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 | ||
|---|---|---|---|---|---|---|
| BlackRock | 1.4M | $79M | 2% | Jun 2021 | ||
| Bank of America Corporation | 1.1M | $63M | -5% | Jun 2021 | ||
| AE Wealth Management | 953k | $53M | 2438% | Sep 2021 | ||
| Bell Investment Advisors | 511k | $28M | 100% | Sep 2021 | ||
| Wells Fargo & Company | 376k | $21M | -2% | Jun 2021 | ||
| Assetmark | 376k | $21M | 2% | Sep 2021 | ||
| Morgan Stanley | 286k | $16M | 100% | Jun 2021 | ||
| LPL Financial | 266k | $15M | 0% | Jun 2021 | ||
| Wilbanks Smith & Thomas Asset Management | 236k | $13M | 4% | Sep 2021 | ||
| Cambridge Investment Research Advisors | 206k | $11M | -2% | Sep 2021 | ||
| Kestra Advisory Services | 201k | $11M | 0% | Jun 2021 | ||
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| Advisor Group Holdings | 180k | $10M | 20% | Sep 2021 | ||
| Royal Bank of Canada | 170k | $9.5M | 0% | Jun 2021 | ||
| Aveo Capital Partners | 167k | $9.3M | 0% | Jun 2021 | ||
| UBS Group | 164k | $9.2M | -8% | Jun 2021 | ||
| Raymond James Financial Services Advisors | 147k | $8.2M | -2% | Sep 2021 | ||
| Bank of New York Mellon | 126k | $0 | 2% | Sep 2021 | ||
| Commonwealth Equity Services | 116k | $6.4M | 4% | Sep 2021 | ||
| Weaver Consulting Group | 91k | $5.1M | 1% | Sep 2021 | ||
| Fort Henry Capital | 84k | $4.7M | 5% | Jun 2021 | ||
| Madrona Financial Services | 83k | $4.6M | 5% | Sep 2021 | ||
| Aspiriant | 82k | $4.6M | 52% | Jun 2021 | ||
| LBMC Investment Advisors | 79k | $4.4M | -3% | Jun 2021 | ||
| Calton & Associates | 78k | $4.3M | 25% | Sep 2021 | ||
| Patton Albertson & Miller | 76k | $4.3M | -3% | Jun 2021 | ||
| Harrell Investment Partners | 74k | $4.1M | 3% | Sep 2021 | ||
| Warren Averett Asset Management | 69k | $3.9M | 3% | Jun 2021 | ||
| Northwest Wealth Management | 63k | $3.5M | 0% | Jun 2021 | ||
| Sage Financial | 63k | $3.5M | 3% | Sep 2021 | ||
| Strategic Financial | 51k | $2.8M | -4% | Sep 2021 | ||
| Strategic Family Wealth Counselors | 51k | $2.8M | -1% | Sep 2021 | ||
| Visionary Wealth Advisors | 49k | $2.7M | 10% | Sep 2021 | ||
| Burt Wealth Advisors | 49k | $2.7M | 0% | Jun 2021 | ||
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 46k | $2.6M | 1% | Jun 2021 | ||
| Mercer Global Advisors | 46k | $2.6M | 313% | Jun 2021 | ||
| Ameriprise Financial | 45k | $2.5M | -1% | Jun 2021 | ||
| Citadel Advisors | 43k | $2.4M | 25% | Jun 2021 | ||
| Brown Advisory Holdings Incorporated | 41k | $2.3M | 100% | Sep 2021 | ||
| Ohe Financial | 40k | $2.3M | -3% | Jun 2021 | ||
| Envestnet Asset Management | 40k | $2.2M | 28% | Sep 2021 | ||
| Branch Banking & Trust Company | 39k | $2.2M | -4% | Sep 2021 | ||
| GW & Wade | 39k | $2.2M | 3% | Sep 2021 | ||
| Polaris Wealth Advisers | 38k | $2.1M | -1% | Jun 2021 | ||
| GeoWealth Management | 38k | $2.1M | 100% | Sep 2021 | ||
| Brookstone Capital Management | 37k | $2.0M | 2% | Sep 2021 | ||
| Kuehl Shepherd Kozlowski & Associates | 34k | $1.9M | -2% | Sep 2021 | ||
| Kovack Advisors | 33k | $1.8M | -10% | Sep 2021 | ||
| TRUE Private Wealth Advisors | 32k | $1.8M | 8% | Sep 2021 | ||
| BlueCrest Capital Management | 31k | $1.8M | 147% | Jun 2021 | ||
| Reston Wealth Management | 30k | $1.7M | 10% | Jun 2021 | ||
| Advisor Resource Council | 30k | $1.7M | 66% | Sep 2021 | ||
| Old Mission Capital | 30k | $1.7M | 399% | Sep 2021 | ||
| Northstar | 30k | $1.7M | -1% | Sep 2021 | ||
| First Ascent Asset Management | 29k | $1.6M | 2% | Jun 2021 | ||
