Who owns iShares S&P Growth Allocation Fund?
- Ticker: AOR
- CUSIP Number: 464289867
Tip: Access positions for across all investors
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 | 1.9M | $123M | 2% | Mar 2026 |
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| LPL Financial | 1.2M | $76M | 28% | Mar 2026 |
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| Worth Asset Management | 690k | $44M | 3% | Mar 2026 |
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| Raymond James Financial | 668k | $43M | 393% | Dec 2025 |
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| Bank of America Corporation | 589k | $38M | 100% | Mar 2026 |
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| Morgan Stanley | 574k | $37M | 100% | Mar 2026 |
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| Mesirow Financial Investment Management International Equity | 563k | $36M | 17% | Mar 2026 |
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| Wells Fargo & Company | 518k | $33M | -57% | Mar 2026 |
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| Aspiriant | 509k | $33M | 6% | Mar 2026 |
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| Consilium Wealth Advisory | 422k | $27M | 32% | Mar 2026 |
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| Barclays | 420k | $27M | 100% | Dec 2025 |
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| Jim Saulnier & Associates | 412k | $27M | 5% | Mar 2026 |
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| Colony | 358k | $23M | 433% | Dec 2025 |
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| Foundations Investment Advisors | 354k | $23M | 10% | Mar 2026 |
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| Assetmark | 286k | $18M | 2% | Mar 2026 |
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| Royal Bank of Canada | 278k | $18M | 40% | Mar 2026 |
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| Madrid Financial Services | 272k | $18M | 100% | Mar 2026 |
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| BSW Wealth Partners | 252k | $16M | 2% | Mar 2026 |
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| Warren Averett Asset Management | 248k | $16M | -3% | Dec 2025 |
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| Lebenthal Global Advisors | 224k | $15M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 215k | $14M | 7% | Mar 2026 |
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| UBS Group | 210k | $14M | -14% | Mar 2026 |
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| Stifel Financial | 179k | $12M | -51% | Mar 2026 |
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| Phil A. Younker & Associates | 177k | $11M | -1% | Mar 2026 |
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| Cetera Investment Advisers | 161k | $10M | 11% | Mar 2026 |
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| Kestra Private Wealth Services | 157k | $10M | 11% | Mar 2026 |
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| Advisor Group Holdings | 153k | $10M | 9% | Dec 2025 |
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| Ellenbecker Investment Group | 146k | $9.4M | 29% | Mar 2026 |
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| Creative Planning | 126k | $8.1M | -2% | Mar 2026 |
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| Lodestar Private Asset Management | 126k | $8.1M | 16% | Mar 2026 |
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| One Capital Management | 124k | $8.0M | 609% | Mar 2026 |
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| TRUE Private Wealth Advisors | 123k | $7.9M | -1% | Mar 2026 |
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| Kestra Advisory Services | 112k | $7.2M | 3% | Mar 2026 |
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| Eight 31 Financial | 110k | $7.1M | 1% | Mar 2026 |
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| Cogent Private Wealth | 108k | $7.0M | 11% | Mar 2026 |
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| NBT Bank | 102k | $6.6M | 157168% | Mar 2026 |
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| Legacy Wealth Partners | 96k | $6.2M | 100% | Mar 2026 |
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| Strategic Family Wealth Counselors | 95k | $6.1M | 2% | Mar 2026 |
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| Envestnet Asset Management | 93k | $6.0M | -53% | Mar 2026 |
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| Unique Wealth | 93k | $6.0M | 1% | Mar 2026 |
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| Wealth Forward | 86k | $5.5M | -1% | Mar 2026 |
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| Bell Investment Advisors | 82k | $5.3M | -9% | Mar 2026 |
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| Weaver Consulting Group | 82k | $5.3M | 6% | Mar 2026 |
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| Prosperity Consulting Group | 82k | $5.2M | 7% | Mar 2026 |
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| Patton Albertson & Miller | 82k | $5.2M | -5% | Mar 2026 |
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| WestEnd Advisors | 80k | $5.2M | 60% | Mar 2026 |
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| Commonwealth Equity Services | 78k | $5.0M | 2% | Mar 2026 |
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| First Foundation Advisors | 75k | $4.8M | -2% | Mar 2026 |
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| LBMC Investment Advisors | 73k | $4.7M | -3% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 70k | $4.5M | 24% | Dec 2025 |
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| CI Private Wealth | 69k | $4.5M | -6% | Mar 2026 |
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| Hanover Advisors | 68k | $4.4M | -33% | Mar 2026 |
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| Elevation Capital Advisory | 67k | $4.3M | 51% | Mar 2026 |
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| Branch Banking & Trust Company | 65k | $4.2M | -41% | Mar 2026 |
