Who owns iShares S&P Growth Allocation Fund?
- Ticker: AOR
- CUSIP Number: 464289867
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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 | $77M | 3% | Mar 2021 | ||
| Bank of America Corporation | 1.2M | $63M | 1% | Mar 2021 | ||
| AE Wealth Management | 858k | $46M | 3285% | Mar 2021 | ||
| Strategic Wealth Partners | 744k | $40M | -8% | Mar 2021 | ||
| Assetmark | 555k | $30M | 2% | Mar 2021 | ||
| Wells Fargo & Company | 384k | $21M | -32% | Mar 2021 | ||
| LPL Financial | 266k | $14M | 3% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 202k | $11M | 3% | Mar 2021 | ||
| Kestra Advisory Services | 202k | $11M | -7% | Mar 2021 | ||
| UBS Group | 179k | $9.6M | 1% | Mar 2021 | ||
| Royal Bank of Canada | 171k | $9.1M | 12% | Mar 2021 | ||
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| Aveo Capital Partners | 167k | $8.9M | 100% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 151k | $8.1M | 14% | Mar 2021 | ||
| Advisor Group Holdings | 149k | $8.0M | -2% | Mar 2021 | ||
| Commonwealth Equity Services | 121k | $6.5M | -17% | Mar 2021 | ||
| Bank of New York Mellon | 118k | $6.3M | 2% | Mar 2021 | ||
| Weaver Consulting Group | 90k | $4.8M | -3% | Mar 2021 | ||
| LBMC Investment Advisors | 81k | $4.4M | -1% | Mar 2021 | ||
| Wilbanks Smith & Thomas Asset Management | 81k | $4.4M | 100% | Mar 2021 | ||
| Fort Henry Capital | 80k | $4.3M | 8% | Mar 2021 | ||
| Patton Albertson & Miller | 79k | $4.2M | -7% | Mar 2021 | ||
| Madrona Financial Services | 78k | $4.2M | 7% | Mar 2021 | ||
| Marino, Stram & Associates | 75k | $4.0M | -2% | Mar 2021 | ||
| Warren Averett Asset Management | 66k | $3.7M | 10% | Mar 2021 | ||
| Calton & Associates | 64k | $3.4M | 968% | Mar 2021 | ||
| Northwest Wealth Management | 63k | $3.4M | 1% | Mar 2021 | ||
| Sage Financial | 62k | $3.3M | -25% | Mar 2021 | ||
| Aspiriant | 54k | $2.9M | 43% | Mar 2021 | ||
| Strategic Family Wealth Counselors | 51k | $2.7M | 0% | Mar 2021 | ||
| Strategic Financial | 51k | $2.7M | 5% | Mar 2021 | ||
| Little House Capital | 50k | $2.7M | 100% | Mar 2021 | ||
| Harrell Investment Partners | 50k | $2.7M | 51% | Mar 2021 | ||
| Burt Wealth Advisors | 49k | $2.6M | 0% | Mar 2021 | ||
| Visionary Wealth Advisors | 47k | $2.5M | -6% | Mar 2021 | ||
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 46k | $2.5M | 17% | Mar 2021 | ||
| Ameriprise Financial | 46k | $2.4M | -2% | Mar 2021 | ||
| Ohe Financial | 42k | $2.2M | -14% | Mar 2021 | ||
| Polaris Wealth Advisers | 39k | $2.1M | -4% | Mar 2021 | ||
| Brookstone Capital Management | 38k | $2.0M | 11% | Mar 2021 | ||
| GW & Wade | 38k | $2.0M | 39% | Mar 2021 | ||
| Kovack Advisors | 38k | $2.0M | 100% | Mar 2021 | ||
| Branch Banking & Trust Company | 36k | $1.9M | -53% | Mar 2021 | ||
| Citadel Advisors | 35k | $1.9M | 100% | Mar 2021 | ||
| Kuehl Shepherd Kozlowski & Associates | 34k | $1.9M | 3% | Mar 2021 | ||
| Northstar | 33k | $1.8M | -9% | Mar 2021 | ||
| TRUE Private Wealth Advisors | 30k | $1.6M | -4% | Mar 2021 | ||
| Cahaba Wealth Management | 29k | $1.6M | -1% | Mar 2021 | ||
| First Ascent Asset Management | 29k | $1.5M | 9% | Mar 2021 | ||
| Private Advisor | 29k | $1.5M | 19% | Mar 2021 | ||
| Reston Wealth Management | 28k | $1.5M | -5% | Mar 2021 | ||
| Stratos Wealth Partners | 27k | $1.5M | -6% | Mar 2021 | ||
| Nicolet Advisory Services | 26k | $1.4M | -6% | Mar 2021 | ||
| Ausdal Financial Partners | 25k | $1.4M | -7% | Mar 2021 | ||
