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iShares S&P Moderate Allocation Fund ETF shares owned by Private Advisor

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 53k 47.58
2025-06-30 $2.1M 46k 46.04
2025-03-31 $372k 8.5k 43.88
2024-12-31 $561k 13k 43.44
2024-09-30 $421k 9.3k 45.11
2024-06-30 $406k 9.4k 43.01
2024-03-31 $402k 9.4k 42.78
2023-12-31 $640k 15k 41.51
2023-09-30 $615k 16k 38.93
2023-06-30 $767k 19k 40.41
2023-03-31 $647k 16k 39.86
2022-12-31 $643 17k 0.04
2022-09-30 $767k 21k 36.60
2022-06-30 $948k 24k 38.96
2022-03-31 $1.4M 32k 42.98
2021-12-31 $1.3M 28k 45.47
2021-09-30 $1.1M 24k 44.76
2021-06-30 $882k 20k 45.06
2021-03-31 $1.0M 24k 43.56
2020-12-31 $830k 19k 43.22
2020-09-30 $802k 20k 41.04
2020-06-30 $821k 21k 39.86
2020-03-31 $834k 23k 36.73
2019-12-31 $1.5M 37k 40.14
2019-09-30 $1.2M 30k 39.30
2019-06-30 $1.1M 30k 39.01
2019-03-31 $1.2M 31k 38.07
2018-12-31 $1.3M 36k 35.69
2018-09-30 $2.7M 72k 37.89
2018-06-30 $2.1M 55k 37.46
2018-03-31 $2.6M 69k 37.76
2017-12-31 $1.2M 32k 38.46
2017-09-30 $3.9M 103k 37.87
2017-06-30 $3.8M 102k 36.95
2017-03-31 $3.6M 100k 36.26
2016-12-31 $3.9M 109k 35.63
2016-09-30 $2.9M 82k 35.80
2016-06-30 $452k 13k 35.20
2016-03-31 $363k 10k 34.84
2015-12-31 $346k 10k 34.01
2015-09-30 $336k 9.9k 33.87
2015-06-30 $336k 9.5k 35.22
2015-03-31 $351k 9.9k 35.63
2014-12-31 $298k 8.5k 35.12
2014-09-30 $268k 7.7k 34.94

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Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF