Who owns iShares S&P Conservative Allocatn Fd ETF?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares S&P Conservative Allocatn Fd ETF with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of iShares S&P Conservative Allocatn Fd ETF stock

Who bought or sold iShares S&P Conservative Allocatn Fd ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Atlas Capital Advisors 519k $19M 0% Mar 2024
 View chart
LPL Financial 449k $17M -21% Mar 2024
 View chart
BlackRock 321k $12M -2% Mar 2024
 View chart
Lido Advisors 284k $10M -19% Mar 2024
 View chart
Morgan Stanley 174k $6.4M -12% Mar 2024
 View chart
Wells Fargo & Company 168k $6.2M -66% Mar 2024
 View chart
Curran Financial Partners 164k $6.0M 3% Mar 2024
 View chart
Weaver Consulting Group 155k $5.7M -3% Mar 2024
 View chart
National Bank Of Canada /fi/ 153k $5.5M -38% Dec 2023
 View chart
Investment Advisory Group 146k $5.4M 1% Mar 2024
 View chart
WNY Asset Management 132k $4.9M -13% Mar 2024
 View chart
Bank of America Corporation 128k $4.7M -48% Mar 2024
 View chart
Cambridge Investment Research Advisors 108k $4.0M -7% Mar 2024
 View chart
Advisor Group Holdings 106k $3.9M -21% Mar 2024
 View chart
Archvest Wealth Advisors 87k $3.2M 0% Mar 2024
 View chart
Trilogy Capital 80k $2.9M -4% Mar 2024
 View chart
Brookstone Capital Management 77k $2.8M -10% Mar 2024
 View chart
Ameriprise Financial 72k $2.6M -5% Mar 2024
 View chart
SageView Advisory Group 71k $3.6M 100% Mar 2024
 View chart
Congress Asset Management 55k $2.0M -58% Mar 2024
 View chart
Cetera Investment Advisers 54k $2.0M 395% Mar 2024
 View chart
Ausdal Financial Partners 49k $1.8M 4% Mar 2024
 View chart
Consilium Wealth Advisory 48k $1.8M -1% Mar 2024
 View chart
Goldman Sachs Group 40k $1.5M 54% Mar 2024
 View chart
AE Wealth Management 40k $1.5M -70% Mar 2024
 View chart
Royal Bank of Canada 38k $1.4M -49% Mar 2024
 View chart
UBS Group 38k $1.4M -4% Mar 2024
 View chart
J.w. Cole Advisors 36k $1.3M -2% Mar 2024
 View chart
CI Private Wealth 36k $1.3M -10% Mar 2024
 View chart
Commonwealth Equity Services 33k $1.2M 5% Mar 2024
 View chart
Atria Wealth Solutions 32k $1.2M -1% Mar 2024
 View chart
Citadel Advisors 32k $1.2M 12% Mar 2024
 View chart
Sentinus 29k $1.1M 100% Mar 2024
 View chart
Charles Schwab Trust 29k $1.1M 100% Mar 2024
 View chart
Jane Street 27k $995k -29% Mar 2024
 View chart
RDA Financial Network 26k $971k -4% Mar 2024
 View chart
Raymond James Financial Services Advisors 26k $960k -65% Mar 2024
 View chart
Capital Investment Advisory Services 25k $930k 0% Mar 2024
 View chart
Eight 31 Financial 25k $927k 100% Mar 2024
 View chart
Harbour Investments 24k $866k 1% Dec 2023
 View chart
Flagship Harbor Advisors 22k $809k 29% Mar 2024
 View chart
Harwood Advisory 19k $709k -9% Mar 2024
 View chart
Private Advisor 19k $692k -1% Mar 2024
 View chart
Camarda Wealth Advisory 18k $663k -3% Mar 2024
 View chart
Federation des caisses Desjardins du Quebec 18k $653k 100% Mar 2024
 View chart
Warren Averett Asset Management 18k $649k 17% Mar 2024
 View chart
Modera Wealth Management 17k $622k 1% Mar 2024
 View chart
REDW Stanley Financial Advisors 17k $614k 0% Mar 2024
 View chart
Wealth Forward 16k $602k 1% Mar 2024
 View chart
Valley Financial Group 16k $584k 100% Mar 2024
 View chart
Aveo Capital Partners 16k $571k 0% Mar 2024
 View chart
Assetmark 16k $578k -37% Mar 2024
 View chart
Kestra Advisory Services 15k $527k -9% Dec 2023
