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 | 1.8M | $117M | 2% | Sep 2025 |
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| Worth Asset Management | 638k | $41M | 67% | Sep 2025 |
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| Jpmorgan Chase & Co | 609k | $39M | -10% | Sep 2025 |
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| LPL Financial | 602k | $39M | 19% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 573k | $37M | -4% | Sep 2025 |
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| Aspiriant | 466k | $30M | 3% | Sep 2025 |
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| Morgan Stanley | 436k | $27M | 100% | Jun 2025 |
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| Wells Fargo & Company | 423k | $27M | 5% | Sep 2025 |
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| Integrated Investment Consultants | 385k | $464k | 5% | Sep 2025 |
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| Consilium Wealth Advisory | 311k | $20M | 4% | Sep 2025 |
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| Foundations Investment Advisors | 300k | $19M | 4% | Sep 2025 |
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| Kovitz Investment Group Partners | 294k | $19M | -1% | Sep 2025 |
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| Jim Saulnier & Associates | 292k | $19M | 3% | Sep 2025 |
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| Assetmark | 283k | $18M | -4% | Sep 2025 |
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| UBS Group | 256k | $17M | -11% | Sep 2025 |
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| Warren Averett Asset Management | 255k | $16M | 0% | Sep 2025 |
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| BSW Wealth Partners | 236k | $15M | 11% | Sep 2025 |
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| Lebenthal Global Advisors | 224k | $14M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 198k | $13M | 10% | Sep 2025 |
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| Royal Bank of Canada | 198k | $13M | -4% | Sep 2025 |
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| TTP Investments | 166k | $11M | 100% | Sep 2025 |
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| Centerline Wealth Advisors | 147k | $9.5M | -2% | Sep 2025 |
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| Advisor Group Holdings | 140k | $9.0M | -33% | Sep 2025 |
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| Kestra Private Wealth Services | 137k | $8.8M | 0% | Sep 2025 |
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| Raymond James Financial | 136k | $8.7M | 1% | Sep 2025 |
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| Phil A. Younker & Associates | 132k | $8.5M | 13% | Sep 2025 |
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| TRUE Private Wealth Advisors | 122k | $7.8M | 4% | Sep 2025 |
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| Eight 31 Financial | 108k | $6.9M | 10% | Sep 2025 |
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| Ellenbecker Investment Group | 103k | $6.6M | 4% | Sep 2025 |
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| Lodestar Private Asset Management | 101k | $6.5M | 14% | Sep 2025 |
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| Bell Investment Advisors | 101k | $6.5M | -4% | Sep 2025 |
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| Cetera Investment Advisers | 98k | $6.3M | 194% | Sep 2025 |
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| Hanover Advisors | 97k | $6.2M | 599% | Sep 2025 |
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| Branch Banking & Trust Company | 97k | $6.2M | 0% | Sep 2025 |
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| Strategic Family Wealth Counselors | 93k | $6.0M | 3% | Sep 2025 |
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| Unique Wealth | 92k | $5.9M | -1% | Sep 2025 |
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| Kestra Advisory Services | 92k | $5.9M | 6% | Sep 2025 |
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| Wealth Forward | 88k | $5.6M | -18% | Sep 2025 |
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| Patton Albertson & Miller | 84k | $5.4M | -1% | Sep 2025 |
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| Envestnet Asset Management | 84k | $5.4M | -7% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 81k | $5.2M | -1% | Sep 2025 |
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| LBMC Investment Advisors | 75k | $4.8M | 1% | Sep 2025 |
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| First Foundation Advisors | 74k | $4.8M | 3% | Sep 2025 |
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| Commonwealth Equity Services | 73k | $4.7M | -16% | Sep 2025 |
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| Weaver Consulting Group | 72k | $4.6M | 1% | Sep 2025 |
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| CI Private Wealth | 72k | $4.6M | -7% | Sep 2025 |
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| BlueStem Wealth Partners | 69k | $4.5M | 1% | Sep 2025 |
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| Prosperity Consulting Group | 69k | $4.4M | 8% | Sep 2025 |
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| Colony | 67k | $4.3M | 28% | Sep 2025 |
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| Burt Wealth Advisors | 64k | $4.1M | 0% | Sep 2025 |
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| Brookstone Capital Management | 62k | $4.0M | -2% | Sep 2025 |
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| Creative Planning | 59k | $3.8M | 33% | Sep 2025 |
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| Adviser Investments | 58k | $3.8M | -2% | Sep 2025 |
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| Viewpoint Investment Partners Corp | 58k | $3.5M | 0% | Sep 2025 |
