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 | 4% | Dec 2025 |
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| Wells Fargo & Company | 1.2M | $78M | 182% | Dec 2025 |
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| LPL Financial | 922k | $60M | 53% | Dec 2025 |
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| Worth Asset Management | 671k | $44M | 5% | Dec 2025 |
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| Raymond James Financial | 668k | $43M | 393% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 483k | $31M | -16% | Dec 2025 |
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| Aspiriant | 481k | $31M | 3% | Dec 2025 |
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| Barclays | 420k | $27M | 100% | Dec 2025 |
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| Jim Saulnier & Associates | 392k | $26M | 34% | Dec 2025 |
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| Stifel Financial | 366k | $24M | 1096% | Dec 2025 |
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| Colony | 358k | $23M | 433% | Dec 2025 |
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| Foundations Investment Advisors | 322k | $21M | 7% | Dec 2025 |
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| Consilium Wealth Advisory | 319k | $21M | 3% | Dec 2025 |
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| Assetmark | 281k | $18M | -1% | Dec 2025 |
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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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| UBS Group | 246k | $16M | -4% | Dec 2025 |
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| Lebenthal Global Advisors | 224k | $15M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 201k | $13M | 1% | Dec 2025 |
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| Envestnet Asset Management | 199k | $13M | 137% | Dec 2025 |
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| Phil A. Younker & Associates | 178k | $12M | 34% | Dec 2025 |
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| Advisor Group Holdings | 153k | $10M | 9% | Dec 2025 |
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| Cetera Investment Advisers | 145k | $9.4M | 48% | Dec 2025 |
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| Kestra Private Wealth Services | 141k | $9.1M | 2% | Dec 2025 |
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| Creative Planning | 128k | $8.3M | 118% | Dec 2025 |
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| TRUE Private Wealth Advisors | 125k | $8.1M | 3% | Dec 2025 |
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| Ellenbecker Investment Group | 113k | $7.4M | 10% | Dec 2025 |
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| Branch Banking & Trust Company | 110k | $7.1M | 14% | Dec 2025 |
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| Kestra Advisory Services | 110k | $7.1M | 20% | Dec 2025 |
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| Eight 31 Financial | 110k | $7.1M | 1% | Dec 2025 |
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| Lodestar Private Asset Management | 109k | $7.1M | 8% | Dec 2025 |
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| Janney Montgomery Scott | 109k | $7.1M | 293% | Dec 2025 |
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| Cogent Private Wealth | 108k | $7.0M | 11% | Mar 2026 |
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| Hanover Advisors | 100k | $6.5M | 4% | Dec 2025 |
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| Strategic Family Wealth Counselors | 93k | $6.1M | 0% | Dec 2025 |
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| Unique Wealth | 92k | $6.0M | 0% | Dec 2025 |
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| Bell Investment Advisors | 91k | $5.9M | -10% | Dec 2025 |
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| Wealth Forward | 87k | $5.6M | -1% | Dec 2025 |
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| Patton Albertson & Miller | 85k | $5.6M | 2% | Dec 2025 |
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| Weaver Consulting Group | 78k | $5.0M | 8% | Dec 2025 |
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| First Foundation Advisors | 77k | $5.0M | 3% | Dec 2025 |
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| Commonwealth Equity Services | 76k | $5.0M | 4% | Dec 2025 |
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| Prosperity Consulting Group | 76k | $5.0M | 11% | Dec 2025 |
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| CI Private Wealth | 73k | $4.8M | 2% | Dec 2025 |
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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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| Stratos Wealth Partners | 66k | $4.3M | 272% | Dec 2025 |
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| Brookstone Capital Management | 65k | $4.2M | 1% | Mar 2026 |
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| BlueStem Wealth Partners | 62k | $4.0M | -11% | Dec 2025 |
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| Fort Henry Capital | 60k | $3.9M | 3% | Dec 2025 |
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| GeoWealth Management | 59k | $3.8M | 9% | Dec 2025 |
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| Adviser Investments | 59k | $3.8M | 1% | Dec 2025 |
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| Viewpoint Investment Partners Corp | 58k | $3.7M | 0% | Dec 2025 |
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| Ameriprise Financial | 55k | $3.6M | 25% | Dec 2025 |
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| Oakmont Partners | 50k | $3.3M | -6% | Dec 2025 |
