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 Actions
BlackRock 1.5M $79M 1% Jun 2023
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Wells Fargo & Company 650k $32M 18% Sep 2023
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Aspiriant 521k $26M 7% Sep 2023
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Assetmark 344k $17M 0% Sep 2023
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Strategic Wealth Partners 332k $16M -1% Sep 2023
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Morgan Stanley 331k $16M 48% Sep 2023
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Advisor Group Holdings 320k $17M 3% Jun 2023
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Consilium Wealth Advisory 301k $15M 0% Sep 2023
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LPL Financial 280k $14M 3% Jun 2023
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UBS Group 208k $10M 15% Sep 2023
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Warren Averett Asset Management 190k $9.4M 0% Sep 2023
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Cambridge Investment Research Advisors 172k $8.5M 1% Sep 2023
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Royal Bank of Canada 171k $8.8M 100% Jun 2023
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AE Wealth Management 169k $8.3M 490% Sep 2023
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Kestra Advisory Services 169k $8.7M -8% Jun 2023
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Bell Investment Advisors 157k $7.8M -11% Sep 2023
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Aveo Capital Partners 133k $6.6M 2% Sep 2023
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Bank of New York Mellon 132k $6.5M -8% Sep 2023
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BSW Wealth Partners 130k $6.4M -8% Sep 2023
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Branch Banking & Trust Company 118k $5.8M -1% Sep 2023
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WestEnd Advisors 116k $5.7M 367% Sep 2023
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Raymond James & Associates 110k $5.4M 44% Sep 2023
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Richard Bernstein Advisors 106k $5.4M -34% Jun 2023
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TRUE Private Wealth Advisors 98k $5.1M 7% Jun 2023
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Oakmont Partners 93k $4.6M 100% Sep 2023
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Commonwealth Equity Services 84k $4.1M 3% Sep 2023
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Unique Wealth 83k $4.1M -4% Sep 2023
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Stifel Financial 82k $4.1M 6% Sep 2023
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LBMC Investment Advisors 81k $3.9M 0% Sep 2023
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Patton Albertson & Miller 80k $3.9M -5% Sep 2023
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Weaver Consulting Group 77k $3.8M 1% Sep 2023
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Wealth Enhancement Advisory Services 74k $3.7M 100% Sep 2023
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Marino, Stram & Associates 73k $3.6M -2% Sep 2023
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Jane Street 69k $3.4M 52% Sep 2023
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Brookstone Capital Management 68k $3.3M 2% Sep 2023
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Burt Wealth Advisors 67k $3.3M 0% Sep 2023
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Fort Henry Capital 66k $3.2M 1% Sep 2023
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Envestnet Asset Management 61k $3.1M 14% Jun 2023
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Ellenbecker Investment Group 61k $3.0M 12% Sep 2023
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First Ascent Asset Management 60k $3.0M 4% Sep 2023
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Viewpoint Investment Partners Corp 58k $2.8M 0% Sep 2023
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Lodestar Private Asset Management 56k $2.8M 9% Sep 2023
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Northwest Wealth Management 56k $2.8M 0% Sep 2023
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Janney Montgomery Scott 55k $2.7M 151% Sep 2023
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Raymond James Financial Services Advisors 54k $2.7M -22% Sep 2023
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GW & Wade 53k $2.6M 6% Sep 2023
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First Foundation Advisors 52k $2.6M -15% Sep 2023
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RTD Financial Advisors 51k $2.5M 8% Sep 2023
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Strategic Family Wealth Counselors 50k $2.6M 0% Jun 2023
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Strategic Financial 48k $2.4M 2% Sep 2023
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Ameriprise Financial 46k $2.3M 27% Sep 2023
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National Bank Of Canada /fi/ 44k $2.2M -9% Sep 2023
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Ohe Financial 44k $2.3M 0% Jun 2023
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Visionary Wealth Advisors 43k $2.1M 0% Sep 2023
