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 2.0M $136M 2% Jun 2026
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LPL Financial 1.1M $74M -10% Jun 2026
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Worth Asset Management 743k $52M 8% Jun 2026
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Jpmorgan Chase & Co 668k $46M 100% Jun 2026
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Bank of America Corporation 586k $41M -1% Jun 2026
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Morgan Stanley 574k $37M 0% Mar 2026
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Mesirow Financial Investment Management International Equity 566k $39M 0% Jun 2026
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Wells Fargo & Company 563k $39M 9% Jun 2026
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Aspiriant 515k $36M 1% Jun 2026
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Consilium Wealth Advisory 459k $32M 9% Jun 2026
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Jim Saulnier & Associates 453k $32M 10% Jun 2026
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Foundations Investment Advisors 389k $27M 10% Jun 2026
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Colony 337k $23M -2% Jun 2026
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Lebenthal Global Advisors 324k $23M 1% Jun 2026
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Madrid Financial Services 306k $21M 12% Jun 2026
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Royal Bank of Canada 300k $21M 8% Jun 2026
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Assetmark 290k $20M 1% Jun 2026
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BSW Wealth Partners 277k $19M 10% Jun 2026
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Warren Averett Asset Management 247k $17M -3% Jun 2026
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Raymond James Financial 242k $17M 5% Jun 2026
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Cambridge Investment Research Advisors 228k $16M 6% Jun 2026
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Advisor Group Holdings 217k $15M 47% Jun 2026
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UBS Group 188k $13M -11% Jun 2026
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Stifel Financial 184k $13M 3% Jun 2026
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Cetera Investment Advisers 178k $12M 11% Jun 2026
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Ellenbecker Investment Group 160k $11M 9% Jun 2026
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Phil A. Younker & Associates 158k $11M -10% Jun 2026
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Creative Planning 145k $10M 15% Jun 2026
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Kestra Private Wealth Services 144k $10M -8% Jun 2026
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Lodestar Private Asset Management 138k $9.6M 10% Jun 2026
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One Capital Management 124k $8.0M 0% Jun 2026
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TRUE Private Wealth Advisors 123k $8.5M -1% Jun 2026
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Hanover Advisors 121k $8.4M 79% Jun 2026
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Kestra Advisory Services 115k $8.0M 2% Jun 2026
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Eight 31 Financial 112k $7.8M 1% Jun 2026
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Envestnet Asset Management 106k $7.3M 13% Jun 2026
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Legacy Wealth Partners 98k $6.8M 2% Jun 2026
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Strategic Family Wealth Counselors 97k $6.7M 2% Jun 2026
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Cogent Private Wealth 88k $6.1M -18% Jun 2026
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Commonwealth Equity Services 88k $6.1M 13% Jun 2026
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Prosperity Consulting Group 87k $6.1M 7% Jun 2026
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Wealth Forward 87k $6.0M 1% Jun 2026
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Weaver Consulting Group 86k $6.0M 5% Jun 2026
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Unique Wealth 83k $5.7M -11% Jun 2026
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Adviser Investments 82k $5.7M 42% Jun 2026
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Reyes Financial Architecture 81k $5.7M 2390% Jun 2026
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First Foundation Advisors 79k $5.5M 5% Jun 2026
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Stratos Wealth Partners 78k $5.4M 324% Jun 2026
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Mariner Wealth Advisors 77k $5.4M 25% Jun 2026
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Patton Albertson & Miller 77k $5.3M -6% Jun 2026
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Bell Investment Advisors 76k $5.3M -8% Jun 2026
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Strategic Blueprint 73k $5.1M 60% Jun 2026
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Wealth Enhancement Advisory Services 72k $5.0M 100% Jun 2026
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Almitas Capital 70k $4.9M 100% Jun 2026
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LBMC Investment Advisors 69k $4.8M -2% Jun 2026
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Brookstone Capital Management 64k $4.4M -1% Jun 2026
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Ameriprise Financial 64k $4.5M 8% Jun 2026
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Arq Wealth Advisors 62k $4.3M 100% Jun 2026
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Branch Banking & Trust Company 61k $4.3M -6% Jun 2026
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Fort Henry Capital 61k $4.2M 2% Jun 2026
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Benjamin Edwards 60k $4.2M 88% Jun 2026
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GeoWealth Management 60k $4.2M 1% Jun 2026
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CI Private Wealth 59k $4.1M -14% Jun 2026
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BlueStem Wealth Partners 59k $4.1M -4% Jun 2026
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Viewpoint Investment Partners Corp 58k $5.7M 0% Jun 2026
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HighPoint Advisor 57k $3.9M -6% Jun 2026
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Wiley Bros.-aintree Capital 56k $3.9M 4% Jun 2026
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Richard Bernstein Advisors 56k $3.6M 263% Mar 2026
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National Bank Of Canada /fi/ 55k $3.8M 66% Jun 2026
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Basso Capital Management 53k $3.7M 100% Jun 2026
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Bank of New York Mellon 53k $3.7M 1% Jun 2026
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Nelson, Van Denburg & Campbell Wealth Management 52k $3.6M 54% Jun 2026
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HighTower Advisors 50k $3.5M -13% Jun 2026
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Oakmont Partners 49k $3.4M -2% Jun 2026
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Intrua Financial 49k $3.4M -7% Jun 2026
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Marino, Stram & Associates 48k $3.3M 1% Jun 2026
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Harbour Investments 47k $3.3M 2% Jun 2026
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Integrated Wealth Concepts 44k $3.0M 75% Jun 2026
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Susquehanna International 43k $3.0M 170% Jun 2026
