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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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 |
|
| 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 |
|
| Goldman Sachs Group | 3.3k | $228k | -90% | Jun 2026 |
|
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 |