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Polaris Wealth Advisers 40k $2.0M 2% Sep 2023
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CI Private Wealth 40k $2.0M 0% Sep 2023
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Goldman Sachs Group 38k $1.9M 249% Sep 2023
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Worth Financial Advisory Group 38k $1.9M 1% Sep 2023
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FinTrust Capital Advisors 35k $1.7M 78% Sep 2023
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H D Vest Advisory Services 34k $1.7M 15% Sep 2023
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Integrated Advisors Network 33k $1.6M 0% Sep 2023
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Multi-Financial Securities 33k $1.6M 498% Sep 2023
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John W. Brooker & Co., CPAs 33k $1.6M 0% Sep 2023
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Hanson McClain Advisors 31k $1.5M 3% Sep 2023
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Kingsview Wealth Management 31k $1.5M -6% Sep 2023
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Integrity Financial Corp 30k $1.5M -11% Jun 2023
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Legacy Financial Group 29k $1.5B -8% Sep 2023
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Harbour Investments 29k $1.4M 1% Sep 2023
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Capital Insight Partners 29k $1.4M 2% Sep 2023
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Hrt Financial 28k $1.4M -22% Jun 2023
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Coco Enterprises 26k $1.3M 100% Jun 2023
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CliftonLarsonAllen Wealth Advisors 25k $1.2M 21% Sep 2023
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Financial Network Investment Corporation 25k $1.2M -8% Sep 2023
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Northstar 25k $1.2M -4% Sep 2023
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Captrust Financial Advisors 24k $1.2M -10% Sep 2023
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Bank Of Montreal 24k $1.2M -86% Sep 2023
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Pacific Capital Wealth Advisors 23k $1.1M 1% Sep 2023
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Stratos Wealth Partners 22k $1.1M 0% Sep 2023
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SimpliFi 22k $1.1M 1% Sep 2023
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Northwestern Mutual Wealth Management Company 21k $1.0M -4% Sep 2023
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Wagner Bowman Management 21k $1.0M -1% Sep 2023
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Global Assets Advisory 20k $997k 9% Sep 2023
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Dynamic Advisors Solutions 20k $993k 12% Sep 2023
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PDS Planning 20k $990k 0% Sep 2023
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Private Capital Management 20k $1.0M -17% Jun 2023
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Private Advisor 20k $965k 9% Sep 2023
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TrinityPoint Wealth 19k $959k 259% Sep 2023
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Integrated Wealth Concepts 19k $940k -1% Sep 2023
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Relative Value Partners 19k $974k 0% Jun 2023
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Mutual Advisors 19k $965k 9% Jun 2023
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United Capital Financial Advisers 18k $874k 49% Sep 2023
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Central Trust & Investment 18k $872k 100% Sep 2023
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Mercer Global Advisors 17k $857k 1% Sep 2023
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Sage Financial 17k $852k -8% Sep 2023
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AdvisorNet Financial 17k $834k -11% Sep 2023
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Oxinas Partners Wealth Management 17k $822k -3% Sep 2023
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Tiedemann Wealth Management 17k $813k 0% Sep 2023
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Oxford Financial 16k $845k 0% Jun 2023
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Trilogy Capital 16k $805k 0% Sep 2023
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Archford Capital Strategies 16k $781k -2% Sep 2023
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Cardinal Point Capital Management, ULC 16k $766k -24% Sep 2023
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EisnerAmper Wealth Management Corporate Benefits 16k $765k 100% Sep 2023
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Cahaba Wealth Management 15k $754k -8% Sep 2023
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Kestra Private Wealth Services 15k $746k 98% Sep 2023
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McKinley Carter Wealth Services 15k $717k 9% Sep 2023
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Lincoln National 14k $702k 1% Sep 2023
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SageView Advisory Group 14k $689k 0% Sep 2023
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High Falls Advisors 14k $686k -3% Sep 2023
