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
BlackRock 1.4M $79M 2% Jun 2021
Bank of America Corporation 1.1M $63M -5% Jun 2021
AE Wealth Management 953k $53M 2438% Sep 2021
Bell Investment Advisors 511k $28M 100% Sep 2021
Wells Fargo & Company 376k $21M -2% Jun 2021
Assetmark 376k $21M 2% Sep 2021
Morgan Stanley 286k $16M 100% Jun 2021
LPL Financial 266k $15M 0% Jun 2021
Wilbanks Smith & Thomas Asset Management 236k $13M 4% Sep 2021
Cambridge Investment Research Advisors 206k $11M -2% Sep 2021
Kestra Advisory Services 201k $11M 0% Jun 2021

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Advisor Group Holdings 180k $10M 20% Sep 2021
Royal Bank of Canada 170k $9.5M 0% Jun 2021
Aveo Capital Partners 167k $9.3M 0% Jun 2021
UBS Group 164k $9.2M -8% Jun 2021
Raymond James Financial Services Advisors 147k $8.2M -2% Sep 2021
Bank of New York Mellon 126k $0 2% Sep 2021
Commonwealth Equity Services 116k $6.4M 4% Sep 2021
Weaver Consulting Group 91k $5.1M 1% Sep 2021
Fort Henry Capital 84k $4.7M 5% Jun 2021
Madrona Financial Services 83k $4.6M 5% Sep 2021
Aspiriant 82k $4.6M 52% Jun 2021
LBMC Investment Advisors 79k $4.4M -3% Jun 2021
Calton & Associates 78k $4.3M 25% Sep 2021
Patton Albertson & Miller 76k $4.3M -3% Jun 2021
Harrell Investment Partners 74k $4.1M 3% Sep 2021
Warren Averett Asset Management 69k $3.9M 3% Jun 2021
Northwest Wealth Management 63k $3.5M 0% Jun 2021
Sage Financial 63k $3.5M 3% Sep 2021
Strategic Financial 51k $2.8M -4% Sep 2021
Strategic Family Wealth Counselors 51k $2.8M -1% Sep 2021
Visionary Wealth Advisors 49k $2.7M 10% Sep 2021
Burt Wealth Advisors 49k $2.7M 0% Jun 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 46k $2.6M 1% Jun 2021
Mercer Global Advisors 46k $2.6M 313% Jun 2021
Ameriprise Financial 45k $2.5M -1% Jun 2021
Citadel Advisors 43k $2.4M 25% Jun 2021
Brown Advisory Holdings Incorporated 41k $2.3M 100% Sep 2021
Ohe Financial 40k $2.3M -3% Jun 2021
Envestnet Asset Management 40k $2.2M 28% Sep 2021
Branch Banking & Trust Company 39k $2.2M -4% Sep 2021
GW & Wade 39k $2.2M 3% Sep 2021
Polaris Wealth Advisers 38k $2.1M -1% Jun 2021
GeoWealth Management 38k $2.1M 100% Sep 2021
Brookstone Capital Management 37k $2.0M 2% Sep 2021
Kuehl Shepherd Kozlowski & Associates 34k $1.9M -2% Sep 2021
Kovack Advisors 33k $1.8M -10% Sep 2021
TRUE Private Wealth Advisors 32k $1.8M 8% Sep 2021
BlueCrest Capital Management 31k $1.8M 147% Jun 2021
Reston Wealth Management 30k $1.7M 10% Jun 2021
Advisor Resource Council 30k $1.7M 66% Sep 2021
Old Mission Capital 30k $1.7M 399% Sep 2021
Northstar 30k $1.7M -1% Sep 2021
First Ascent Asset Management 29k $1.6M 2% Jun 2021
Private Advisor 29k $1.6M 2% Jun 2021
Stratos Wealth Partners 27k $1.5M -2% Jun 2021
Capital Insight Partners 25k $1.4M 7% Jun 2021
Nicolet Advisory Services 25k $1.4M -4% Sep 2021
PFG Advisors 25k $1.4M 100% Sep 2021
AdvisorNet Financial 24k $1.4M 5% Jun 2021
Cahaba Wealth Management 24k $1.3M -18% Jun 2021
Oxford Financial 22k $1.2M 3% Jun 2021
Pacific Capital Wealth Advisors 22k $1.2M -2% Sep 2021
Legacy Financial Group 21k $1.2M 41% Sep 2021
SimpliFi 19k $1.1M 100% Jun 2021
Dynamic Advisors Solutions 19k $1.1M -3% Sep 2021
Harbour Investments 19k $1.1M -11% Jun 2021
Moors & Cabot 19k $3.6M 100% Sep 2021
McKinley Carter Wealth Services 18k $1.0M 6% Sep 2021
Relative Value Partners 18k $988k 100% Sep 2021
Wealthquest 18k $991k -11% Jun 2021
Professional Financial Advisors 17k $967k 0% Jun 2021
Archford Capital Strategies 17k $942k -13% Jun 2021
Fifth Third Bancorp 17k $931k -32% Jun 2021
Scotia Capital 16k $915k 16% Jun 2021
Cardan Capital Partners 16k $872k 5% Sep 2021
Sunbelt Securities 15k $807k 8% Jun 2021
Efficient Advisors 14k $789k -4% Sep 2021
Financial Network Investment Corporation 14k $767k -3% Sep 2021
Integrated Wealth Concepts 14k $773k -3% Jun 2021
Trilogy Capital 14k $759k -25% Jun 2021
Great Point Wealth Advisors 13k $716k 0% Sep 2021
Jane Street 13k $701k 100% Jun 2021
Financial Strategies Group 12k $697k -3% Jun 2021
Liberty Wealth Management 12k $220k 5500% Jun 2021
