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 |
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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 |