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 |
|---|---|---|---|---|---|
| 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 |
|
| 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 |
|
| Brian McDonald | 5.6k | $325k | -85% | Mar 2025 |
|
| Aveo Capital Partners | 5.1k | $297k | -96% | Mar 2025 |
|
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 |