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| Bank of New York Mellon | 50k | $3.2M | -2% | Dec 2025 |
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| WestEnd Advisors | 50k | $3.2M | 184% | Dec 2025 |
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| Financial Advisory Service | 50k | $3.2M | -6% | Dec 2025 |
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| Marino, Stram & Associates | 48k | $3.1M | -4% | Dec 2025 |
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| Dynamic Advisors Solutions | 47k | $3.0M | 178% | Mar 2026 |
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| Elevation Capital Advisory | 45k | $2.9M | 100% | Dec 2025 |
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| Harbour Investments | 45k | $2.9M | -1% | Dec 2025 |
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| Intrua Financial | 44k | $2.8M | 1% | Dec 2025 |
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| IFG Advisory | 42k | $2.8M | 9% | Dec 2025 |
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| Integrated Advisors Network | 39k | $2.5M | 9% | Dec 2025 |
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| Ohe Financial | 38k | $2.5M | 0% | Dec 2025 |
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| Kingswood Wealth Advisors | 38k | $2.5M | 66% | Dec 2025 |
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| First Heartland Consultants | 37k | $2.4M | 2% | Mar 2026 |
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| Clifford Swan Investment Counsel | 36k | $2.4M | 100% | Dec 2025 |
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| David R. Rahn Inc. dba Avalon Capital Management | 34k | $2.2M | 100% | Dec 2025 |
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| Visionary Wealth Advisors | 34k | $2.2M | -3% | Dec 2025 |
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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 | 10% | Dec 2025 |
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| Private Advisor | 33k | $2.1M | -1% | Dec 2025 |
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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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| National Bank Of Canada /fi/ | 32k | $2.1M | 5% | Dec 2025 |
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| Legacy Advisory Services | 32k | $2.1M | 0% | Dec 2025 |
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| Global Assets Advisory | 31k | $2.0M | 9% | Dec 2025 |
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| Benjamin Edwards | 30k | $1.9M | 16% | Dec 2025 |
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| Boyum Wealth Architects | 29k | $1.9M | 210% | Dec 2025 |
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| Victory Capital Management | 29k | $1.9M | 100% | Dec 2025 |
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| HighTower Advisors | 28k | $1.8M | 2% | Dec 2025 |
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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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| Lido Advisors | 28k | $1.8M | 0% | Dec 2025 |
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| Susquehanna International | 27k | $1.8M | 3% | Dec 2025 |
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| Mutual Advisors | 27k | $1.8M | 3% | Dec 2025 |
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| Sentinus | 27k | $1.7M | -13% | Dec 2025 |
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| Equitable Holdings | 27k | $1.7M | 4% | Dec 2025 |
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| Prentice Wealth Management | 26k | $1.7M | -1% | Dec 2025 |
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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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| Legacy Financial Group | 26k | $1.7M | 12% | Dec 2025 |
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| TrueNorth | 26k | $1.7M | -1% | Dec 2025 |
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| Integrated Wealth Concepts | 25k | $1.6M | 9% | Dec 2025 |
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| Hanson McClain Advisors | 25k | $1.6M | 5% | Dec 2025 |
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| Weitzel Financial Services | 24k | $1.6M | 6% | Dec 2025 |
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| Perigon Wealth Management | 24k | $1.5M | 0% | Mar 2026 |
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| Coco Enterprises | 23k | $1.5M | 3% | Dec 2025 |
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| Worth Financial Advisory Group | 23k | $1.5M | -3% | Dec 2025 |
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| Moss Adams Wealth Advisors | 23k | $1.5M | 3% | Dec 2025 |
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| Sanctuary Advisors | 22k | $1.4M | 11% | Dec 2025 |
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| Rockefeller Capital Management | 22k | $1.4M | -5% | Dec 2025 |
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| United Capital Financial Advisers | 21k | $1.4M | 6% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 21k | $1.4M | -2% | Dec 2025 |
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| Mariner Wealth Advisors | 21k | $1.4M | 0% | Dec 2025 |
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| Sage Financial | 21k | $1.4M | 2% | Dec 2025 |
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| Institute For Wealth Management | 20k | $1.3M | 3% | Dec 2025 |
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| Waterloo Capital | 20k | $1.3M | 10% | Dec 2025 |