| Fifth Third Bancorp | 25k | $1.3M | 24% | Mar 2021 | ||
| Envestnet Asset Management | 24k | $1.3M | -12% | Mar 2021 | ||
| Capital Insight Partners | 24k | $1.3M | 7% | Mar 2021 | ||
| Dynamic Advisors Solutions | 24k | $1.3M | 1% | Mar 2021 | ||
| AdvisorNet Financial | 23k | $1.2M | 0% | Mar 2021 | ||
| Oxford Financial | 22k | $1.2M | -45% | Mar 2021 | ||
| HighTower Advisors | 20k | $1.1M | 217% | Mar 2021 | ||
| Wealthquest | 20k | $1.1M | 25% | Mar 2021 | ||
| Archford Capital Strategies | 19k | $1.1M | -8% | Mar 2021 | ||
| Trilogy Capital | 18k | $969k | -7% | Mar 2021 | ||
| Professional Financial Advisors | 17k | $925k | -38% | Mar 2021 | ||
| McKinley Carter Wealth Services | 17k | $893k | 100% | Mar 2021 | ||
| Cardan Capital Partners | 15k | $811k | -13% | Mar 2021 | ||
| Efficient Advisors | 15k | $805k | -31% | Mar 2021 | ||
| Integrated Wealth Concepts | 14k | $758k | 100% | Mar 2021 | ||
| Scotia Capital | 14k | $753k | 30% | Mar 2021 | ||
| Financial Network Investment Corporation | 14k | $752k | 0% | Mar 2021 | ||
| Greystone Financial Group | 14k | $758k | 9% | Mar 2021 | ||
| Tempus Wealth Planning | 14k | $730k | 0% | Mar 2021 | ||
| Geneos Wealth Management | 14k | $742k | -4% | Mar 2021 | ||
| Sunbelt Securities | 13k | $716k | -13% | Mar 2021 | ||
| Great Point Wealth Advisors | 13k | $700k | -9% | Mar 2021 | ||
| Camarda Wealth Advisory | 13k | $693k | 11% | Mar 2021 | ||
| Financial Strategies Group | 13k | $688k | 2% | Mar 2021 | ||
| Carroll Financial Associates | 13k | $713k | -3% | Jun 2021 | ||
| BlueCrest Capital Management | 13k | $681k | 100% | Mar 2021 | ||
| Legacy Financial Group | 13k | $681k | 14% | Mar 2021 | ||
| RDA Financial Network | 13k | $672k | -1% | Mar 2021 | ||
| Fullen Financial Group | 12k | $652k | 3% | Mar 2021 | ||
| Janney Montgomery Scott | 12k | $643k | 10% | Mar 2021 | ||
| Lincoln National | 12k | $642k | -16% | Mar 2021 | ||
| Roman Butler Fullerton & Co | 12k | $631k | 2% | Mar 2021 | ||
| United Capital Financial Advisers | 11k | $612k | -30% | Mar 2021 | ||
| Frank. Day | 11k | $612k | -3% | Mar 2021 | ||
| H D Vest Advisory Services | 11k | $606k | 81% | Mar 2021 | ||
| Mercer Global Advisors | 11k | $600k | 100% | Mar 2021 | ||
| Mutual Advisors | 11k | $599k | 100% | Mar 2021 | ||
| Lido Advisors | 11k | $590k | -16% | Mar 2021 | ||
| Great Valley Advisor Group | 11k | $585k | 4% | Mar 2021 | ||
| Boston Research and Management | 11k | $583k | -11% | Mar 2021 | ||
| Western Wealth Management | 11k | $569k | 15% | Mar 2021 | ||
| Ahrens Investment Partners | 10k | $551k | 10% | Mar 2021 | ||
| Canal Capital Management | 9.5k | $510k | 1% | Mar 2021 | ||
| Compass Advisory Group | 9.4k | $506k | 100% | Mar 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 8.9k | $477k | -19% | Mar 2021 | ||
| Arbor Investment Advisors | 8.7k | $467k | 0% | Mar 2021 | ||
| Centaurus Financial | 8.7k | $465k | 1% | Mar 2021 | ||
| Hubbell Strickland Wealth Management | 8.6k | $459k | -5% | Mar 2021 | ||
| Summit Financial Wealth Advisors | 8.5k | $443k | 0% | Mar 2021 | ||
| Cetera Investment Advisers | 8.5k | $454k | 23% | Mar 2021 | ||
| Captrust Financial Advisors | 8.3k | $443k | -25% | Mar 2021 | ||
| Jacobsen Capital Management | 7.9k | $424k | -30% | Mar 2021 | ||
| Rockefeller Capital Management | 7.9k | $420k | 100% | Mar 2021 | ||
| Jpmorgan Chase & Co | 7.8k | $418k | 6% | Mar 2021 | ||
| John W. Brooker & Co., CPAs | 7.7k | $411k | 605% | Mar 2021 | ||
| Beacon Financial Advisory | 7.6k | $408k | 0% | Mar 2021 | ||
