Who owns iShares S&P Growth Allocation Fund?
- Ticker: AOR
- CUSIP Number: 464289867
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Analyze quarterly positions in iShares S&P Growth Allocation Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P Growth Allocation Fund stock
Who bought or sold iShares S&P Growth Allocation Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 1.6M | $96M | 100% | Sep 2024 |
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| BlackRock | 1.6M | $91M | 3% | Jun 2024 |
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| Jpmorgan Chase & Co | 687k | $41M | 734% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 601k | $36M | -2% | Sep 2024 |
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| Bank of America Corporation | 578k | $34M | -50% | Sep 2024 |
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| Aspiriant | 444k | $26M | -1% | Sep 2024 |
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| Wells Fargo & Company | 381k | $23M | -5% | Sep 2024 |
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| Morgan Stanley | 348k | $33M | 10% | Jun 2024 |
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| LPL Financial | 348k | $21M | 12% | Sep 2024 |
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| Lebenthal Global Advisors | 331k | $20M | -9% | Sep 2024 |
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| Kovitz Investment Group Partners | 312k | $1.2M | 2% | Sep 2024 |
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| Assetmark | 304k | $18M | 0% | Sep 2024 |
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| Consilium Wealth Advisory | 294k | $17M | 2% | Sep 2024 |
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| International Assets Investment Management | 247k | $4.2M | 5281% | Sep 2024 |
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| Foundations Investment Advisors | 204k | $12M | 14% | Sep 2024 |
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| Royal Bank of Canada | 191k | $11M | 5% | Sep 2024 |
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| Jim Saulnier & Associates | 185k | $11M | 100% | Sep 2024 |
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| GeoWealth Management | 173k | $10M | 130% | Sep 2024 |
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| Cambridge Investment Research Advisors | 172k | $10M | 0% | Sep 2024 |
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| BSW Wealth Partners | 163k | $9.6M | 0% | Sep 2024 |
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| One Capital Management | 161k | $9.5M | -1% | Sep 2024 |
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| Aveo Capital Partners | 140k | $8.3M | 1% | Sep 2024 |
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| Bell Investment Advisors | 137k | $8.1M | -9% | Sep 2024 |
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| Bank of New York Mellon | 134k | $7.9M | -3% | Sep 2024 |
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| Kestra Private Wealth Services | 131k | $7.8M | 5% | Sep 2024 |
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| TRUE Private Wealth Advisors | 113k | $6.7M | 1% | Sep 2024 |
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| Branch Banking & Trust Company | 107k | $6.0M | -3% | Jun 2024 |
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| Wealth Forward | 104k | $6.1M | 3% | Sep 2024 |
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| Elevation Capital Advisory | 102k | $6.0M | 2% | Sep 2024 |
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| CI Private Wealth | 98k | $5.8M | 0% | Sep 2024 |
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| Richard Bernstein Advisors | 97k | $5.8M | 68% | Sep 2024 |
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| Unique Wealth | 89k | $5.3M | -2% | Sep 2024 |
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| NBT Bank | 86k | $5.1M | 8% | Sep 2024 |
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| Oakmont Partners | 86k | $5.1M | -1% | Sep 2024 |
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| Kestra Advisory Services | 85k | $5.0M | -10% | Sep 2024 |
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| Advisor Group Holdings | 85k | $5.0M | -50% | Sep 2024 |
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| Ellenbecker Investment Group | 79k | $4.7M | 10% | Sep 2024 |
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| Commonwealth Equity Services | 78k | $4.6M | -3% | Sep 2024 |
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| Patton Albertson & Miller | 78k | $4.4M | 1% | Jun 2024 |
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| LBMC Investment Advisors | 77k | $4.6M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 77k | $4.3M | 0% | Jun 2024 |
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| Weaver Consulting Group | 73k | $4.4M | -2% | Sep 2024 |
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| Marino, Stram & Associates | 72k | $4.3M | 0% | Sep 2024 |
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| Lodestar Private Asset Management | 69k | $4.1M | 1% | Sep 2024 |
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| First Foundation Advisors | 66k | $3.7M | 0% | Jun 2024 |
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| Burt Wealth Advisors | 66k | $3.9M | 0% | Sep 2024 |
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| Focus Financial Network | 61k | $3.6M | 100% | Sep 2024 |
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| Brookstone Capital Management | 61k | $3.6M | -1% | Sep 2024 |
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| Adviser Investments | 60k | $3.5M | 1% | Sep 2024 |
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| Fort Henry Capital | 60k | $3.5M | 0% | Sep 2024 |
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| Strategic Family Wealth Counselors | 57k | $3.4M | 5% | Sep 2024 |