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| Gallacher Capital Management | 20k | $1.3M | 13% | Dec 2025 |
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| J.w. Cole Advisors | 20k | $1.0M | 22% | Dec 2025 |
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| Integrity Financial Corp | 19k | $1.3M | -7% | Dec 2025 |
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| Sovereign Financial Group | 19k | $1.3M | 303% | Dec 2025 |
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| Tempus Wealth Planning | 19k | $1.2M | 94% | Dec 2025 |
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| Renaissance Technologies | 19k | $1.2M | -12% | Dec 2025 |
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| MPS Loria Financial Planners | 19k | $1.2M | 10% | Dec 2025 |
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| SimpliFi | 19k | $1.2M | 0% | Dec 2025 |
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| Sigma Planning | 19k | $1.2M | 17% | Dec 2025 |
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| Ausdal Financial Partners | 18k | $1.2M | 4% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 18k | $1.2M | -22% | Dec 2025 |
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| Milestone Asset Management | 18k | $1.2M | -1% | Mar 2026 |
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| Moneta Group Investment Advisors | 18k | $1.1M | -1% | Dec 2025 |
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| One Capital Management | 17k | $1.1M | 5% | Dec 2025 |
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| Westmount Partners | 17k | $1.1M | 9% | Mar 2026 |
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| CLS Investments | 17k | $1.1M | 58% | Dec 2025 |
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| Wagner Bowman Management | 17k | $1.1M | 0% | Dec 2025 |
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| Northstar | 17k | $1.1M | -2% | Dec 2025 |
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| Greystone Financial Group | 17k | $1.1M | 3% | Dec 2025 |
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| AE Wealth Management | 17k | $1.1M | -2% | Dec 2025 |
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| Strategic Blueprint | 16k | $1.1M | 100% | Dec 2025 |
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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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| Richard Bernstein Advisors | 15k | $1.0M | 365% | Dec 2025 |
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| Hartland & Co | 15k | $996k | 0% | Dec 2025 |
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| Central Trust & Investment | 15k | $993k | 1% | Dec 2025 |
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| Resources Investment Advisors | 15k | $968k | 3% | Dec 2025 |
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| Reyes Financial Architecture | 15k | $968k | 360% | Dec 2025 |
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| LLBH Private Wealth Management | 15k | $963k | 40% | Dec 2025 |
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| Sequoia Financial Advisors | 14k | $913k | -16% | Dec 2025 |
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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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| Adirondack Capital Advisors | 13k | $837k | 100% | Mar 2026 |
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| Mml Investors Services | 13k | $838k | -2% | Dec 2025 |
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| Westside Investment Management | 13k | $828k | 36% | Dec 2025 |
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| FMR | 13k | $825k | 119% | Dec 2025 |
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| Summit Wealth Partners | 13k | $820k | 4% | Dec 2025 |
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| High Falls Advisors | 13k | $812k | -12% | Dec 2025 |
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| NVWM | 12k | $804k | -1% | Dec 2025 |
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| Ameriflex Group | 12k | $782k | -52% | Dec 2025 |
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| Pure Financial Advisors | 12k | $745k | -8% | Mar 2026 |
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| PDS Planning | 12k | $751k | -10% | Dec 2025 |
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| IMG Wealth Management | 12k | $750k | -25% | Dec 2025 |
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| Integrity Wealth Solutions | 11k | $701k | -14% | Dec 2025 |
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| Northwest Wealth Management | 11k | $680k | -33% | Mar 2026 |
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| Modera Wealth Management | 10k | $665k | -18% | Dec 2025 |
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| Centerline Wealth Advisors | 8.0k | $517k | -63% | Mar 2026 |
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| Mercer Global Advisors | 7.8k | $504k | -86% | Dec 2025 |
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| Buckingham Strategic Partners | 6.6k | $432k | -56% | Dec 2025 |
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| Silver Oak Securities | 4.5k | $295k | -87% | Dec 2025 |
|
Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Investment Consultants | Sep 2025 | 385k | $464k |
| Kovitz Investment Group Partners | Sep 2025 | 294k | $19M |
| Wealth Enhancement Advisory Services | Dec 2025 | 80k | $5.3M |
| Matrix Trust | Dec 2025 | 22k | $1.4M |
| Capital Insight Partners | Dec 2025 | 21k | $1.4M |
| Savant Capital Management | Sep 2025 | 21k | $1.3M |
| PFG Private Wealth Management | Sep 2025 | 13k | $809k |