Frank. Day 12k $687k 7% Jun 2021
Lincoln National 12k $669k 0% Sep 2021
United Capital Financial Advisers 12k $664k 4% Jun 2021
Geneos Wealth Management 12k $654k -1% Sep 2021
Tempus Wealth Planning 12k $645k 1% Sep 2021
Fullen Financial Group 12k $648k -5% Jun 2021
H D Vest Advisory Services 12k $647k 2% Jun 2021
Janney Montgomery Scott 11k $619k -4% Sep 2021
Greystone Financial Group 11k $611k -19% Sep 2021
Camarda Wealth Advisory 11k $606k -6% Sep 2021
High Falls Advisors 11k $610k 109% Jun 2021
Cetera Investment Advisers 11k $600k 2% Sep 2021
Western Wealth Management 11k $596k 0% Jun 2021
Boston Research and Management 10k $569k -7% Jun 2021
Belpointe Asset Management 10k $568k 100% Jun 2021
Cardinal Point Wealth Management 9.5k $525k 100% Sep 2021
Ahrens Investment Partners 9.3k $518k 4% Sep 2021
Canal Capital Management 9.2k $513k -4% Jun 2021
CliftonLarsonAllen Wealth Advisors 9.0k $499k 104% Sep 2021
Nelson, Van Denburg & Campbell Wealth Management 8.9k $494k 0% Sep 2021
Arbor Investment Advisors 8.9k $493k 1% Sep 2021
Summit Financial Wealth Advisors 8.5k $470k 0% Sep 2021
Captrust Financial Advisors 8.5k $475k 2% Jun 2021
Hubbell Strickland Wealth Management 8.5k $469k -1% Sep 2021
Gladstone Institutional Advisory 8.4k $468k 0% Jun 2021
Beacon Financial Advisory 8.2k $461k 8% Jun 2021
Rockefeller Capital Management 8.2k $456k -7% Sep 2021
CPCM 8.0k $444k 45% Sep 2021
Syverson Strege & Co 7.9k $445k 11% Jun 2021
BBK Capital Partners 7.9k $442k 99% Jun 2021
Mutual Advisors 7.9k $441k -30% Jun 2021
Jacobsen Capital Management 7.7k $428k -1% Sep 2021
Prospera Financial Services 7.5k $419k 1% Jun 2021
F3Logic 7.4k $410k 8% Sep 2021
HighTower Advisors 7.4k $411k 2% Sep 2021
Koss-Olinger Consulting 7.3k $406k 0% Sep 2021
Kingsview Wealth Management 7.1k $398k 15% Jun 2021
NVWM 7.0k $388k 13% Sep 2021
Trustcore Financial Services 6.7k $370k 0% Sep 2021
Private Portfolio Partners 6.7k $370k 0% Sep 2021
IFP Advisors 6.5k $367k 530% Jun 2021
Coastal Capital Group 6.5k $364k -9% Jun 2021
Divergent Planning 6.5k $361k 4% Jun 2021
Equitable Holdings 6.5k $360k 1% Sep 2021
Frontier Wealth Management 6.2k $350k 8% Jun 2021
Mascoma Wealth Management 6.2k $347k 29% Jun 2021
Harbor Investment Advisory 6.1k $341k 4% Jun 2021
Orin Green Financial 6.1k $337k 0% Sep 2021
ARGI Investment Services 6.1k $339k 27% Jun 2021
IHT Wealth Management 6.1k $339k 13% Jun 2021
Hanson McClain Advisors 5.9k $328k 13% Sep 2021
Brighton Jones 5.8k $324k 100% Sep 2021
Lloyd Advisory Services 5.8k $321k 3452% Sep 2021
ValMark Advisers 5.7k $317k 100% Sep 2021
John W. Brooker & Co., CPAs 5.6k $308k -33% Sep 2021
Financial Services Advisory 5.5k $308k 0% Sep 2021
FMR 5.4k $302k 0% Jun 2021
Occidental Asset Management 5.4k $299k 0% Sep 2021
Stifel Financial 5.3k $298k 0% Jun 2021
Godshalk Welsh Capital Management 5.3k $293k 5% Sep 2021
Tiedemann Wealth Management 5.3k $292k -11% Sep 2021
Raymond James & Associates 5.2k $287k -9% Sep 2021
RMB Capital Management 5.0k $280k 100% Jun 2021
Rothschild Investment Corp 5.0k $280k 0% Jun 2021
U.S. Capital Wealth Advisors 5.0k $277k 100% Sep 2021
Midwest Professional Planners 4.9k $272k -7% Sep 2021
Financial Advocates Investment Management 4.8k $267k -89% Sep 2021
Stonehearth Capital Management 4.6k $258k -29% Jun 2021
Brandywine Oak Private Wealth 4.6k $255k -10% Jun 2021
Cowa 4.5k $247k -20% Sep 2021
Ancora Advisors 3.7k $207k -38% Jun 2021
Lido Advisors 3.3k $597k -70% Sep 2021
Centaurus Financial 3.1k $173k -63% Sep 2021

Who sold out of iShares S&P Growth Allocation Fund?

Fund or Company Name Date Sold Shares Held Valued At
Arq Wealth Advisors Jun 2021 192k $11M
Marino, Stram & Associates Mar 2021 75k $4.0M
Little House Capital Mar 2021 50k $2.7M
Carroll Financial Associates Jun 2021 13k $713k
Roman Butler Fullerton & Co Mar 2021 12k $631k
Great Valley Advisor Group Mar 2021 11k $585k
Susquehanna International Mar 2021 6.0k $319k
Fca Corp Jun 2021 5.8k $327k
RFG Advisory Mar 2021 5.8k $308k
Alexandria Capital Jun 2021 5.4k $301k