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
Halbert Hargrove Global Advisors 919k $50M 100% Mar 2022
Morgan Stanley 349k $19M 100% Mar 2022
Wilbanks Smith & Thomas Asset Management 236k $12M 3% Mar 2022
WestEnd Advisors 235k $13M -28% Mar 2022
Kestra Advisory Services 206k $11M 0% Mar 2022
Janney Montgomery Scott 199k $11M 90% Mar 2022
Advisor Group Holdings 186k $10M -14% Mar 2022
Atria Investments 174k $9.4M 24% Mar 2022
Aspiriant 173k $9.4M 86% Mar 2022
Aveo Capital Partners 147k $7.9M -2% Mar 2022
Bank of New York Mellon 130k $7.0M 3% Mar 2022

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Jane Street 115k $6.2M 100% Mar 2022
Envestnet Asset Management 115k $6.2M -38% Mar 2022
National Bank Of Canada /fi/ 109k $5.7M 18% Mar 2022
Commonwealth Equity Services 109k $5.9M -28% Mar 2022
TRUE Private Wealth Advisors 101k $5.2M 133% Mar 2022
Calton & Associates 96k $5.2M 1% Mar 2022
IronBridge Private Wealth 94k $5.1M -18% Mar 2022
Brown Advisory Holdings Incorporated 93k $5.0M 0% Mar 2022
Weaver Consulting Group 92k $5.0M -1% Mar 2022
Raymond James Financial Services Advisors 92k $4.9M -33% Mar 2022
LBMC Investment Advisors 80k $4.3M -32% Mar 2022
Patton Albertson & Miller 77k $4.2M -2% Mar 2022
Warren Averett Asset Management 73k $3.9M 2% Mar 2022
Sage Financial 72k $3.9M -21% Mar 2022
Marino, Stram & Associates 72k $3.9M -3% Mar 2022
Fort Henry Capital 68k $3.7M -1% Mar 2022
Harrell Investment Partners 66k $3.6M -11% Mar 2022
CFS Investment Advisory Services 66k $999.810400 100% Mar 2022
Northwest Wealth Management 62k $3.4M -3% Mar 2022
Mercer Global Advisors 58k $3.1M 20% Mar 2022
Viewpoint Investment Partners Corp 58k $3.3M 0% Mar 2022
RTD Financial Advisors 55k $3.0M 6% Mar 2022
Strategic Financial 52k $2.8M 4% Mar 2022
Branch Banking & Trust Company 50k $2.7M 28% Mar 2022
Visionary Wealth Advisors 49k $2.6M -1% Mar 2022
Raymond James & Associates 48k $2.6M -78% Mar 2022
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 47k $2.5M 3% Mar 2022
Brookstone Capital Management 43k $2.3M 13% Mar 2022
First Ascent Asset Management 40k $2.2M 5% Mar 2022
GW & Wade 38k $2.1M -2% Mar 2022
Integrity Financial Corp 38k $2.0M 100% Mar 2022
Integrated Advisors Network 34k $1.8M 46% Mar 2022
Private Advisor 33k $1.9M 0% Mar 2022
Kovack Advisors 32k $1.7M -1% Mar 2022
Kuehl Shepherd Kozlowski & Associates 31k $1.6M -3% Mar 2022
Northstar 30k $1.6M 3% Mar 2022
Western Wealth Management 29k $1.5M 100% Mar 2022
Capital Insight Partners 28k $1.5M -3% Mar 2022
Nicolet Advisory Services 26k $1.4M 1% Mar 2022
Brightworth 26k $1.4M -33% Mar 2022
Stifel Financial 25k $1.3M 292% Mar 2022
Legacy Financial Group 25k $1.3M 37% Mar 2022
Cahaba Wealth Management 24k $1.2M 4% Mar 2022
Pacific Capital Wealth Advisors 23k $1.2M 6% Mar 2022
Private Capital Management 23k $1.2M 442% Mar 2022
AdvisorNet Financial 22k $1.2M -1% Mar 2022
SimpliFi 22k $1.2M 1% Mar 2022
Professional Financial Advisors 20k $1.1M 7% Mar 2022
Relative Value Partners 19k $1000k 0% Mar 2022
Tempus Wealth Planning 18k $968k 41% Mar 2022
Ellenbecker Investment Group 18k $958k 69% Mar 2022
Dynamic Advisors Solutions 17k $931k -10% Mar 2022
Oxford Financial 17k $917k -16% Mar 2022
SlateStone Wealth 17k $900k 11% Mar 2022
CliftonLarsonAllen Wealth Advisors 16k $888k 21% Mar 2022
McKinley Carter Wealth Services 16k $884k -8% Mar 2022
Mutual Advisors 16k $834k 102% Mar 2022
G2 Capital Management, Llc / Oh 15k $821k 100% Mar 2022
Morton Brown Family Wealth 15k $815k -32% Mar 2022
Advisor Resource Council 15k $814k -17% Mar 2022
Scotia Capital 15k $811k 0% Mar 2022
Trilogy Capital 15k $809k 17% Mar 2022
Greystone Financial Group 15k $799k 12% Mar 2022
Investment Partners 15k $786k 100% Mar 2022
Cardinal Point Wealth Management Partners 14k $734k 2% Mar 2022
Fullen Financial Group 14k $733k 12% Mar 2022
Roman Butler Fullerton & Co 13k $700k 7% Mar 2022
Madrona Financial Services 13k $687k -84% Mar 2022
Retireful 13k $693k 100% Mar 2022
H D Vest Advisory Services 13k $686k 4% Mar 2022
Frank. Day 12k $668k 100% Mar 2022
Mountain Capital Investment Advisors 12k $646k 7% Mar 2022
Lincoln National 12k $658k 0% Mar 2022
Integrated Wealth Concepts 12k $619k -11% Mar 2022
Efficient Advisors 11k $610k -21% Mar 2022
Citadel Advisors 11k $605k 100% Mar 2022
Tiedemann Wealth Management 11k $605k 111% Mar 2022
Camarda Wealth Advisory 11k $592k 1% Mar 2022
Canal Capital Management 11k $589k 41% Mar 2022
Geneos Wealth Management 11k $586k -14% Mar 2022
Beacon Financial Advisory 10k $544k 21% Mar 2022
Snider Financial Group 9.9k $532k 124% Mar 2022
Lido Advisors 9.5k $513k -15% Mar 2022
Hanson McClain Advisors 9.4k $505k 33% Mar 2022
Financial Advocates Investment Management 9.2k $825k 91% Mar 2022
Reston Wealth Management 9.1k $488k 1% Mar 2022
Buttonwood Financial Group 9.0k $485k 100% Mar 2022
Gladstone Institutional Advisory 8.9k $480k 6% Mar 2022
FinTrust Capital Advisors 8.9k $478k 117% Mar 2022
Jpmorgan Chase & Co 8.7k $469k 1% Mar 2022
Hubbell Strickland Wealth Management 8.7k $468k 0% Mar 2022
PCG Wealth Advisors 8.6k $466k -10% Mar 2022
Summit Financial Wealth Advisors 8.5k $458k 0% Mar 2022
Rockefeller Capital Management 8.2k $443k 0% Mar 2022
Mascoma Wealth Management 8.2k $440k 5% Mar 2022
Ausdal Financial Partners 8.0k $433k 1% Mar 2022
Frontier Wealth Management 8.0k $417k 11% Mar 2022
Syverson Strege & Co 7.5k $406k -3% Mar 2022
Nelson, Van Denburg & Campbell Wealth Management 7.5k $405k -16% Mar 2022
Ahrens Investment Partners 7.4k $402k -17% Mar 2022
Divergent Planning 7.4k $400k 10% Mar 2022
IFG Advisory 7.2k $389k 70% Mar 2022
CPCM 7.1k $385k -11% Mar 2022
Captrust Financial Advisors 7.1k $385k -29% Mar 2022
Cetera Investment Advisers 7.0k $378k -35% Mar 2022
Prospera Financial Services 6.9k $372k -1% Mar 2022
Orin Green Financial 6.7k $362k 10% Mar 2022
Trustcore Financial Services 6.7k $360k 0% Mar 2022
Harbor Investment Advisory 6.6k $355k 4% Mar 2022
J2 Capital Management 6.5k $350k 4% Mar 2022
Koss-Olinger Consulting 6.5k $350k -11% Mar 2022
ValMark Advisers 6.4k $344k 2% Mar 2022
Rehmann Capital Advisory 6.3k $341k 100% Mar 2022
Brighton Jones 6.2k $336k 4% Mar 2022
ARGI Investment Services 6.2k $333k 5% Mar 2022
Ameritas Advisory Services 6.2k $332k -89% Mar 2022
Ancora Advisors 5.9k $319k 4% Mar 2022
Fifth Third Bancorp 5.9k $320k -12% Mar 2022
Equitable Holdings 5.8k $311k -6% Mar 2022
Jacobsen Capital Management 5.1k $273k -32% Mar 2022
NVWM 2.4k $128k -69% Mar 2022

