Who owns iShares S&P Growth Allocation Fund?

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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
BlackRock 1.4M $77M 3% Mar 2021
Bank of America Corporation 1.2M $63M 1% Mar 2021
AE Wealth Management 858k $46M 3285% Mar 2021
Strategic Wealth Partners 744k $40M -8% Mar 2021
Assetmark 555k $30M 2% Mar 2021
Wells Fargo & Company 384k $21M -32% Mar 2021
LPL Financial 266k $14M 3% Mar 2021
Cambridge Investment Research Advisors 202k $11M 3% Mar 2021
Kestra Advisory Services 202k $11M -7% Mar 2021
UBS Group 179k $9.6M 1% Mar 2021
Royal Bank of Canada 171k $9.1M 12% Mar 2021

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Aveo Capital Partners 167k $8.9M 100% Mar 2021
Raymond James Financial Services Advisors 151k $8.1M 14% Mar 2021
Advisor Group Holdings 149k $8.0M -2% Mar 2021
Commonwealth Equity Services 121k $6.5M -17% Mar 2021
Bank of New York Mellon 118k $6.3M 2% Mar 2021
Weaver Consulting Group 90k $4.8M -3% Mar 2021
LBMC Investment Advisors 81k $4.4M -1% Mar 2021
Wilbanks Smith & Thomas Asset Management 81k $4.4M 100% Mar 2021
Fort Henry Capital 80k $4.3M 8% Mar 2021
Patton Albertson & Miller 79k $4.2M -7% Mar 2021
Madrona Financial Services 78k $4.2M 7% Mar 2021
Marino, Stram & Associates 75k $4.0M -2% Mar 2021
Warren Averett Asset Management 66k $3.7M 10% Mar 2021
Calton & Associates 64k $3.4M 968% Mar 2021
Northwest Wealth Management 63k $3.4M 1% Mar 2021
Sage Financial 62k $3.3M -25% Mar 2021
Aspiriant 54k $2.9M 43% Mar 2021
Strategic Family Wealth Counselors 51k $2.7M 0% Mar 2021
Strategic Financial 51k $2.7M 5% Mar 2021
Little House Capital 50k $2.7M 100% Mar 2021
Harrell Investment Partners 50k $2.7M 51% Mar 2021
Burt Wealth Advisors 49k $2.6M 0% Mar 2021
Visionary Wealth Advisors 47k $2.5M -6% Mar 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 46k $2.5M 17% Mar 2021
Ameriprise Financial 46k $2.4M -2% Mar 2021
Ohe Financial 42k $2.2M -14% Mar 2021
Polaris Wealth Advisers 39k $2.1M -4% Mar 2021
Brookstone Capital Management 38k $2.0M 11% Mar 2021
GW & Wade 38k $2.0M 39% Mar 2021
Kovack Advisors 38k $2.0M 100% Mar 2021
Branch Banking & Trust Company 36k $1.9M -53% Mar 2021
Citadel Advisors 35k $1.9M 100% Mar 2021
Kuehl Shepherd Kozlowski & Associates 34k $1.9M 3% Mar 2021
Northstar 33k $1.8M -9% Mar 2021
TRUE Private Wealth Advisors 30k $1.6M -4% Mar 2021
Cahaba Wealth Management 29k $1.6M -1% Mar 2021
First Ascent Asset Management 29k $1.5M 9% Mar 2021
Private Advisor 29k $1.5M 19% Mar 2021
Reston Wealth Management 28k $1.5M -5% Mar 2021
Stratos Wealth Partners 27k $1.5M -6% Mar 2021
Nicolet Advisory Services 26k $1.4M -6% Mar 2021
Ausdal Financial Partners 25k $1.4M -7% Mar 2021
Fifth Third Bancorp 25k $1.3M 24% Mar 2021
Envestnet Asset Management 24k $1.3M -12% Mar 2021
Capital Insight Partners 24k $1.3M 7% Mar 2021
Dynamic Advisors Solutions 24k $1.3M 1% Mar 2021
AdvisorNet Financial 23k $1.2M 0% Mar 2021
Oxford Financial 22k $1.2M -45% Mar 2021
HighTower Advisors 20k $1.1M 217% Mar 2021
Wealthquest 20k $1.1M 25% Mar 2021
Archford Capital Strategies 19k $1.1M -8% Mar 2021
Trilogy Capital 18k $969k -7% Mar 2021
Professional Financial Advisors 17k $925k -38% Mar 2021
McKinley Carter Wealth Services 17k $893k 100% Mar 2021
Cardan Capital Partners 15k $811k -13% Mar 2021
Efficient Advisors 15k $805k -31% Mar 2021
Integrated Wealth Concepts 14k $758k 100% Mar 2021
Scotia Capital 14k $753k 30% Mar 2021
Financial Network Investment Corporation 14k $752k 0% Mar 2021
Greystone Financial Group 14k $758k 9% Mar 2021
Tempus Wealth Planning 14k $730k 0% Mar 2021
Geneos Wealth Management 14k $742k -4% Mar 2021
Sunbelt Securities 13k $716k -13% Mar 2021
Great Point Wealth Advisors 13k $700k -9% Mar 2021
Camarda Wealth Advisory 13k $693k 11% Mar 2021
Financial Strategies Group 13k $688k 2% Mar 2021
Carroll Financial Associates 13k $713k -3% Jun 2021
BlueCrest Capital Management 13k $681k 100% Mar 2021
Legacy Financial Group 13k $681k 14% Mar 2021
RDA Financial Network 13k $672k -1% Mar 2021
Fullen Financial Group 12k $652k 3% Mar 2021
