mar 2021
Brookstone Capital Management 134k $5.8M -55% Mar 2021
Reston Wealth Management 120k $5.2M -8% Mar 2021
Geneos Wealth Management 118k $5.2M 2% Mar 2021
Ameriprise Financial 118k $5.3M -1% Mar 2021
Beacon Financial Advisory 113k $4.9M 5% Mar 2021
Patton Albertson & Miller 112k $4.9M -6% Mar 2021
Commonwealth Equity Services 108k $4.7M -21% Mar 2021
Financial Network Investment Corporation 99k $4.3M -3% Mar 2021
Envestnet Asset Management 94k $4.1M 87% Mar 2021
Old Mission Capital 91k $4.0M 100% Mar 2021
Fure Financial Corp 74k $3.2M 4% Mar 2021
Raymond James Financial Services Advisors 71k $3.1M 32% Mar 2021
Financial Advocates Investment Management 70k $3.1M 91% Mar 2021
Creative Financial Designs 70k $3.0M 5857% Mar 2021
Thrive Capital Management 68k $3.0M 19% Mar 2021
Rowland Carmichael Advisors 54k $2.3M -3% Dec 2020
Dynamic Advisors Solutions 49k $2.1M 15% Mar 2021
Madrona Financial Services 49k $2.1M 11% Mar 2021
UBS Group 49k $2.1M 20% Mar 2021
Jane Street 48k $2.1M 100% Mar 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 47k $2.0M 11% Mar 2021
Kestra Advisory Services 46k $2.0M -30% Mar 2021
Royal Fund Management 43k $1.9M 34% Mar 2021
Parametric Portfolio Associates 42k $1.8M 100% Mar 2021
Warren Averett Asset Management 42k $1.9M 13% Mar 2021
Aveo Capital Partners 42k $1.8M 100% Mar 2021
Weitzel Financial Services 41k $1.8M 13% Mar 2021
Kovack Advisors 40k $1.8M 365% Mar 2021
United Capital Financial Advisers 38k $1.7M -1% Mar 2021
Citadel Advisors 38k $1.6M 100% Mar 2021
Strategic Financial 36k $1.6M 3% Mar 2021
Raymond James & Associates 33k $1.4M 0% Mar 2021
GW & Wade 33k $1.4M 32% Mar 2021
Mercer Global Advisors 31k $1.3M 100% Mar 2021
Northstar 30k $1.3M -15% Mar 2021
Frank. Day 30k $1.3M -3% Mar 2021
Fort Henry Capital 30k $1.3M -2% Mar 2021
CLS Investments 29k $1.3M 19% Mar 2021
Harwood Advisory 29k $1.3M -19% Dec 2020
Barclays 28k $1.2M 100% Mar 2021
Kuehl Shepherd Kozlowski & Associates 28k $1.2M 1% Mar 2021
Citigroup 28k $1.2M -10% Mar 2021
Multi-Financial Securities 28k $1.2M 96% Mar 2021
RDA Financial Network 26k $1.1M 1% Mar 2021
Comprehensive Portfolio Management 26k $1.1M 10% Mar 2021
Steward Partners Investment Advisory 25k $1.1M 100% Mar 2021
Private Advisor 24k $1.0M 23% Mar 2021
Marino, Stram & Associates 22k $962k 0% Mar 2021
Steel Peak Wealth Management 20k $883k -6% Mar 2021
Compass Ion Advisors 20k $876k -8% Mar 2021
Mid Atlantic Financial Management 20k $873k 4% Mar 2021
Sugarloaf Wealth Management 20k $35k 2360% Mar 2021
Redhawk Wealth Advisors 20k $852k 13% Mar 2021
Nicolet Advisory Services 18k $790k -9% Mar 2021
Legacy Financial Group 18k $780k 1% Mar 2021
Integrated Wealth Concepts 18k $780k 283% Mar 2021
Northwest Wealth Management 18k $776k 2% Mar 2021
Strategic Wealth Partners 18k $771k 100% Mar 2021
Spire Wealth Management 17k $750k 100% Mar 2021
Visionary Wealth Advisors 17k $741k 6% Mar 2021
Compass Advisory Group 17k $718k 100% Mar 2021
Roman Butler Fullerton & Co 16k $729k -29% Mar 2021
Mutual Advisors 16k $701k 23% Mar 2021
Susquehanna International 16k $685k -56% Mar 2021
Deutsche Bank Aktiengesellschaft 16k $682k 0% Mar 2021
Stratos Wealth Partners 15k $658k 0% Mar 2021
HighTower Advisors 15k $652k 123% Mar 2021
CX Institutional 15k $647k 1% Mar 2021
SRS Capital Advisors 15k $632k 3% Dec 2020
Efficient Advisors 15k $631k -20% Mar 2021
Davenport & Co 14k $614k 2% Mar 2021
Qube Research & Technologies 14k $598k -93% Mar 2021
Cetera Investment Advisers 14k $597k 18% Mar 2021
Archford Capital Strategies 14k $599k 4% Mar 2021
Beacon Investment Advisory Services 13k $575k 1% Mar 2021
Sigma Planning 12k $536k 1% Mar 2021
Fullen Financial Group 12k $529k -1% Mar 2021
Means Investment 12k $525k -1% Mar 2021
Syverson Strege & Co 12k $516k 18% Mar 2021
