Who owns iShares S&P Moderate Allocation Fund ETF?
- Ticker: AOM
- CUSIP Number: 464289875
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Moderate Allocation Fund ETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares S&P Moderate Allocation Fund ETF stock
Who bought or sold iShares S&P Moderate Allocation Fund ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.7M | $114M | 7% | Mar 2024 |
|
| LPL Financial | 930k | $40M | 3% | Mar 2024 |
|
| Morgan Stanley | 331k | $14M | -41% | Mar 2024 |
|
| Royal Bank of Canada | 311k | $13M | -10% | Mar 2024 |
|
| Advisor Group Holdings | 262k | $11M | -9% | Mar 2024 |
|
| Weitzel Financial Services | 246k | $10M | 8% | Dec 2023 |
|
| Wells Fargo & Company | 229k | $9.8M | -77% | Mar 2024 |
|
| Bank of America Corporation | 208k | $8.9M | -4% | Mar 2024 |
|
| Ameriprise Financial | 198k | $8.4M | 135% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 166k | $7.1M | 2% | Mar 2024 |
|
| Weaver Consulting Group | 155k | $6.6M | 1% | Mar 2024 |
|
| Focus Financial Network | 153k | $6.3M | 100% | Mar 2024 |
|
| Commonwealth Equity Services | 135k | $5.8M | 2% | Mar 2024 |
|
| AlTi Global | 130k | $5.6M | -15% | Mar 2024 |
|
| Investment Advisory Group | 129k | $5.5M | 7% | Mar 2024 |
|
| Sontag Advisory | 127k | $5.4M | 100% | Mar 2024 |
|
| Brookstone Capital Management | 119k | $5.1M | 1% | Mar 2024 |
|
| Warren Averett Asset Management | 106k | $4.5M | 45% | Mar 2024 |
|
| Jane Street | 106k | $4.5M | 123% | Mar 2024 |
|
| Branch Banking & Trust Company | 103k | $4.4M | 0% | Mar 2024 |
|
| Consilium Wealth Advisory | 98k | $4.2M | -26% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 94k | $4.0M | -8% | Mar 2024 |
|
| UBS Group | 84k | $3.6M | -6% | Mar 2024 |
|
| Royal Fund Management | 83k | $3.5M | 7% | Mar 2024 |
|
| Focus Financial Network | 81k | $3.3M | 100% | Dec 2023 |
|
| First Financial Bank, N.A. - Trust Division | 80k | $3.3M | -6% | Dec 2023 |
|
| Lodestar Private Asset Management | 80k | $3.4M | 0% | Mar 2024 |
|
| Retireful | 77k | $3.3M | 100% | Mar 2024 |
|
| Mutual Advisors | 69k | $3.0M | 1% | Mar 2024 |
|
| Ameritas Advisory Services | 69k | $2.8M | -36% | Dec 2023 |
|
| Onyx Bridge Wealth Group | 61k | $2.5M | 8% | Mar 2024 |
|
| Financial Advocates Investment Management | 60k | $2.6M | 6% | Mar 2024 |
|
| Aspiriant | 58k | $2.5M | -6% | Mar 2024 |
|
| Smith Anglin Financial | 51k | $2.2M | -18% | Mar 2024 |
|
| Beacon Financial Advisory | 50k | $2.1M | 1% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 50k | $2.1M | -37% | Mar 2024 |
|
| Sentinus | 49k | $2.1M | 100% | Mar 2024 |
|
| Susquehanna International | 46k | $2.0M | 189% | Mar 2024 |
|
| Taylor Financial Group | 42k | $1.7M | 100% | Dec 2023 |
|
| TRUE Private Wealth Advisors | 40k | $1.7M | 50% | Mar 2024 |
|
| Kestra Advisory Services | 40k | $1.7M | -11% | Dec 2023 |
|
| One Capital Management | 40k | $1.7M | 4% | Mar 2024 |
|
| Aveo Capital Partners | 40k | $1.7M | 3% | Mar 2024 |
|
| Patton Albertson & Miller | 39k | $1.7M | -29% | Mar 2024 |
|
| GW & Wade | 34k | $1.4M | 6% | Dec 2023 |
|
| Colony | 34k | $1.4M | 100% | Mar 2024 |
|
| LifePlan Financial | 32k | $1.4M | 0% | Mar 2024 |
|
| Raymond James & Associates | 32k | $1.4M | -97% | Mar 2024 |
|
| Goldman Sachs Group | 31k | $1.3M | 41% | Mar 2024 |
|
| Strategic Financial | 31k | $1.3M | 2% | Dec 2023 |
|
| Harbour Investments | 30k | $1.2M | 12% | Dec 2023 |
|
| RDA Financial Network | 28k | $1.2M | -6% | Mar 2024 |
|
| Ellenbecker Investment Group | 27k | $1.2M | 11% | Mar 2024 |
|
| Sigma Planning | 26k | $1.1M | 93% | Mar 2024 |
|