| Private Advisor | 29k | $1.6M | 2% | Jun 2021 | ||
| Stratos Wealth Partners | 27k | $1.5M | -2% | Jun 2021 | ||
| Capital Insight Partners | 25k | $1.4M | 7% | Jun 2021 | ||
| Nicolet Advisory Services | 25k | $1.4M | -4% | Sep 2021 | ||
| PFG Advisors | 25k | $1.4M | 100% | Sep 2021 | ||
| AdvisorNet Financial | 24k | $1.4M | 5% | Jun 2021 | ||
| Cahaba Wealth Management | 24k | $1.3M | -18% | Jun 2021 | ||
| Oxford Financial | 22k | $1.2M | 3% | Jun 2021 | ||
| Pacific Capital Wealth Advisors | 22k | $1.2M | -2% | Sep 2021 | ||
| Legacy Financial Group | 21k | $1.2M | 41% | Sep 2021 | ||
| SimpliFi | 19k | $1.1M | 100% | Jun 2021 | ||
| Dynamic Advisors Solutions | 19k | $1.1M | -3% | Sep 2021 | ||
| Harbour Investments | 19k | $1.1M | -11% | Jun 2021 | ||
| Moors & Cabot | 19k | $3.6M | 100% | Sep 2021 | ||
| McKinley Carter Wealth Services | 18k | $1.0M | 6% | Sep 2021 | ||
| Relative Value Partners | 18k | $988k | 100% | Sep 2021 | ||
| Wealthquest | 18k | $991k | -11% | Jun 2021 | ||
| Professional Financial Advisors | 17k | $967k | 0% | Jun 2021 | ||
| Archford Capital Strategies | 17k | $942k | -13% | Jun 2021 | ||
| Fifth Third Bancorp | 17k | $931k | -32% | Jun 2021 | ||
| Scotia Capital | 16k | $915k | 16% | Jun 2021 | ||
| Cardan Capital Partners | 16k | $872k | 5% | Sep 2021 | ||
| Sunbelt Securities | 15k | $807k | 8% | Jun 2021 | ||
| Efficient Advisors | 14k | $789k | -4% | Sep 2021 | ||
| Financial Network Investment Corporation | 14k | $767k | -3% | Sep 2021 | ||
| Integrated Wealth Concepts | 14k | $773k | -3% | Jun 2021 | ||
| Trilogy Capital | 14k | $759k | -25% | Jun 2021 | ||
| Great Point Wealth Advisors | 13k | $716k | 0% | Sep 2021 | ||
| Jane Street | 13k | $701k | 100% | Jun 2021 | ||
| Financial Strategies Group | 12k | $697k | -3% | Jun 2021 | ||
| Liberty Wealth Management | 12k | $220k | 5500% | Jun 2021 | ||
| Frank. Day | 12k | $687k | 7% | Jun 2021 | ||
| Lincoln National | 12k | $669k | 0% | Sep 2021 | ||
| United Capital Financial Advisers | 12k | $664k | 4% | Jun 2021 | ||
| Geneos Wealth Management | 12k | $654k | -1% | Sep 2021 | ||
| Tempus Wealth Planning | 12k | $645k | 1% | Sep 2021 | ||
| Fullen Financial Group | 12k | $648k | -5% | Jun 2021 | ||
| H D Vest Advisory Services | 12k | $647k | 2% | Jun 2021 | ||
| Janney Montgomery Scott | 11k | $619k | -4% | Sep 2021 | ||
| Greystone Financial Group | 11k | $611k | -19% | Sep 2021 | ||
| Camarda Wealth Advisory | 11k | $606k | -6% | Sep 2021 | ||
| High Falls Advisors | 11k | $610k | 109% | Jun 2021 | ||
| Cetera Investment Advisers | 11k | $600k | 2% | Sep 2021 | ||
| Western Wealth Management | 11k | $596k | 0% | Jun 2021 | ||
| Boston Research and Management | 10k | $569k | -7% | Jun 2021 | ||
| Belpointe Asset Management | 10k | $568k | 100% | Jun 2021 | ||
| Cardinal Point Wealth Management | 9.5k | $525k | 100% | Sep 2021 | ||
| Ahrens Investment Partners | 9.3k | $518k | 4% | Sep 2021 | ||
| Canal Capital Management | 9.2k | $513k | -4% | Jun 2021 | ||
| CliftonLarsonAllen Wealth Advisors | 9.0k | $499k | 104% | Sep 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 8.9k | $494k | 0% | Sep 2021 | ||
| Arbor Investment Advisors | 8.9k | $493k | 1% | Sep 2021 | ||
| Summit Financial Wealth Advisors | 8.5k | $470k | 0% | Sep 2021 | ||
| Captrust Financial Advisors | 8.5k | $475k | 2% | Jun 2021 | ||
| Hubbell Strickland Wealth Management | 8.5k | $469k | -1% | Sep 2021 | ||
| Gladstone Institutional Advisory | 8.4k | $468k | 0% | Jun 2021 | ||