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| Raymond James Financial Services Advisors | 57k | $3.4M | 18% | Sep 2024 |
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| Buckingham Strategic Partners | 48k | $2.9M | 724% | Sep 2024 |
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| Stifel Financial | 47k | $2.7M | -50% | Jun 2024 |
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| Prosperity Consulting Group | 45k | $2.7M | 16% | Sep 2024 |
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| FinTrust Capital Advisors | 45k | $2.7M | 9% | Sep 2024 |
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| Ethos Financial Group | 45k | $2.7M | -2% | Sep 2024 |
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| WestEnd Advisors | 44k | $2.6M | 27% | Sep 2024 |
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| Viewpoint Investment Partners Corp | 44k | $2.6M | 0% | Sep 2024 |
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| Raymond James & Associates | 43k | $2.5M | -8% | Sep 2024 |
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| Ohe Financial | 41k | $2.4M | 0% | Sep 2024 |
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| Northwest Wealth Management | 41k | $2.4M | -16% | Sep 2024 |
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| H D Vest Advisory Services | 40k | $2.3M | -4% | Jun 2024 |
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| Envestnet Asset Management | 38k | $2.2M | 5% | Sep 2024 |
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| Visionary Wealth Advisors | 35k | $2.1M | -5% | Sep 2024 |
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| Syntrinsic | 34k | $2.0M | -1% | Sep 2024 |
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| Cetera Investment Advisers | 34k | $1.9M | -4% | Jun 2024 |
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| Worth Financial Advisory Group | 34k | $2.0M | -3% | Sep 2024 |
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| John W. Brooker & Co., CPAs | 33k | $1.9M | -3% | Sep 2024 |
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| Harbour Investments | 32k | $1.9M | 7% | Sep 2024 |
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| Integrated Advisors Network | 31k | $1.8M | 0% | Sep 2024 |
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| Sanctuary Advisors | 29k | $1.7M | 162% | Sep 2024 |
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| Hanson McClain Advisors | 29k | $1.7M | -3% | Sep 2024 |
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| Harbor Group | 28k | $1.7M | 0% | Sep 2024 |
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| RTD Financial Advisors | 28k | $1.6M | 1% | Sep 2024 |
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| Renaissance Technologies | 27k | $1.6M | 25% | Sep 2024 |
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| Janney Montgomery Scott | 26k | $1.5M | -1% | Sep 2024 |
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| Integrity Financial Corp | 26k | $1.5M | -2% | Sep 2024 |
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| Captrust Financial Advisors | 25k | $1.5M | 2% | Sep 2024 |
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| National Bank Of Canada /fi/ | 25k | $1.5M | -19% | Sep 2024 |
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| Legacy Financial Group | 25k | $1.5M | -3% | Sep 2024 |
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| HighTower Advisors | 24k | $1.4M | 68% | Jun 2024 |
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| Capital Insight Partners | 24k | $1.4M | -3% | Sep 2024 |
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| Coco Enterprises | 23k | $1.4M | -4% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 23k | $1.4M | -3% | Sep 2024 |
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| IFG Advisory | 23k | $1.4M | 10% | Sep 2024 |
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| Private Advisor | 23k | $1.4M | -2% | Sep 2024 |
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| Stratos Wealth Partners | 23k | $1.3M | 1% | Sep 2024 |
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| Creative Planning | 23k | $1.3M | 5% | Sep 2024 |
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| Kingswood Wealth Advisors | 22k | $1.3M | 100% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 22k | $1.3M | 0% | Sep 2024 |
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| Mutual Advisors | 22k | $1.3M | 7% | Sep 2024 |
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| Oxinas Partners Wealth Management | 21k | $1.3M | 2% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 21k | $1.3M | 1% | Sep 2024 |
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| United Capital Financial Advisers | 20k | $1.2M | 7% | Sep 2024 |
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| Global Assets Advisory | 20k | $1.2M | 1% | Sep 2024 |
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| Perigon Wealth Management | 20k | $1.2M | 4% | Sep 2024 |
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| SimpliFi | 20k | $1.2M | -3% | Sep 2024 |
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| Dynamic Advisors Solutions | 20k | $1.2M | -1% | Sep 2024 |
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| Northstar | 19k | $1.1M | -5% | Sep 2024 |
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| High Falls Advisors | 17k | $1.0M | -2% | Sep 2024 |
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| Wagner Bowman Management | 17k | $1.0M | 0% | Sep 2024 |
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| Pacific Capital Wealth Advisors | 17k | $1.0M | -7% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 17k | $989k | 2% | Sep 2024 |
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| Integrated Wealth Concepts | 17k | $985k | 0% | Sep 2024 |
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| Sigma Planning | 17k | $977k | -3% | Sep 2024 |