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| Brookstone Capital Management | 65k | $4.2M | 1% | Mar 2026 |
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| Mariner Wealth Advisors | 61k | $4.0M | 193% | Mar 2026 |
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| BlueStem Wealth Partners | 61k | $3.9M | 0% | Mar 2026 |
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| Fort Henry Capital | 60k | $3.8M | 0% | Mar 2026 |
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| GeoWealth Management | 59k | $3.8M | 0% | Mar 2026 |
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| Ameriprise Financial | 59k | $3.8M | 6% | Mar 2026 |
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| HighTower Advisors | 58k | $3.7M | 105% | Mar 2026 |
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| Adviser Investments | 58k | $3.7M | -2% | Mar 2026 |
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| Viewpoint Investment Partners Corp | 58k | $5.2M | 0% | Mar 2026 |
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| Richard Bernstein Advisors | 56k | $3.6M | 263% | Mar 2026 |
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| Intrua Financial | 53k | $3.4M | 21% | Mar 2026 |
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| Bank of New York Mellon | 52k | $3.4M | 4% | Mar 2026 |
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| Oakmont Partners | 50k | $3.2M | 0% | Mar 2026 |
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| Financial Advisory Service | 50k | $3.2M | -6% | Dec 2025 |
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| Marino, Stram & Associates | 47k | $3.0M | -1% | Mar 2026 |
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| Dynamic Advisors Solutions | 47k | $3.0M | 178% | Mar 2026 |
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| Harbour Investments | 46k | $3.0M | 4% | Mar 2026 |
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| Strategic Blueprint | 46k | $2.9M | 180% | Mar 2026 |
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| Kingswood Wealth Advisors | 40k | $2.6M | 5% | Mar 2026 |
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| Ohe Financial | 39k | $2.5M | 0% | Mar 2026 |
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| Integrated Advisors Network | 38k | $2.4M | -3% | Mar 2026 |
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| First Heartland Consultants | 37k | $2.4M | 2% | Mar 2026 |
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| Private Advisor | 36k | $2.3M | 10% | Mar 2026 |
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| Visionary Wealth Advisors | 36k | $2.3M | 4% | Mar 2026 |
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| Legacy Advisory Services | 34k | $2.2M | 8% | Mar 2026 |
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| David R. Rahn Inc. dba Avalon Capital Management | 34k | $2.2M | 100% | Dec 2025 |
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| Independent Advisor Alliance | 34k | $2.2M | 100% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 34k | $2.2M | 31% | Mar 2026 |
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| Concurrent Investment Advisors | 33k | $2.1M | 1% | Mar 2026 |
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| Captrust Financial Advisors | 32k | $2.1M | 17% | Dec 2025 |
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| Selby Wealth Management | 32k | $2.1M | 100% | Mar 2026 |
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| Goldman Sachs Group | 32k | $2.1M | 773% | Mar 2026 |
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| Janney Montgomery Scott | 32k | $2.1M | -70% | Mar 2026 |
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| Benjamin Edwards | 32k | $2.1M | 8% | Mar 2026 |
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| National Bank Of Canada /fi/ | 32k | $2.1M | 5% | Dec 2025 |
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| EP Wealth Advisors | 30k | $2.0M | 100% | Mar 2026 |
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| Lido Advisors | 29k | $1.9M | 6% | Mar 2026 |
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| Victory Capital Management | 29k | $1.9M | 100% | Dec 2025 |
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| Mutual Advisors | 28k | $1.8M | 4% | Mar 2026 |
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| Gts Securities | 28k | $1.8M | 790% | Dec 2025 |
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| Harbor Group | 28k | $1.8M | 0% | Mar 2026 |
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| Sentinus | 28k | $1.8M | 5% | Mar 2026 |
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| Weitzel Financial Services | 28k | $1.8M | 14% | Mar 2026 |
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| Susquehanna International | 27k | $1.8M | 3% | Dec 2025 |
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| Prentice Wealth Management | 27k | $1.7M | 3% | Mar 2026 |
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| Equitable Holdings | 26k | $1.7M | -1% | Mar 2026 |
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| Moss Adams Wealth Advisors | 26k | $1.7M | 15% | Mar 2026 |
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| TrueNorth | 26k | $1.7M | 3% | Mar 2026 |
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| RTD Financial Advisors | 26k | $1.7M | 6% | Mar 2026 |
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| Focus Financial Network | 26k | $1.7M | 53% | Mar 2026 |
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| Vines Capital Management | 26k | $1.6M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 25k | $1.6M | -1% | Mar 2026 |
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| Legacy Financial Group | 25k | $1.6M | -2% | Mar 2026 |
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| Hanson McClain Advisors | 25k | $1.6M | 5% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 25k | $1.6M | 18% | Mar 2026 |