| Beacon Financial Advisory | 8.2k | $461k | 8% | Jun 2021 | ||
| Rockefeller Capital Management | 8.2k | $456k | -7% | Sep 2021 | ||
| CPCM | 8.0k | $444k | 45% | Sep 2021 | ||
| Syverson Strege & Co | 7.9k | $445k | 11% | Jun 2021 | ||
| BBK Capital Partners | 7.9k | $442k | 99% | Jun 2021 | ||
| Mutual Advisors | 7.9k | $441k | -30% | Jun 2021 | ||
| Jacobsen Capital Management | 7.7k | $428k | -1% | Sep 2021 | ||
| Prospera Financial Services | 7.5k | $419k | 1% | Jun 2021 | ||
| F3Logic | 7.4k | $410k | 8% | Sep 2021 | ||
| HighTower Advisors | 7.4k | $411k | 2% | Sep 2021 | ||
| Koss-Olinger Consulting | 7.3k | $406k | 0% | Sep 2021 | ||
| Kingsview Wealth Management | 7.1k | $398k | 15% | Jun 2021 | ||
| NVWM | 7.0k | $388k | 13% | Sep 2021 | ||
| Trustcore Financial Services | 6.7k | $370k | 0% | Sep 2021 | ||
| Private Portfolio Partners | 6.7k | $370k | 0% | Sep 2021 | ||
| IFP Advisors | 6.5k | $367k | 530% | Jun 2021 | ||
| Coastal Capital Group | 6.5k | $364k | -9% | Jun 2021 | ||
| Divergent Planning | 6.5k | $361k | 4% | Jun 2021 | ||
| Equitable Holdings | 6.5k | $360k | 1% | Sep 2021 | ||
| Frontier Wealth Management | 6.2k | $350k | 8% | Jun 2021 | ||
| Mascoma Wealth Management | 6.2k | $347k | 29% | Jun 2021 | ||
| Harbor Investment Advisory | 6.1k | $341k | 4% | Jun 2021 | ||
| Orin Green Financial | 6.1k | $337k | 0% | Sep 2021 | ||
| ARGI Investment Services | 6.1k | $339k | 27% | Jun 2021 | ||
| IHT Wealth Management | 6.1k | $339k | 13% | Jun 2021 | ||
| Hanson McClain Advisors | 5.9k | $328k | 13% | Sep 2021 | ||
| Brighton Jones | 5.8k | $324k | 100% | Sep 2021 | ||
| Lloyd Advisory Services | 5.8k | $321k | 3452% | Sep 2021 | ||
| ValMark Advisers | 5.7k | $317k | 100% | Sep 2021 | ||
| John W. Brooker & Co., CPAs | 5.6k | $308k | -33% | Sep 2021 | ||
| Financial Services Advisory | 5.5k | $308k | 0% | Sep 2021 | ||
| FMR | 5.4k | $302k | 0% | Jun 2021 | ||
| Occidental Asset Management | 5.4k | $299k | 0% | Sep 2021 | ||
| Stifel Financial | 5.3k | $298k | 0% | Jun 2021 | ||
| Godshalk Welsh Capital Management | 5.3k | $293k | 5% | Sep 2021 | ||
| Tiedemann Wealth Management | 5.3k | $292k | -11% | Sep 2021 | ||
| Raymond James & Associates | 5.2k | $287k | -9% | Sep 2021 | ||
| RMB Capital Management | 5.0k | $280k | 100% | Jun 2021 | ||
| Rothschild Investment Corp | 5.0k | $280k | 0% | Jun 2021 | ||
| U.S. Capital Wealth Advisors | 5.0k | $277k | 100% | Sep 2021 | ||
| Midwest Professional Planners | 4.9k | $272k | -7% | Sep 2021 | ||
| Financial Advocates Investment Management | 4.8k | $267k | -89% | Sep 2021 | ||
| Stonehearth Capital Management | 4.6k | $258k | -29% | Jun 2021 | ||
| Brandywine Oak Private Wealth | 4.6k | $255k | -10% | Jun 2021 | ||
| Cowa | 4.5k | $247k | -20% | Sep 2021 | ||
| Ancora Advisors | 3.7k | $207k | -38% | Jun 2021 | ||
| Lido Advisors | 3.3k | $597k | -70% | Sep 2021 | ||
| Centaurus Financial | 3.1k | $173k | -63% | Sep 2021 | ||
Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arq Wealth Advisors | Jun 2021 | 192k | $11M |
| Marino, Stram & Associates | Mar 2021 | 75k | $4.0M |
| Little House Capital | Mar 2021 | 50k | $2.7M |
| Carroll Financial Associates | Jun 2021 | 13k | $713k |
| Roman Butler Fullerton & Co | Mar 2021 | 12k | $631k |
| Great Valley Advisor Group | Mar 2021 | 11k | $585k |
| Susquehanna International | Mar 2021 | 6.0k | $319k |
| Fca Corp | Jun 2021 | 5.8k | $327k |
| RFG Advisory | Mar 2021 | 5.8k | $308k |
| Alexandria Capital | Jun 2021 | 5.4k | $301k |