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| Rockefeller Capital Management | 16k | $908k | 2% | Jun 2024 |
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| AE Wealth Management | 16k | $941k | 0% | Sep 2024 |
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| Hartland & Co | 15k | $908k | 0% | Sep 2024 |
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| Greystone Financial Group | 15k | $897k | -4% | Sep 2024 |
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| McKinley Carter Wealth Services | 15k | $894k | 3% | Sep 2024 |
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| PDS Planning | 15k | $893k | -9% | Sep 2024 |
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| David R. Rahn Inc. dba Avalon Capital Management | 15k | $823k | -3% | Jun 2024 |
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| Mercer Global Advisors | 14k | $792k | -4% | Jun 2024 |
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| Fidato Wealth | 14k | $827k | 10% | Sep 2024 |
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| Sage Financial | 14k | $825k | 0% | Sep 2024 |
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| Summit Wealth Partners | 14k | $803k | 2% | Sep 2024 |
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| Atria Wealth Solutions | 14k | $800k | 1% | Sep 2024 |
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| Mariner Wealth Advisors | 13k | $780k | -2% | Sep 2024 |
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| Milestone Asset Management | 13k | $779k | 37% | Sep 2024 |
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| Cahaba Wealth Management | 13k | $778k | -1% | Sep 2024 |
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| Institute For Wealth Management | 13k | $768k | 14% | Sep 2024 |
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| Napa Wealth Management | 13k | $764k | 4% | Sep 2024 |
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| Equitable Holdings | 13k | $728k | 51% | Jun 2024 |
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| Trilogy Capital | 13k | $761k | -5% | Sep 2024 |
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| Tempus Wealth Planning | 13k | $757k | 2% | Sep 2024 |
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| Morton Brown Family Wealth | 13k | $755k | 0% | Sep 2024 |
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| Central Trust & Investment | 13k | $749k | 4% | Sep 2024 |
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| Private Capital Management | 13k | $705k | -20% | Jun 2024 |
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| HPM Partners | 12k | $715k | 21% | Sep 2024 |
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| Mountain Capital Investment Advisors | 12k | $695k | 4% | Sep 2024 |
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| Scotia Capital | 12k | $697k | 15% | Sep 2024 |
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| Fund Evaluation Group | 11k | $676k | 100% | Sep 2024 |
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| New England Private Wealth Advisors | 11k | $676k | 1% | Sep 2024 |
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| Buttonwood Financial Group | 11k | $673k | -10% | Sep 2024 |
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| Gallacher Capital Management | 11k | $670k | 16% | Sep 2024 |
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| Corrigan Financial | 11k | $662k | 9% | Sep 2024 |
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| AdvisorNet Financial | 11k | $661k | 2% | Sep 2024 |
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| Moss Adams Wealth Advisors | 11k | $652k | 3% | Sep 2024 |
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| TrinityPoint Wealth | 11k | $651k | 0% | Sep 2024 |
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| Integrity Wealth Solutions | 11k | $642k | 12% | Sep 2024 |
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| Goss Wealth Management | 11k | $609k | 4% | Jun 2024 |
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| Weitzel Financial Services | 11k | $633k | 24% | Sep 2024 |
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| Executive Wealth Management | 11k | $626k | 100% | Sep 2024 |
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| Archford Capital Strategies | 11k | $623k | 4% | Sep 2024 |
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| Moneta Group Investment Advisors | 11k | $624k | 0% | Sep 2024 |
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| Kingsview Wealth Management | 10k | $615k | -6% | Sep 2024 |
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| Godshalk Welsh Capital Management | 10k | $597k | 8% | Sep 2024 |
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| Prospera Financial Services | 10k | $593k | 2% | Sep 2024 |
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| Qube Research & Technologies | 9.4k | $528k | -62% | Jun 2024 |
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| Sunbelt Securities | 9.0k | $530k | -14% | Sep 2024 |
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| Oxford Financial | 8.3k | $494k | -40% | Sep 2024 |
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| Lido Advisors | 7.9k | $443k | -22% | Jun 2024 |
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| SageView Advisory Group | 7.6k | $452k | -34% | Sep 2024 |
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| Susquehanna International | 5.9k | $347k | -87% | Sep 2024 |
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| Relative Value Partners | 3.7k | $206k | -81% | Jun 2024 |
|
Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Colony | Jun 2024 | 95k | $5.3M |
| Retireful | Jun 2024 | 31k | $1.7M |
| Savvy Advisors | Jun 2024 | 21k | $1.2M |
| Citadel Advisors | Jun 2024 | 19k | $1.1M |
| Goldman Sachs Group | Mar 2024 | 19k | $1.0M |
| Silver Oak Securities | Jun 2024 | 18k | $1.0M |