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| Bank Of Montreal | 25k | $1.6M | 100% | Mar 2026 |
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| Partners Capital Investment Group | 24k | $1.6M | 217% | Mar 2026 |
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| Perigon Wealth Management | 24k | $1.5M | 0% | Mar 2026 |
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| Jane Street | 24k | $1.5M | 151% | Mar 2026 |
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| Boyum Wealth Architects | 24k | $1.6M | -18% | Mar 2026 |
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| Institute For Wealth Management | 22k | $1.4M | 9% | Mar 2026 |
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| Westside Investment Management | 22k | $1.4M | 72% | Mar 2026 |
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| Resources Investment Advisors | 22k | $1.4M | 46% | Mar 2026 |
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| Rockefeller Capital Management | 21k | $1.4M | -1% | Mar 2026 |
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| MPS Loria Financial Planners | 21k | $1.4M | 12% | Mar 2026 |
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| Gallacher Capital Management | 21k | $1.3M | 7% | Mar 2026 |
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| Sage Financial | 21k | $1.3M | -1% | Mar 2026 |
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| SimpliFi | 20k | $1.3M | 8% | Mar 2026 |
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| Coco Enterprises | 20k | $1.3M | -13% | Mar 2026 |
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| Sanctuary Advisors | 19k | $1.2M | -13% | Mar 2026 |
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| Integrity Financial Corp | 19k | $1.3M | -7% | Dec 2025 |
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| Tempus Wealth Planning | 19k | $1.2M | 0% | Mar 2026 |
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| Renaissance Technologies | 19k | $1.2M | -12% | Dec 2025 |
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| Buckingham Strategic Partners | 19k | $1.2M | 186% | Mar 2026 |
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| Moneta Group Investment Advisors | 19k | $1.2M | 8% | Mar 2026 |
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| Ausdal Financial Partners | 19k | $1.2M | 2% | Mar 2026 |
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| Sequoia Financial Advisors | 19k | $1.2M | 33% | Mar 2026 |
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| Central Trust & Investment | 19k | $1.2M | 21% | Mar 2026 |
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| Stratos Wealth Partners | 18k | $1.2M | -72% | Mar 2026 |
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| Milestone Asset Management | 18k | $1.2M | -1% | Mar 2026 |
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| High Net Worth Advisory Group | 18k | $1.1M | 83% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 17k | $1.1M | -3% | Mar 2026 |
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| Westmount Partners | 17k | $1.1M | 9% | Mar 2026 |
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| Savant Capital Management | 17k | $1.1M | 100% | Mar 2026 |
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| Wagner Bowman Management | 17k | $1.1M | 0% | Mar 2026 |
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| Northstar | 17k | $1.1M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 16k | $1.0M | 21% | Dec 2025 |
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| Global Retirement Partners | 16k | $1.0M | -18% | Dec 2025 |
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| AE Wealth Management | 16k | $1.0M | -6% | Mar 2026 |
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| Hartland & Co | 16k | $1.0M | 2% | Mar 2026 |
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| Sigma Planning | 15k | $983k | -18% | Mar 2026 |
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| LLBH Private Wealth Management | 15k | $963k | 40% | Dec 2025 |
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| United Capital Financial Advisers | 15k | $943k | -31% | Mar 2026 |
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| Worth Financial Advisory Group | 14k | $1.4M | -39% | Mar 2026 |
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| Bond & Devick Financial Network | 14k | $903k | 202% | Mar 2026 |
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| Farther Finance Advisors | 14k | $879k | 20% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 14k | $866k | -10% | Mar 2026 |
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| High Falls Advisors | 13k | $812k | -12% | Dec 2025 |
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| Ameriflex Group | 12k | $782k | -52% | Dec 2025 |
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| Greystone Financial Group | 12k | $758k | -31% | Mar 2026 |
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| Sovereign Financial Group | 12k | $751k | -40% | Mar 2026 |
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| Northwest Wealth Management | 11k | $680k | -33% | Mar 2026 |
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| Centerline Wealth Advisors | 8.0k | $517k | -63% | Mar 2026 |
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| Reyes Financial Architecture | 3.3k | $210k | -78% | Mar 2026 |
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| IFG Advisory | 300.00 | $19k | -99% | Mar 2026 |
|
Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 609k | $39M |
| Integrated Investment Consultants | Sep 2025 | 385k | $464k |
| Wealth Enhancement Advisory Services | Dec 2025 | 80k | $5.3M |
| Clifford Swan Investment Counsel | Dec 2025 | 36k | $2.4M |
| Global Assets Advisory | Dec 2025 | 31k | $2.0M |
| Matrix Trust | Dec 2025 | 22k | $1.4M |
| Capital Insight Partners | Dec 2025 | 21k | $1.4M |
| Waterloo Capital | Dec 2025 | 20k | $1.3M |
| J.w. Cole Advisors | Dec 2025 | 20k | $1.0M |
| CLS Investments | Dec 2025 | 17k | $1.1M |