 View chart
First Personal Financial Services 13k $493k 1% Mar 2024
 View chart
Gainplan 13k $484k 0% Mar 2024
 View chart
Susquehanna International 13k $482k -71% Mar 2024
 View chart
Envestnet Asset Management 12k $458k -55% Mar 2024
 View chart
Waterloo Capital 12k $449k 47% Mar 2024
 View chart
Prosperity Consulting Group 12k $427k 100% Mar 2024
 View chart
Plan Group Financial 11k $420k -5% Mar 2024
 View chart
TRUE Private Wealth Advisors 11k $419k 6% Mar 2024
 View chart
Belpointe Asset Management 11k $419k -10% Mar 2024
 View chart
Silver Oak Securities 11k $416k -81% Mar 2024
 View chart
Raymond James & Associates 11k $408k -97% Mar 2024
 View chart
Spire Wealth Management 11k $399k -9% Mar 2024
 View chart
Millington Financial Advisors 11k $386k 7% Mar 2024
 View chart
Qube Research & Technologies 10k $373k 1372% Mar 2024
 View chart
Chicago Partners Investment 9.7k $351k 13% Mar 2024
 View chart
Legacy Financial Group 9.5k $350k 100% Mar 2024
 View chart
Reston Wealth Management 9.5k $349k -8% Mar 2024
 View chart
Bank Of Montreal 9.2k $338k 1% Mar 2024
 View chart
JDM Financial Group 9.1k $334k 21% Mar 2024
 View chart
National Wealth Management Group 8.8k $325k 0% Mar 2024
 View chart
First Ascent Asset Management 8.6k $311k 19% Dec 2023
 View chart
Stifel Financial 8.4k $309k -61% Mar 2024
 View chart
Oakmont Partners 8.0k $296k 0% Mar 2024
 View chart
Advisory Alpha 7.7k $284k -16% Mar 2024
 View chart
Nicolet Advisory Services 7.7k $281k -20% Mar 2024
 View chart
CWM 7.0k $257k -1% Mar 2024
 View chart
Orion Portfolio Solutions 7.0k $256k -1% Mar 2024
 View chart
Integrity Financial Corp 6.9k $256k -10% Mar 2024
 View chart
Verus Capital Partners 6.7k $247k 100% Mar 2024
 View chart
Axxcess Wealth Management 6.7k $242k -28% Dec 2023
 View chart
Capital Asset Advisory Services 6.6k $242k -1% Mar 2024
 View chart
Thrivent Financial for Lutherans 6.6k $244k -31% Mar 2024
 View chart
Creative Financial Designs 6.6k $243k -14% Mar 2024
 View chart
USAdvisors Wealth Management 6.6k $243k -7% Mar 2024
 View chart
Insight Wealth Partners 6.5k $238k 0% Mar 2024
 View chart
FinTrust Capital Advisors 6.2k $229k 128% Mar 2024
 View chart
Napa Wealth Management 6.1k $221k 100% Dec 2023
 View chart
Eagle Strategies 6.0k $222k 100% Mar 2024
 View chart
Moss Adams Wealth Advisors 6.0k $221k 1% Mar 2024
 View chart
Prospera Financial Services 5.9k $214k 100% Dec 2023
 View chart
Western Wealth Management 5.7k $208k 0% Mar 2024
 View chart
IFP Advisors 5.4k $196k -43% Dec 2023
 View chart
Lazard Asset Management 5.1k $185k 100% Dec 2023
 View chart
Brian McDonald 4.3k $157k 15% Mar 2024
 View chart
Centaurus Financial 4.2k $155k -13% Mar 2024
 View chart
Costello Asset Management 4.2k $154k -16% Mar 2024
 View chart
Aptus Capital Advisors 4.1k $151k 15% Mar 2024
 View chart
Proequities 4.0k $149M 0% Mar 2024
 View chart
Steward Partners Investment Advisory 3.8k $141k -1% Mar 2024
 View chart
Bay Harbor Wealth Management 3.3k $122k 1% Mar 2024
 View chart
Jpmorgan Chase & Co 3.3k $121k 6% Mar 2024
 View chart
GeoWealth Management 3.1k $115M -96% Mar 2024
 View chart
Hanson McClain Advisors 2.6k $96k -5% Mar 2024
 View chart
Central Trust & Investment 2.4k $87k 0% Mar 2024
 View chart
Joseph Group Capital Management 2.2k $82k 0% Mar 2024
 View chart
VitalStone Financial 2.1k $76k 3% Mar 2024
 View chart
SRS Capital Advisors 2.1k $75k 29% Dec 2023