J.w. Cole Advisors 12k $512k 120% Mar 2021
Garrett Wealth Advisory Group 12k $505k 0% Mar 2021
Capital Investment Advisory Services 12k $504k 0% Mar 2021
Stifel Financial 11k $496k 1% Mar 2021
Wealth Advisory Solutions 11k $0 -10% Mar 2021
Financial Management Network 11k $473k 18% Mar 2021
Sargent Bickham Lagudis 11k $459k 0% Mar 2021
Centaurus Financial 10k $455k 183% Mar 2021
Mml Investors Services 10k $436k -7% Mar 2021
Lokken Investment Group 9.7k $421k -7% Mar 2021
Bay Harbor Wealth Management 9.6k $420k -1% Mar 2021
AdvisorNet Financial 9.5k $415k 0% Mar 2021
McKinley Carter Wealth Services 9.0k $392k 92% Mar 2021
Acorn Wealth Advisors 8.9k $389k 49% Mar 2021
Feltz Wealth PLAN 8.9k $394k -21% Mar 2021
Occidental Asset Management 8.8k $384k -3% Mar 2021
HBW Advisory Services 8.8k $382k 100% Mar 2021
Wealthquest 8.6k $372k 26% Mar 2021
Godshalk Welsh Capital Management 8.5k $370k 1% Mar 2021
Financial Strategies Group 8.2k $358k 3% Mar 2021
Main Street Financial Solutions 8.2k $355k -5% Mar 2021
IFP Advisors 8.1k $354k 23% Mar 2021
Captrust Financial Advisors 8.0k $350k -35% Mar 2021
CFO4Life 7.9k $346k 0% Mar 2021
Branch Banking & Trust Company 7.9k $343k -96% Mar 2021
Nelson, Van Denburg & Campbell Wealth Management 7.8k $340k 0% Mar 2021
NorthRock Partners 7.8k $338k -29% Mar 2021
Thrivent Financial for Lutherans 7.7k $336k 0% Mar 2021
Anchor Capital Advisors 7.6k $332k 0% Mar 2021
Ausdal Financial Partners 7.6k $331k 21% Mar 2021
Midwest Professional Planners 7.4k $271k 9% Mar 2021
Lebenthal Global Advisors 7.3k $317k 10% Mar 2021
Wealthcare Advisory Partners 7.0k $305k 100% Mar 2021
Carolinas Wealth Consulting 7.0k $304k -2% Mar 2021
Founders Financial Alliance 6.8k $301k 1% Mar 2021
Polaris Wealth Advisers 6.8k $300k 0% Mar 2021
Robertson Stephens Wealth Management 6.8k $293k -73% Mar 2021
SOA Wealth Advisors 6.7k $292k -6% Mar 2021
Ahrens Investment Partners 6.7k $292k 5% Mar 2021
Bluesphere Advisors 6.6k $287k -3% Mar 2021
O'Dell Group 6.5k $285k -5% Mar 2021
Actinver Wealth Management 6.3k $270k 0% Dec 2020
Cedar Brook Financial Partners 6.2k $272k 19% Mar 2021
Vigilare Wealth Management 6.2k $271k 5% Mar 2021
Adams Wealth Management 6.1k $264k -2% Mar 2021
Greatmark Investment Partners 6.0k $261k 0% Mar 2021
Belpointe Asset Management 5.8k $254k 22% Mar 2021
Kingsview Wealth Management 5.6k $243k -32% Mar 2021
TPG Financial Advisors 5.5k $240k -14% Mar 2021
Charles Schwab Investment Advisory 5.5k $238k 100% Mar 2021
Mackey Komara & Dankovich 5.4k $236k -6% Mar 2021
DAL Investment Company 5.3k $231k -51% Mar 2021
Summit Financial Wealth Advisors 5.2k $226k 0% Mar 2021
Nations Financial Group 5.1k $221k 100% Mar 2021
Cahaba Wealth Management 4.9k $211k 100% Mar 2021
Foundations Investment Advisors 4.8k $211k 100% Mar 2021
Koss-Olinger Consulting 4.7k $203k 100% Mar 2021
Hanson McClain Advisors 1.8k $79k -61% Mar 2021
IronBridge Private Wealth 24.00 $1.0k -100% Mar 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Sawtooth Asset Management Dec 2020 917k $40M
Morgan Stanley Dec 2020 255k $11M
FormulaFolio Investments Dec 2020 113k $4.9M
Arq Wealth Advisors Dec 2020 108k $4.7M
Renaissance Technologies Dec 2020 43k $1.8M
Texas Capital Bank Wealth Management Services Dec 2020 25k $1.1M
Koshinski Asset Management Dec 2020 17k $745k
55i Dec 2020 17k $732k
Janney Montgomery Scott Dec 2020 13k $550k
Corepath Wealth Partners Dec 2020 12k $536k
Clear Creek Financial Management Dec 2020 9.4k $406k
Flagship Harbor Advisors Dec 2020 7.2k $311k
Peak Asset Management Dec 2020 6.5k $280k
Bard Financial Services Dec 2020 6.2k $268k
F3Logic Dec 2020 6.2k $266k
Cascadia Advisory Services Sep 2020 5.8k $239k
Synergy Financial Management Dec 2020 5.8k $251k
Advisory Services Network Dec 2020 5.3k $229k
PFG Advisors Dec 2020 5.1k $222k