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Financial Advocates Investment Management 14k $1.7M 100% Sep 2023
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Rockefeller Capital Management 14k $676k 3% Sep 2023
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Nicolet Advisory Services 14k $661k -9% Sep 2023
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HighTower Advisors 14k $663k 17% Sep 2023
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Wilbanks Smith & Thomas Asset Management 14k $666k -25% Sep 2023
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Greystone Financial Group 13k $664k -1% Sep 2023
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Harbor Group 13k $659k 0% Sep 2023
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Morton Brown Family Wealth 13k $651k -9% Sep 2023
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Victory Capital Management 13k $624k 100% Sep 2023
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Lido Advisors 13k $646k 13% Jun 2023
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Kuehl Shepherd Kozlowski & Associates 12k $601k 0% Sep 2023
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Buttonwood Financial Group 12k $557k 9% Sep 2023
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Tempus Wealth Planning 11k $560k 1% Sep 2023
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New England Private Wealth Advisors 11k $564k 100% Sep 2023
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Mountain Capital Investment Advisors 11k $557k 0% Sep 2023
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Adviser Investments 11k $541k 15% Sep 2023
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RIA Advisory Group 11k $557k -1% Jun 2023
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Zimmermann Investment Management & Planning 11k $533k -7% Sep 2023
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Camarda Wealth Advisory 11k $524k -2% Sep 2023
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ValMark Advisers 11k $517k -2% Sep 2023
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Scotia Capital 10k $511k -13% Sep 2023
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Sentinus 10k $528k 0% Jun 2023
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TBH Global Asset Management 10k $500k -1% Sep 2023
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Waterloo Capital 10k $514k 123% Jun 2023
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Prospera Financial Services 10k $512k 39% Jun 2023
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Wealthquest 9.9k $491k -8% Sep 2023
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Beacon Financial Advisory 9.6k $473k 0% Sep 2023
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Syverson Strege & Co 9.5k $469k 2% Sep 2023
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J Arnold Wealth Management 9.4k $467k 100% Sep 2023
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IFP Advisors 9.1k $450k 2477% Sep 2023
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EFG Asset Management 9.0k $443k 1% Sep 2023
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Fft Wealth Management 8.9k $442k 0% Sep 2023
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Efg Capital International Corp. 8.9k $460k 100% Jun 2023
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Lebenthal Global Advisors 8.9k $439k 100% Sep 2023
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Boston Research and Management 8.8k $435k 0% Sep 2023
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Gladstone Institutional Advisory 8.8k $452k 0% Jun 2023
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Hubbell Strickland Wealth Management 8.7k $429k 0% Sep 2023
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Atlas Capital Advisors 8.6k $424k 25% Sep 2023
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Summit Financial Wealth Advisors 8.5k $436k 0% Jun 2023
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Heirloom Wealth Management 8.4k $416k -12% Sep 2023
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Efficient Advisors 8.1k $400k 1% Sep 2023
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Beacon Pointe Advisors 8.0k $396k -8% Sep 2023
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Jpmorgan Chase & Co 7.2k $371k -51% Jun 2023
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Gallacher Capital Management 7.1k $351k -24% Sep 2023
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Atria Wealth Solutions 6.6k $327k -50% Sep 2023
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G2 Capital Management, Llc / Oh 6.6k $327k -24% Sep 2023
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Renaissance Technologies 6.3k $311k -80% Sep 2023
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Reston Wealth Management 6.1k $303k -43% Sep 2023
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Citadel Advisors 4.7k $231k -56% Sep 2023
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Who sold out of iShares S&P Growth Allocation Fund?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Jun 2023 1.3M $68M
BlueCrest Capital Management Jun 2023 144k $7.4M
Retireful Jun 2023 47k $2.4M
Susquehanna International Mar 2023 23k $1.1M
Old Mission Capital Jun 2023 15k $765k
Frank. Day Mar 2023 12k $620k
Kingswood Wealth Advisors Jun 2023 12k $611k
Worth Asset Management Jun 2023 11k $570k