| CWM | 25k | $1.1M | 0% | Mar 2024 |
|
| Plan Group Financial | 25k | $1.1M | 7% | Mar 2024 |
|
| Fort Henry Capital | 25k | $1.1M | 0% | Mar 2024 |
|
| Financial Enhancement | 24k | $1.0M | 94% | Mar 2024 |
|
| Envestnet Asset Management | 24k | $1.0M | -45% | Mar 2024 |
|
| Comprehensive Portfolio Management | 24k | $1.0M | 0% | Mar 2024 |
|
| Citadel Advisors | 22k | $949k | 100% | Mar 2024 |
|
| H D Vest Advisory Services | 22k | $941k | -2% | Mar 2024 |
|
| Beacon Investment Advisory Services | 20k | $859k | -3% | Mar 2024 |
|
| Reston Wealth Management | 20k | $848k | -3% | Mar 2024 |
|
| Northstar | 20k | $837k | -2% | Mar 2024 |
|
| FinTrust Capital Advisors | 19k | $825k | -31% | Mar 2024 |
|
| Flagship Harbor Advisors | 19k | $811k | 15% | Mar 2024 |
|
| Milestone Asset Management | 18k | $775k | 2% | Mar 2024 |
|
| Atria Wealth Solutions | 18k | $773k | -3% | Mar 2024 |
|
| Global Financial Private Client | 18k | $764k | 2% | Mar 2024 |
|
| Godshalk Welsh Capital Management | 18k | $766k | 1% | Mar 2024 |
|
| Proequities | 18k | $758M | 31% | Mar 2024 |
|
| Sovereign Financial Group | 17k | $747k | 0% | Mar 2024 |
|
| Steel Peak Wealth Management | 17k | $723k | 5% | Mar 2024 |
|
| Marino, Stram & Associates | 17k | $723k | -10% | Mar 2024 |
|
| AE Wealth Management | 17k | $0 | -91% | Mar 2024 |
|
| Eight 31 Financial | 16k | $680k | 96% | Mar 2024 |
|
| Ausdal Financial Partners | 15k | $641k | -19% | Mar 2024 |
|
| National Wealth Management Group | 15k | $617k | 100% | Dec 2023 |
|
| Integrity Financial Corp | 15k | $631k | -5% | Mar 2024 |
|
| Mercer Global Advisors | 14k | $618k | -1% | Mar 2024 |
|
| Clear Creek Financial Management | 14k | $617k | -8% | Mar 2024 |
|
| HighTower Advisors | 14k | $619k | 12% | Mar 2024 |
|
| J.w. Cole Advisors | 14k | $602k | -22% | Mar 2024 |
|
| Mariner Wealth Advisors | 14k | $599k | -17% | Mar 2024 |
|
| Legacy Financial Group | 14k | $595k | 100% | Mar 2024 |
|
| Kingsview Wealth Management | 14k | $586k | -30% | Mar 2024 |
|
| Armstrong, Fleming & Moore | 14k | $579k | 0% | Mar 2024 |
|
| Dentgroup | 13k | $569k | 0% | Mar 2024 |
|
| Centaurus Financial | 13k | $559k | 1% | Mar 2024 |
|
| Gallacher Capital Management | 13k | $538k | 33% | Mar 2024 |
|
| Silver Oak Securities | 12k | $519k | -15% | Mar 2024 |
|
| Wealth Forward | 12k | $514k | -4% | Mar 2024 |
|
| RTD Financial Advisors | 12k | $504k | 0% | Mar 2024 |
|
| SimpliFi | 12k | $499k | 7% | Mar 2024 |
|
| Merriman Wealth Management | 11k | $487k | -12% | Mar 2024 |
|
| First Ascent Asset Management | 11k | $468k | 1% | Dec 2023 |
|
| Stratos Wealth Partners | 11k | $478k | 2% | Mar 2024 |
|
| Beacon Pointe Advisors | 11k | $459k | -5% | Dec 2023 |
|
| Stifel Financial | 11k | $473k | -57% | Mar 2024 |
|
| Kuehl Shepherd Kozlowski & Associates | 11k | $461k | -34% | Mar 2024 |
|
| Us Bancorp | 11k | $456k | 0% | Mar 2024 |
|
| Archvest Wealth Advisors | 11k | $446k | 0% | Mar 2024 |
|
| GeoWealth Management | 10k | $445M | 100% | Mar 2024 |
|
| Prosperity Consulting Group | 10k | $443k | 100% | Mar 2024 |
|
| Integrated Wealth Concepts | 10k | $442k | 14% | Mar 2024 |
|
| Mendel Capital Management | 10k | $428k | 1% | Mar 2024 |
|
| Heirloom Wealth Management | 9.9k | $425k | -6% | Mar 2024 |
|
| Steward Partners Investment Advisory | 9.5k | $408k | 0% | Mar 2024 |
|
| Central Trust & Investment | 9.4k | $403k | 104% | Mar 2024 |
|
| Lido Advisors | 9.4k | $402k | 1% | Mar 2024 |
|
| Archford Capital Strategies | 9.4k | $402k | -1% | Mar 2024 |
|
| Private Advisor | 9.4k | $402k | -39% | Mar 2024 |
|
| Investment Partners | 9.2k | $394k | 4% | Mar 2024 |