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| Fort Henry Capital | 58k | $3.7M | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 56k | $3.6M | 0% | Sep 2025 |
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| Mercer Global Advisors | 55k | $3.6M | 455% | Sep 2025 |
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| GeoWealth Management | 54k | $3.5M | -29% | Sep 2025 |
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| Oakmont Partners | 54k | $3.5M | -14% | Sep 2025 |
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| Financial Advisory Service | 53k | $3.4M | 100% | Sep 2025 |
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| Bank of New York Mellon | 51k | $3.3M | -4% | Sep 2025 |
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| Marino, Stram & Associates | 50k | $3.2M | -1% | Sep 2025 |
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| Harbour Investments | 45k | $2.9M | 0% | Sep 2025 |
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| Ameriprise Financial | 44k | $2.9M | 4% | Sep 2025 |
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| Intrua Financial | 43k | $2.8M | 9% | Sep 2025 |
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| H D Vest Advisory Services | 41k | $2.5M | -1% | Jun 2025 |
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| IFG Advisory | 39k | $2.5M | 15% | Sep 2025 |
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| Ohe Financial | 38k | $2.5M | 0% | Sep 2025 |
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| Integrated Advisors Network | 36k | $2.3M | 23% | Sep 2025 |
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| Silver Oak Securities | 36k | $2.3M | 100% | Sep 2025 |
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| Visionary Wealth Advisors | 35k | $2.3M | 1% | Sep 2025 |
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| Northwest Wealth Management | 35k | $2.2M | -7% | Sep 2025 |
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| Private Advisor | 33k | $2.1M | -15% | Sep 2025 |
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| Legacy Advisory Services | 32k | $2.0M | 0% | Sep 2025 |
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| Sentinus | 31k | $2.0M | 12% | Sep 2025 |
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| Stifel Financial | 31k | $2.0M | 1% | Sep 2025 |
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| Focus Financial Network | 31k | $2.0M | 45% | Sep 2025 |
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| National Bank Of Canada /fi/ | 31k | $2.0M | 6% | Sep 2025 |
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| Concurrent Investment Advisors | 30k | $1.9M | 7% | Sep 2025 |
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| Global Assets Advisory | 29k | $1.8M | 40% | Sep 2025 |
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| Harbor Group | 28k | $1.8M | 0% | Sep 2025 |
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| HighTower Advisors | 28k | $1.8M | 6% | Sep 2025 |
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| Janney Montgomery Scott | 28k | $1.8M | -1% | Sep 2025 |
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| Lido Advisors | 28k | $1.8M | 1% | Sep 2025 |
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| Captrust Financial Advisors | 28k | $1.8M | -4% | Sep 2025 |
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| RTD Financial Advisors | 27k | $1.7M | 2% | Sep 2025 |
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| Prentice Wealth Management | 27k | $1.7M | 1% | Sep 2025 |
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| Susquehanna International | 26k | $1.7M | -55% | Sep 2025 |
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| Mutual Advisors | 26k | $1.7M | 5% | Sep 2025 |
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| TrueNorth | 26k | $1.6M | -23% | Sep 2025 |
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| Equitable Holdings | 26k | $1.6M | 9% | Sep 2025 |
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| Benjamin Edwards | 26k | $1.6M | 18% | Sep 2025 |
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| Perigon Wealth Management | 25k | $1.6M | 3% | Sep 2025 |
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| Ameriflex Group | 25k | $1.6M | 81% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 25k | $1.6M | 2% | Sep 2025 |
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| Hanson McClain Advisors | 24k | $1.5M | -1% | Sep 2025 |
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| Worth Financial Advisory Group | 24k | $1.5M | -8% | Sep 2025 |
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| Legacy Financial Group | 23k | $1.4M | 0% | Jun 2025 |
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| Savant Capital Management | 23k | $1.5M | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 23k | $1.5M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 23k | $1.5M | -4% | Sep 2025 |
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| Coco Enterprises | 23k | $1.5M | -2% | Sep 2025 |
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| Kingswood Wealth Advisors | 23k | $1.5M | 117% | Sep 2025 |
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| Rockefeller Capital Management | 23k | $1.5M | 14% | Sep 2025 |
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| Weitzel Financial Services | 23k | $1.4M | 25% | Sep 2025 |
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| Moss Adams Wealth Advisors | 22k | $1.4M | 35% | Sep 2025 |
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| Renaissance Technologies | 22k | $1.4M | -58% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 22k | $1.4M | -13% | Sep 2025 |
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| Capital Insight Partners | 21k | $1.4M | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 21k | $1.3M | 76% | Sep 2025 |