 View chart
Retirement Group 2.0k $74k 0% Mar 2024
 View chart
AdvisorNet Financial 1.8k $67k -4% Mar 2024
 View chart
TD Waterhouse Canada 1.6k $90k 100% Mar 2024
 View chart
United Community Bank 1.4k $53k 100% Mar 2024
 View chart
Coastal Investment Advisors 1.2k $44k 100% Mar 2024
 View chart
Cornerstone Planning Group 1.1k $41k 22% Mar 2024
 View chart
Geneos Wealth Management 904.00 $33k 0% Mar 2024
 View chart
Country Trust Bank 702.00 $26k 100% Mar 2024
 View chart
Rain Capital Management 650.00 $24k 2% Mar 2024
 View chart
Delta Asset Management 600.00 $22k 0% Dec 2023
 View chart
Venturi Wealth Management 590.00 $22k 0% Mar 2024
 View chart
Nbc Securities 575.00 $21k 0% Mar 2024
 View chart
Archer Investment Corp 553.00 $20k 100% Mar 2024
 View chart
Tidemark 551.00 $20k 0% Mar 2024
 View chart
Absolute Investment Management 473.00 $17k 41% Mar 2024
 View chart
Coston, McIsaac & Partners 432.00 $15k 1% Mar 2024
 View chart
Harbor Investment Advisory 381.00 $14k 0% Mar 2024
 View chart
Mascoma Wealth Management 368.00 $14k -43% Mar 2024
 View chart
First Command Advisory Services 312.00 $12k 100% Mar 2024
 View chart
FSA Wealth Management 288.00 $11k 0% Mar 2024
 View chart
ICA Group Wealth Management 277.00 $10k 0% Mar 2024
 View chart
SOA Wealth Advisors 270.00 $9.9k 0% Mar 2024
 View chart
JNBA Financial Advisors 173.00 $6.4k 33% Mar 2024
 View chart
Financial Perspectives 155.00 $5.7k 0% Mar 2024
 View chart
Horizons Wealth Management 148.00 $5.3k 0% Mar 2024
 View chart
Sunbelt Securities 146.00 $5.4k 0% Mar 2024
 View chart
NVWM 132.00 $4.9k 116% Mar 2024
 View chart
Sugarloaf Wealth Management 110.00 $4.1k 0% Mar 2024
 View chart
Goss Wealth Management 95.00 $3.5k 0% Mar 2024
 View chart
RFP Financial Group 71.00 $2.6k 0% Mar 2024
 View chart
Ronald Blue Trust 60.00 $2.2k 100% Mar 2024
 View chart
Pineridge Advisors 55.00 $2.0k -8% Mar 2024
 View chart
Tower Research Capital 53.00 $2.0k 15% Mar 2024
 View chart
CGC Financial Services 33.00 $1.2k 0% Mar 2024
 View chart
Continuum Advisory 28.00 $1.0k 100% Mar 2024
 View chart
Bnp Paribas Arbitrage, Snc 1.00 $37.000000 0% Mar 2024
 View chart
FMR 1.00 $37.000000 0% Mar 2024
 View chart

Who sold out of iShares S&P Conservative Allocatn Fd ETF?

Fund or Company Name Date Sold Shares Held Valued At
Win Advisors Dec 2023 317k $11M
Retireful Dec 2023 101k $3.6M
Thrive Capital Management Dec 2023 99k $3.6M
Legacy Capital Wealth Partners Sep 2023 40k $1.4M
Branch Banking & Trust Company Dec 2023 38k $1.4M
Multi-Financial Securities Sep 2023 33k $1.1M
Janney Montgomery Scott Dec 2023 28k $1.0M
J Arnold Wealth Management Sep 2023 11k $375k
Buckingham Strategic Partners Dec 2023 11k $386k
Family Wealth Partners Dec 2023 11k $386k
Financial Network Investment Corporation Sep 2023 11k $359k
Mutual Advisors Dec 2023 8.8k $320k
Resources Investment Advisors Sep 2023 6.8k $230k
Integrated Wealth Concepts Sep 2023 6.0k $204k
Fort Point Capital Partners Sep 2023 6.0k $203k
Vestmark Advisory Solutions Dec 2023 6.0k $215k
WestEnd Advisors Dec 2023 5.5k $198k
Advisory Services Network Dec 2023 885.00 $32k
Bessemer Sep 2023 751.00 $26k
Parallel Advisors Dec 2023 601.00 $22k
Northwestern Mutual Wealth Management Company Sep 2023 342.00 $12k
Global Wealth Management Investment Advisory Dec 2023 315.00 $11k
Live Oak Investment Partners Sep 2023 42.00 $1.4k
Bogart Wealth Dec 2023 40.00 $1.4k