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Concurrent Investment Advisors 41k $2.8M 22% Jun 2026
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Kingswood Wealth Advisors 40k $2.8M 1% Jun 2026
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IFG Advisory 39k $2.7M 12848% Jun 2026
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Ohe Financial 39k $2.7M 0% Jun 2026
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Integrated Advisors Network 38k $2.6M 0% Jun 2026
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First Heartland Consultants 38k $2.6M 3% Jun 2026
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Financial Advisory Service 37k $2.6M 7% Jun 2026
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TIAA Wealth Investment Management 37k $2.5M 100% Jun 2026
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Global Assets Advisory 36k $2.5M 100% Jun 2026
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Vines Capital Management 36k $2.5M 40% Jun 2026
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Janney Montgomery Scott 35k $2.5M 10% Jun 2026
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Weitzel Financial Services 35k $2.4M 28% Jun 2026
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J.w. Cole Advisors 35k $2.4M 100% Jun 2026
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Legacy Advisory Services 35k $2.4M 1% Jun 2026
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Visionary Wealth Advisors 34k $2.3M -6% Jun 2026
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Selby Wealth Management 33k $2.3M 3% Jun 2026
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Private Advisor 33k $2.3M -9% Jun 2026
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Captrust Financial Advisors 31k $2.2M 7% Jun 2026
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Harbor Group 31k $2.1M 10% Jun 2026
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Westside Investment Management 31k $2.1M 41% Jun 2026
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EP Wealth Advisors 30k $2.1M 0% Jun 2026
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Jones Financial Companies, L.L 30k $2.1M 17% Jun 2026
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Hanson McClain Advisors 30k $2.1M -5% Jun 2026
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Dynamic Advisors Solutions 29k $2.0M -37% Jun 2026
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Lido Advisors 29k $2.0M -1% Jun 2026
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Rockefeller Capital Management 29k $2.0M 35% Jun 2026
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Prentice Wealth Management 29k $2.0M 6% Jun 2026
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Equitable Holdings 28k $2.0M 7% Jun 2026
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Mutual Advisors 28k $2.0M 0% Jun 2026
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Institute For Wealth Management 28k $1.9M 27% Jun 2026
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TrueNorth 27k $1.9M 3% Jun 2026
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RTD Financial Advisors 26k $1.8M 1% Jun 2026
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Sentinus 26k $1.8M -6% Jun 2026
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Perigon Wealth Management 26k $1.8M 9% Jun 2026
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Moss Adams Wealth Advisors 26k $1.8M -2% Jun 2026
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Federation des caisses Desjardins du Quebec 25k $1.7M 1% Jun 2026
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Resources Investment Advisors 25k $1.7M 14% Jun 2026
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Bank Of Montreal 25k $1.6M 100% Mar 2026
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Partners Capital Investment Group 24k $1.7M 0% Jun 2026
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Westmount Partners 24k $1.7M 41% Jun 2026
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Legacy Financial Group 24k $1.7M -5% Jun 2026
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HPM Partners 24k $1.7M 95% Jun 2026
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Sanctuary Advisors 23k $1.6M 20% Jun 2026
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Northwestern Mutual Wealth Management Company 23k $1.6M 33% Jun 2026
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Orcam Financial Group 22k $1.5M 188% Jun 2026
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MPS Loria Financial Planners 21k $1.5M 0% Jun 2026
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SimpliFi 21k $1.4M 2% Jun 2026
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Sage Financial 21k $1.4M 0% Jun 2026
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Coco Enterprises 20k $1.4M 0% Jun 2026
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Boyum Wealth Architects 20k $1.4M -14% Jun 2026
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FMR 20k $1.4M 29% Jun 2026
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Global Retirement Partners 19k $1.3M 19% Jun 2026
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Elevation Capital Advisory 19k $1.3M -72% Jun 2026
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Ausdal Financial Partners 19k $1.3M 2% Jun 2026
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Greystone Financial Group 19k $1.3M 60% Jun 2026
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Tempus Wealth Planning 19k $1.3M -1% Jun 2026
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Milestone Asset Management 19k $1.3M 5% Jun 2026
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Worth Financial Advisory Group 19k $1.3M 33% Jun 2026
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Sequoia Financial Advisors 19k $1.3M 0% Jun 2026
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R2 Capital Strategies 19k $1.3M 100% Jun 2026
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High Net Worth Advisory Group 18k $1.2M 2% Jun 2026
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Mml Investors Services 18k $1.2M 244% Jun 2026
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Central Trust & Investment 18k $1.2M -4% Jun 2026
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Manning & Napier Advisors 18k $1.2M 369% Jun 2026
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Buckingham Strategic Partners 18k $1.2M -7% Jun 2026
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Integrity Financial Corp 17k $1.2M -4% Jun 2026
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Jupiter Topco 17k $1.2M 100% Jun 2026
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NBT Bank 17k $1.2M -83% Jun 2026
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Wagner Bowman Management 17k $1.2M 0% Jun 2026
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Northstar 17k $1.2M 0% Jun 2026
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Bond & Devick Financial Network 17k $1.2M 21% Jun 2026
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Moneta Group Investment Advisors 17k $1.1M -12% Jun 2026
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Gallacher Capital Management 15k $1.0M -31% Jun 2026
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WestEnd Advisors 14k $942k -83% Jun 2026
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Savant Capital Management 13k $884k -26% Jun 2026
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Focus Financial Network 10k $694k -61% Jun 2026
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Goldman Sachs Group 3.3k $228k -90% Jun 2026
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Who sold out of iShares S&P Growth Allocation Fund?

Fund or Company Name Date Sold Shares Held Valued At
Independent Advisor Alliance Mar 2026 34k $2.2M
Jane Street Mar 2026 24k $1.5M
Capital Insight Partners Dec 2025 21k $1.4M