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 | 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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