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 1.7M $100M 2% Mar 2025
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Morgan Stanley 848k $49M 100% Dec 2024
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Jpmorgan Chase & Co 679k $39M 0% Mar 2025
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Bank of America Corporation 653k $38M 13% Dec 2024
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Mesirow Financial Investment Management International Equity 603k $35M -1% Mar 2025
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Aspiriant 464k $27M 9% Mar 2025
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LPL Financial 398k $23M 5% Mar 2025
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Wells Fargo & Company 384k $22M -81% Mar 2025
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Lebenthal Global Advisors 336k $19M 2% Dec 2024
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UBS Group 316k $18M 36% Mar 2025
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Stifel Financial 310k $18M 426% Dec 2024
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Assetmark 303k $17M 0% Dec 2024
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Kovitz Investment Group Partners 302k $17M -3% Mar 2025
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Integrated Investment Consultants 297k $376k 100% Mar 2025
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Consilium Wealth Advisory 295k $17M -4% Mar 2025
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Foundations Investment Advisors 262k $15M 11% Mar 2025
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Warren Averett Asset Management 259k $15M 4% Dec 2024
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Centerline Wealth Advisors 253k $15M 0% Mar 2025
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Jim Saulnier & Associates 246k $14M 20% Mar 2025
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Royal Bank of Canada 189k $11M -27% Mar 2025
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Cambridge Investment Research Advisors 184k $11M 2% Mar 2025
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BSW Wealth Partners 170k $9.8M 4% Mar 2025
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One Capital Management 158k $9.1M -2% Dec 2024
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Raymond James Financial 143k $8.3M -87% Mar 2025
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Kestra Private Wealth Services 136k $7.8M -1% Mar 2025
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Advisor Group Holdings 134k $7.7M 64% Mar 2025
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Wealth Enhancement Advisory Services 133k $7.7M -1% Mar 2025
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Bell Investment Advisors 124k $7.1M -7% Mar 2025
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Phil A. Younker & Associates 119k $6.9M -2% Mar 2025
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TRUE Private Wealth Advisors 115k $6.6M 2% Dec 2024
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Richard Bernstein Advisors 108k $6.2M -83% Mar 2025
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Wealth Forward 107k $6.2M 1% Mar 2025
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Ellenbecker Investment Group 100k $5.7M -3% Mar 2025
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Branch Banking & Trust Company 100k $5.7M -22% Mar 2025
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Eight 31 Financial 99k $5.7M 2281% Mar 2025
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WestEnd Advisors 97k $5.6M -61% Mar 2025
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NBT Bank 97k $5.6M 3% Mar 2025
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Strategic Family Wealth Counselors 89k $5.1M 0% Mar 2025
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Commonwealth Equity Services 89k $5.1M 15% Dec 2024
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Unique Wealth 85k $4.9M -2% Mar 2025
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CI Private Wealth 84k $4.8M -13% Mar 2025
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Patton Albertson & Miller 83k $4.8M 4% Mar 2025
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Kestra Advisory Services 82k $4.7M -3% Dec 2024
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Oakmont Partners 82k $4.7M -1% Mar 2025
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H D Vest Advisory Services 77k $4.4M 88% Dec 2024
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Lodestar Private Asset Management 76k $4.4M 8% Mar 2025
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LBMC Investment Advisors 75k $4.3M -3% Mar 2025
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BlueStem Wealth Partners 74k $4.3M -4% Mar 2025
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First Foundation Advisors 72k $4.1M -4% Mar 2025
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Weaver Consulting Group 71k $4.1M -5% Mar 2025
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Envestnet Asset Management 70k $4.0M -58% Mar 2025
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GeoWealth Management 69k $4.0M -60% Dec 2024
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Burt Wealth Advisors 65k $3.7M -1% Mar 2025
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Adviser Investments 62k $3.5M 3% Dec 2024
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Wiley Bros.-aintree Capital 61k $3.5M 728% Dec 2024
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Global Assets Advisory 58k $3.2M 185% Mar 2025
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Viewpoint Investment Partners Corp 58k $3.3M 0% Mar 2025
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Fort Henry Capital 57k $3.3M 2% Mar 2025
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Brookstone Capital Management 57k $3.3M -4% Mar 2025
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Bank of New York Mellon 56k $3.2M -57% Mar 2025
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Prosperity Consulting Group 54k $3.1M 11% Mar 2025
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Marino, Stram & Associates 51k $2.9M -19% Mar 2025
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Colony 50k $2.8M -2% Mar 2025
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Buckingham Strategic Partners 48k $2.8M 12% Mar 2025
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Ethos Financial Group 45k $2.6M 0% Mar 2025
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Vestmark Advisory Solutions 43k $2.5M 100% Dec 2024
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Cetera Investment Advisers 43k $2.4M 28% Dec 2024
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Northwest Wealth Management 41k $2.3M -5% Mar 2025
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Ohe Financial 41k $2.3M -1% Dec 2024
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Janney Montgomery Scott 40k $2.3M -85% Mar 2025
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Ameriprise Financial 39k $2.3M -34% Mar 2025
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Harbour Investments 36k $2.0M 10% Mar 2025
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Renaissance Technologies 35k $2.0M -25% Mar 2025
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TrueNorth 34k $2.0M -1% Mar 2025
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Visionary Wealth Advisors 34k $2.0M -2% Dec 2024
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Intrua Financial 34k $2.0M -1% Mar 2025
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John W. Brooker & Co., CPAs 32k $1.9M 0% Mar 2025
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Legacy Advisory Services 32k $1.8M 100% Mar 2025
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Creative Planning 30k $1.7M 33% Mar 2025