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| Integrity Financial Corp | 21k | $1.3M | -7% | Sep 2025 |
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| Sage Financial | 21k | $1.3M | -2% | Sep 2025 |
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| First Heartland Consultants | 20k | $1.3M | 170% | Sep 2025 |
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| United Capital Financial Advisers | 20k | $1.3M | 3% | Sep 2025 |
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| Institute For Wealth Management | 20k | $1.3M | -1% | Sep 2025 |
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| Bank Of Montreal | 20k | $1.2M | 100% | Jun 2025 |
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| Global Retirement Partners | 20k | $1.3M | 51% | Sep 2025 |
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| SimpliFi | 19k | $1.2M | -4% | Sep 2025 |
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| Waterloo Capital | 18k | $1.2M | -10% | Sep 2025 |
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| Ausdal Financial Partners | 18k | $1.1M | 327% | Sep 2025 |
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| Moneta Group Investment Advisors | 18k | $1.1M | 11% | Sep 2025 |
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| Stratos Wealth Partners | 18k | $1.1M | 1% | Sep 2025 |
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| WestEnd Advisors | 18k | $1.1M | -60% | Sep 2025 |
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| Dynamic Advisors Solutions | 18k | $1.1M | -4% | Sep 2025 |
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| Milestone Asset Management | 17k | $1.1M | 4% | Sep 2025 |
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| Northstar | 17k | $1.1M | -4% | Sep 2025 |
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| AE Wealth Management | 17k | $1.1M | -27% | Sep 2025 |
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| Gallacher Capital Management | 17k | $1.1M | -13% | Sep 2025 |
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| Martin Worley Group | 17k | $1.1M | -5% | Jun 2025 |
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| MPS Loria Financial Planners | 17k | $1.1M | 13% | Sep 2025 |
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| Wagner Bowman Management | 17k | $1.1M | 0% | Sep 2025 |
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| Sequoia Financial Advisors | 17k | $1.1M | 100% | Sep 2025 |
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| One Capital Management | 17k | $1.1M | -21% | Sep 2025 |
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| Greystone Financial Group | 16k | $1.1M | 5% | Sep 2025 |
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| J.w. Cole Advisors | 16k | $1.0M | 38% | Sep 2025 |
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| Sigma Planning | 16k | $1.0M | -1% | Sep 2025 |
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| IMG Wealth Management | 15k | $992k | -10% | Sep 2025 |
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| Hartland & Co | 15k | $987k | 0% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 15k | $978k | -5% | Sep 2025 |
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| Central Trust & Investment | 15k | $974k | 4% | Sep 2025 |
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| Buckingham Strategic Partners | 15k | $984k | -67% | Sep 2025 |
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| Westmount Partners | 15k | $961k | 19% | Sep 2025 |
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| Resources Investment Advisors | 15k | $933k | 27% | Sep 2025 |
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| High Falls Advisors | 14k | $919k | -5% | Sep 2025 |
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| Jones Financial Companies, L.L | 13k | $853k | 44% | Sep 2025 |
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| Mml Investors Services | 13k | $845k | 288% | Sep 2025 |
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| PDS Planning | 13k | $825k | -9% | Sep 2025 |
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| PFG Private Wealth Management | 13k | $809k | 100% | Sep 2025 |
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| Integrity Wealth Solutions | 13k | $809k | 9% | Sep 2025 |
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| NVWM | 13k | $808k | 9% | Sep 2025 |
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| LLBH Private Wealth Management | 11k | $682k | -37% | Sep 2025 |
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| Trilogy Capital | 9.5k | $612k | -39% | Sep 2025 |
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| Atria Wealth Solutions | 8.2k | $506k | -47% | Jun 2025 |
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| Goss Wealth Management | 7.2k | $463k | -50% | Sep 2025 |
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| Engineers Gate Manager | 4.8k | $309k | -64% | Sep 2025 |
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| Citadel Advisors | 4.1k | $266k | -90% | Sep 2025 |
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| Reyes Financial Architecture | 3.2k | $208k | -76% | Sep 2025 |
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| Gts Securities | 3.1k | $203k | -87% | Sep 2025 |
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| NBT Bank | 64.00 | $6.4M | -100% | Sep 2025 |
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Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elevation Capital Advisory | Jun 2025 | 99k | $6.1M |
| Ethos Financial Group | Jun 2025 | 43k | $2.6M |
| David R. Rahn Inc. dba Avalon Capital Management | Jun 2025 | 34k | $2.1M |
| Retireful | Jun 2025 | 25k | $1.6M |
| Oxinas Partners Wealth Management | Jun 2025 | 18k | $1.1M |