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

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 1.2M $67M
AE Wealth Management Sep 2021 953k $53M
Strategic Wealth Partners Sep 2021 696k $39M
Wells Fargo & Company Sep 2021 383k $21M
Cambridge Investment Research Advisors Sep 2021 206k $11M
Strategic Family Wealth Counselors Sep 2021 51k $2.8M
Burt Wealth Advisors Sep 2021 49k $2.7M
Stratos Wealth Partners Dec 2021 42k $2.4M
Ohe Financial Sep 2021 40k $2.2M
Polaris Wealth Advisers Sep 2021 38k $2.1M
GeoWealth Management Sep 2021 38k $2.1M
Barclays Sep 2021 30k $1.7M
Beacon Pointe Advisors Sep 2021 27k $1.5M
PFG Advisors Sep 2021 25k $1.4M
Qube Research & Technologies Dec 2021 24k $1.4M
Janney Capital Management Dec 2021 22k $1.2M
Renaissance Technologies Dec 2021 21k $1.2M
Bridgewater Advisors Dec 2021 19k $1.1M
Harbour Investments Sep 2021 19k $1.1M
Archford Capital Strategies Sep 2021 16k $911k
Sunbelt Securities Sep 2021 15k $807k
Carroll Financial Associates Sep 2021 13k $706k
High Falls Advisors Sep 2021 11k $608k
Boston Research and Management Sep 2021 11k $583k
Aspire Capital Advisors Dec 2021 7.5k $430k
F3Logic Sep 2021 7.4k $410k
HighTower Advisors Sep 2021 7.4k $411k
Kingsview Wealth Management Sep 2021 7.3k $403k
Private Portfolio Partners Sep 2021 6.7k $370k
Coastal Capital Group Sep 2021 6.4k $357k
Arbor Investment Advisors Dec 2021 6.0k $341k