| Prospera Financial Services | 7.4k | $396k | 11% | Mar 2021 | ||
| Koss-Olinger Consulting | 7.4k | $395k | 100% | Mar 2021 | ||
| Midwest Professional Planners | 7.2k | $300k | -4% | Mar 2021 | ||
| Cowa | 7.2k | $393k | 10% | Mar 2021 | ||
| Coastal Capital Group | 7.2k | $384k | 15% | Mar 2021 | ||
| Syverson Strege & Co | 7.1k | $382k | 3% | Mar 2021 | ||
| F3Logic | 6.9k | $368k | -4% | Mar 2021 | ||
| Trustcore Financial Services | 6.7k | $357k | 0% | Mar 2021 | ||
| Private Portfolio Partners | 6.6k | $356k | 0% | Mar 2021 | ||
| Stonehearth Capital Management | 6.5k | $350k | 2% | Mar 2021 | ||
| Divergent Planning | 6.2k | $341k | -18% | Mar 2021 | ||
| Kingsview Wealth Management | 6.1k | $332k | 11% | Mar 2021 | ||
| Lighthouse Financial Advisors | 6.1k | $324k | 10% | Mar 2021 | ||
| Susquehanna International | 6.0k | $319k | -36% | Mar 2021 | ||
| Ancora Advisors | 5.9k | $319k | 1987% | Mar 2021 | ||
| Tiedemann Wealth Management | 5.9k | $319k | 0% | Mar 2021 | ||
| Harbor Investment Advisory | 5.9k | $314k | 3% | Mar 2021 | ||
| Orin Green Financial | 5.9k | $314k | -9% | Mar 2021 | ||
| Alexandria Capital | 5.8k | $309k | 0% | Mar 2021 | ||
| RFG Advisory | 5.8k | $308k | -5% | Mar 2021 | ||
| Occidental Asset Management | 5.5k | $296k | 5% | Mar 2021 | ||
| Financial Advocates Investment Management | 5.4k | $292k | -63% | Mar 2021 | ||
| FMR | 5.4k | $289k | -33% | Mar 2021 | ||
| Stifel Financial | 5.3k | $285k | -44% | Mar 2021 | ||
| Boston Standard Wealth Management | 5.2k | $279k | -2% | Mar 2021 | ||
| High Falls Advisors | 5.2k | $279k | 100% | Mar 2021 | ||
| NVWM | 5.2k | $279k | 15% | Mar 2021 | ||
| Brandywine Oak Private Wealth | 5.1k | $272k | 1% | Mar 2021 | ||
| Godshalk Welsh Capital Management | 5.0k | $270k | -2% | Mar 2021 | ||
| Rothschild Investment Corp | 5.0k | $268k | 0% | Mar 2021 | ||
| Equitable Holdings | 5.0k | $266k | 100% | Mar 2021 | ||
| Mascoma Wealth Management | 4.8k | $257k | 100% | Mar 2021 | ||
| ARGI Investment Services | 4.8k | $256k | -8% | Mar 2021 | ||
| Marshall Financial Group | 4.8k | $255k | -33% | Mar 2021 | ||
| Capital Investment Advisory Services | 4.8k | $254k | -2% | Mar 2021 | ||
| Orion Portfolio Solutions | 4.7k | $251k | 0% | Mar 2021 | ||
| Charles Schwab Investment Advisory | 4.7k | $250k | 100% | Mar 2021 | ||
| Hanson McClain Advisors | 4.6k | $246k | -48% | Mar 2021 | ||
| Howard Wealth Management | 4.6k | $245k | 3% | Mar 2021 | ||
| Financial Services Advisory | 4.6k | $245k | 100% | Mar 2021 | ||
| Capital Advisors Wealth Management | 4.5k | $242k | 100% | Mar 2021 | ||
| Raymond James & Associates | 4.4k | $238k | -50% | Mar 2021 | ||
| Van Hulzen Asset Management | 4.2k | $223k | -9% | Mar 2021 | ||
| IFG Advisory | 3.9k | $207k | -22% | Mar 2021 | ||
| IFP Advisors | 1.0k | $54k | -97% | Mar 2021 | ||
Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Morgan Stanley | Dec 2020 | 281k | $15M |
| Arq Wealth Advisors | Dec 2020 | 179k | $9.4M |
| Qube Research & Technologies | Dec 2020 | 63k | $3.3M |
| FormulaFolio Investments | Dec 2020 | 29k | $1.5M |
| Renaissance Technologies | Dec 2020 | 23k | $1.2M |
| Sawtooth Asset Management | Dec 2020 | 17k | $891k |
| PFG Advisors | Dec 2020 | 5.7k | $296k |
| Lebenthal Global Advisors | Dec 2020 | 5.3k | $277k |
| Glovista Investments | Dec 2020 | 5.0k | $261k |
| Corepath Wealth Partners | Dec 2020 | 4.9k | $259k |
| Almanack Investment Partners | Dec 2020 | 4.9k | $255k |
| SlateStone Wealth | Dec 2020 | 4.7k | $243k |