Janney Montgomery Scott 12k $643k 10% Mar 2021
Lincoln National 12k $642k -16% Mar 2021
Roman Butler Fullerton & Co 12k $631k 2% Mar 2021
United Capital Financial Advisers 11k $612k -30% Mar 2021
Frank. Day 11k $612k -3% Mar 2021
H D Vest Advisory Services 11k $606k 81% Mar 2021
Mercer Global Advisors 11k $600k 100% Mar 2021
Mutual Advisors 11k $599k 100% Mar 2021
Lido Advisors 11k $590k -16% Mar 2021
Great Valley Advisor Group 11k $585k 4% Mar 2021
Boston Research and Management 11k $583k -11% Mar 2021
Western Wealth Management 11k $569k 15% Mar 2021
Ahrens Investment Partners 10k $551k 10% Mar 2021
Canal Capital Management 9.5k $510k 1% Mar 2021
Compass Advisory Group 9.4k $506k 100% Mar 2021
Nelson, Van Denburg & Campbell Wealth Management 8.9k $477k -19% Mar 2021
Arbor Investment Advisors 8.7k $467k 0% Mar 2021
Centaurus Financial 8.7k $465k 1% Mar 2021
Hubbell Strickland Wealth Management 8.6k $459k -5% Mar 2021
Summit Financial Wealth Advisors 8.5k $443k 0% Mar 2021
Cetera Investment Advisers 8.5k $454k 23% Mar 2021
Captrust Financial Advisors 8.3k $443k -25% Mar 2021
Jacobsen Capital Management 7.9k $424k -30% Mar 2021
Rockefeller Capital Management 7.9k $420k 100% Mar 2021
Jpmorgan Chase & Co 7.8k $418k 6% Mar 2021
John W. Brooker & Co., CPAs 7.7k $411k 605% Mar 2021
Beacon Financial Advisory 7.6k $408k 0% Mar 2021
Prospera Financial Services 7.4k $396k 11% Mar 2021
Koss-Olinger Consulting 7.4k $395k 100% Mar 2021
Midwest Professional Planners 7.2k $300k -4% Mar 2021
Cowa 7.2k $393k 10% Mar 2021
Coastal Capital Group 7.2k $384k 15% Mar 2021
Syverson Strege & Co 7.1k $382k 3% Mar 2021
F3Logic 6.9k $368k -4% Mar 2021
Trustcore Financial Services 6.7k $357k 0% Mar 2021
Private Portfolio Partners 6.6k $356k 0% Mar 2021
Stonehearth Capital Management 6.5k $350k 2% Mar 2021
Divergent Planning 6.2k $341k -18% Mar 2021
Kingsview Wealth Management 6.1k $332k 11% Mar 2021
Lighthouse Financial Advisors 6.1k $324k 10% Mar 2021
Susquehanna International 6.0k $319k -36% Mar 2021
Ancora Advisors 5.9k $319k 1987% Mar 2021
Tiedemann Wealth Management 5.9k $319k 0% Mar 2021
Harbor Investment Advisory 5.9k $314k 3% Mar 2021
Orin Green Financial 5.9k $314k -9% Mar 2021
Alexandria Capital 5.8k $309k 0% Mar 2021
RFG Advisory 5.8k $308k -5% Mar 2021
Occidental Asset Management 5.5k $296k 5% Mar 2021
Financial Advocates Investment Management 5.4k $292k -63% Mar 2021
FMR 5.4k $289k -33% Mar 2021
Stifel Financial 5.3k $285k -44% Mar 2021
Boston Standard Wealth Management 5.2k $279k -2% Mar 2021
High Falls Advisors 5.2k $279k 100% Mar 2021
NVWM 5.2k $279k 15% Mar 2021
Brandywine Oak Private Wealth 5.1k $272k 1% Mar 2021
Godshalk Welsh Capital Management 5.0k $270k -2% Mar 2021
Rothschild Investment Corp 5.0k $268k 0% Mar 2021
Equitable Holdings 5.0k $266k 100% Mar 2021
Mascoma Wealth Management 4.8k $257k 100% Mar 2021
ARGI Investment Services 4.8k $256k -8% Mar 2021
Marshall Financial Group 4.8k $255k -33% Mar 2021
Capital Investment Advisory Services 4.8k $254k -2% Mar 2021
Orion Portfolio Solutions 4.7k $251k 0% Mar 2021
Charles Schwab Investment Advisory 4.7k $250k 100% Mar 2021
Hanson McClain Advisors 4.6k $246k -48% Mar 2021
Howard Wealth Management 4.6k $245k 3% Mar 2021
Financial Services Advisory 4.6k $245k 100% Mar 2021
Capital Advisors Wealth Management 4.5k $242k 100% Mar 2021
Raymond James & Associates 4.4k $238k -50% Mar 2021
Van Hulzen Asset Management 4.2k $223k -9% Mar 2021
IFG Advisory 3.9k $207k -22% Mar 2021
IFP Advisors 1.0k $54k -97% Mar 2021

Who sold out of iShares S&P Growth Allocation Fund?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 281k $15M
Arq Wealth Advisors Dec 2020 179k $9.4M
Qube Research & Technologies Dec 2020 63k $3.3M
FormulaFolio Investments Dec 2020 29k $1.5M
Renaissance Technologies Dec 2020 23k $1.2M
Sawtooth Asset Management Dec 2020 17k $891k
PFG Advisors Dec 2020 5.7k $296k
Lebenthal Global Advisors Dec 2020 5.3k $277k
Glovista Investments Dec 2020 5.0k $261k
Corepath Wealth Partners Dec 2020 4.9k $259k
Almanack Investment Partners Dec 2020 4.9k $255k
SlateStone Wealth Dec 2020 4.7k $243k