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 | 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 |
|
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 |