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Kingswood Wealth Advisors 30k $1.7M 34% Mar 2025
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David R. Rahn Inc. dba Avalon Capital Management 29k $1.7M 62% Mar 2025
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RTD Financial Advisors 29k $1.7M 7% Mar 2025
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Integrated Advisors Network 29k $1.7M -2% Mar 2025
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Retireful 29k $1.6M 100% Mar 2025
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Harbor Group 28k $1.6M 0% Mar 2025
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IFG Advisory 27k $1.6M 15% Mar 2025
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Captrust Financial Advisors 27k $1.5M 13% Mar 2025
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National Bank Of Canada /fi/ 26k $1.5M -10% Mar 2025
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Prentice Wealth Management 26k $1.5M 100% Mar 2025
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Worth Financial Advisory Group 26k $1.5M -7% Mar 2025
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Hanson McClain Advisors 26k $1.5M -5% Mar 2025
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HighTower Advisors 25k $1.5M 4% Dec 2024
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Federation des caisses Desjardins du Quebec 25k $1.4M 11% Mar 2025
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Northwestern Mutual Wealth Management Company 25k $1.4M 5% Dec 2024
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Sentinus 25k $1.4M -1% Mar 2025
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Mutual Advisors 24k $1.4M 9% Mar 2025
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Focus Financial Network 24k $1.4M -23% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 23k $1.3M 5% Mar 2025
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Legacy Financial Group 23k $1.3M -2% Mar 2025
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Coco Enterprises 23k $1.3M -1% Dec 2024
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Integrity Financial Corp 23k $1.3M -9% Mar 2025
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BluePointe Capital Management 23k $1.3M 100% Mar 2025
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Perigon Wealth Management 22k $1.3M 11% Mar 2025
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AE Wealth Management 22k $1.3M 39% Dec 2024
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Gallacher Capital Management 22k $1.3M -37% Mar 2025
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Sanctuary Advisors 22k $1.3M -24% Dec 2024
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Waterloo Capital 21k $1.2M 34% Mar 2025
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Private Advisor 21k $1.2M 0% Mar 2025
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Capital Insight Partners 21k $1.2M 1% Mar 2025
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Bank Of Montreal 21k $1.2M 13% Dec 2024
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IMG Wealth Management 20k $1.2M -14% Mar 2025
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Integrated Wealth Concepts 20k $1.1M 19% Dec 2024
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Stratos Wealth Partners 20k $1.1M -13% Mar 2025
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Benjamin Edwards 20k $1.1M 74% Mar 2025
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SimpliFi 19k $1.1M 1% Mar 2025
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Northstar 19k $1.1M 0% Mar 2025
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United Capital Financial Advisers 19k $1.1M -11% Mar 2025
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Equitable Holdings 19k $1.1M 19% Dec 2024
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Martin Worley Group 18k $1.0M -4% Mar 2025
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Oxinas Partners Wealth Management 18k $1.0M 0% Mar 2025
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Stonebridge Financial Group 18k $1.0M 33% Mar 2025
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Hershey Financial Advisers 18k $1.0M 100% Dec 2024
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MONECO Advisors 18k $1.0M 0% Mar 2025
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High Falls Advisors 18k $1.0M 2% Dec 2024
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Dynamic Advisors Solutions 18k $1.0M -64% Mar 2025
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Wagner Bowman Management 17k $991k 0% Mar 2025
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Greystone Financial Group 17k $964k 10% Mar 2025
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Sigma Planning 17k $962k 0% Mar 2025
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CliftonLarsonAllen Wealth Advisors 16k $944k -1% Mar 2025
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Pacific Capital Wealth Advisors 16k $937k -5% Mar 2025
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Milestone Asset Management 16k $926k 12% Mar 2025
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Moneta Group Investment Advisors 16k $914k 10% Mar 2025
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Moss Adams Wealth Advisors 16k $911k 42% Mar 2025
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Atria Wealth Solutions 16k $896k 6% Mar 2025
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Hartland & Co 16k $891k 1% Dec 2024
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Rockefeller Capital Management 15k $883k -1% Dec 2024
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Institute For Wealth Management 14k $831k 11% Mar 2025
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PDS Planning 14k $824k -5% Mar 2025
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Ameriflex Group 14k $813k -1% Mar 2025
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MPS Loria Financial Planners 14k $810k 76% Mar 2025
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Mariner Wealth Advisors 14k $808k 4% Mar 2025
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Private Capital Management 14k $787k 13% Dec 2024
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SCBT Financial Corporation 13k $772k 3338% Mar 2025
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Central Trust & Investment 13k $770k 7% Mar 2025
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Weitzel Financial Services 13k $756k 23% Dec 2024
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Sage Financial 13k $755k 0% Mar 2025
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Trilogy Capital 13k $720k -2% Dec 2024
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Fidato Wealth 13k $720k -6% Mar 2025
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Summit Wealth Partners 13k $718k -8% Mar 2025
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Pure Financial Advisors 12k $708k 100% Mar 2025
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Westmount Partners 12k $698k -3% Mar 2025
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HPM Partners 12k $686k -15% Mar 2025
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Mercer Global Advisors 11k $634k -30% Mar 2025
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Gts Securities 9.9k $570k -51% Mar 2025
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Brian McDonald 5.6k $325k -85% Mar 2025
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Aveo Capital Partners 5.1k $297k -96% Mar 2025
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Who sold out of iShares S&P Growth Allocation Fund?

Fund or Company Name Date Sold Shares Held Valued At
Essential Planning Dec 2024 62k $3.6M
Victory Capital Management Dec 2024 16k $936k
Zacks Investment Management Dec 2024 13k $721k