|
| Unique Wealth | 9.0k | $385k | 0% | Mar 2024 |
|
| First Heartland Consultants | 8.8k | $377k | -1% | Mar 2024 |
|
| Visionary Wealth Advisors | 8.5k | $365k | -14% | Mar 2024 |
|
| RFG Advisory | 8.5k | $362k | -7% | Mar 2024 |
|
| Capital Investment Advisory Services | 8.3k | $357k | -10% | Mar 2024 |
|
| American Trust | 8.3k | $345k | 12% | Dec 2023 |
|
| Nicolet Advisory Services | 8.3k | $352k | -50% | Mar 2024 |
|
| SRS Capital Advisors | 8.3k | $344k | 11% | Dec 2023 |
|
| McKinley Carter Wealth Services | 8.2k | $350k | 2% | Mar 2024 |
|
| Townsquare Capital | 8.0k | $344k | 100% | Mar 2024 |
|
| CFO4Life | 7.9k | $340k | 0% | Mar 2024 |
|
| Bay Harbor Wealth Management | 7.9k | $336k | 2% | Mar 2024 |
|
| Federation des caisses Desjardins du Quebec | 7.8k | $333k | 100% | Mar 2024 |
|
| United Capital Financial Advisers | 7.7k | $330k | -3% | Mar 2024 |
|
| Syverson Strege & Co | 7.6k | $326k | -26% | Mar 2024 |
|
| Parallel Advisors | 7.5k | $320k | 9% | Mar 2024 |
|
| Leading Edge Financial Planning | 7.4k | $318k | 40% | Mar 2024 |
|
| Axxcess Wealth Management | 7.3k | $303k | 0% | Dec 2023 |
|
| Bank Of Montreal | 6.7k | $288k | 28% | Mar 2024 |
|
| Adams Wealth Management | 6.7k | $278k | -39% | Dec 2023 |
|
| Jpmorgan Chase & Co | 6.5k | $278k | -98% | Mar 2024 |
|
| Compass Financial Group | 6.4k | $272k | -22% | Mar 2024 |
|
| CJM Wealth Advisers | 6.2k | $266k | 100% | Mar 2024 |
|
| Hanson McClain Advisors | 6.2k | $264k | 30% | Mar 2024 |
|
| TPG Financial Advisors | 6.0k | $249k | 3% | Dec 2023 |
|
| Captrust Financial Advisors | 5.9k | $252k | 5% | Mar 2024 |
|
| Aprio Wealth Management | 5.9k | $252k | 100% | Mar 2024 |
|
| Goss Wealth Management | 5.8k | $247k | 100% | Mar 2024 |
|
| Advisory Alpha | 5.7k | $245k | -25% | Mar 2024 |
|
| JFS Wealth Advisors | 5.7k | $243k | -12% | Mar 2024 |
|
| Northwest Wealth Management | 5.7k | $243k | -53% | Mar 2024 |
|
| Kovack Advisors | 5.6k | $240k | -5% | Mar 2024 |
|
| Coastal Investment Advisors | 5.6k | $240k | 13% | Mar 2024 |
|
| Nomura Asset Management | 5.5k | $235k | 0% | Mar 2024 |
|
| Philip James Wealth Mangement | 5.5k | $235k | -2% | Mar 2024 |
|
| PCA Investment Advisory Services | 5.4k | $231k | -1% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 5.3k | $220k | -13% | Dec 2023 |
|
| International Assets Investment Management | 5.2k | $223k | -26% | Mar 2024 |
|
| Harwood Advisory | 5.1k | $219k | -8% | Mar 2024 |
|
| Dynamic Advisors Solutions | 4.9k | $211k | -82% | Mar 2024 |
|
| Founders Financial Alliance | 3.5k | $149k | -40% | Mar 2024 |
|
| SOA Wealth Advisors | 3.5k | $148k | -48% | Mar 2024 |
|
| Brian McDonald | 1.7k | $72k | -73% | Mar 2024 |
|
| Richard Bernstein Advisors | 616.00 | $26k | -93% | Mar 2024 |
|
| IFP Advisors | 236.00 | $9.8k | -99% | Dec 2023 |
|
Who sold out of iShares S&P Moderate Allocation Fund ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kavar Capital Partners Group | Dec 2023 | 275k | $11M |
| Orion Portfolio Solutions | Dec 2023 | 112k | $4.6M |
| Paragon Advisors | Dec 2023 | 94k | $3.9M |
| Thrive Capital Management | Dec 2023 | 93k | $3.9M |
| Janney Montgomery Scott | Dec 2023 | 86k | $3.6M |
| Win Advisors | Dec 2023 | 35k | $1.5M |
| J Arnold Wealth Management | Sep 2023 | 34k | $1.3M |
| Foundations Investment Advisors | Dec 2023 | 20k | $820k |
| Intl Fcstone | Dec 2023 | 13k | $527k |
| Pensionmark Financial Group | Dec 2023 | 12k | $507k |
| WestEnd Advisors | Dec 2023 | 12k | $491k |
| RIA Advisory Group | Dec 2023 | 11k | $585k |
| Syntal Capital Partners | Sep 2023 | 9.6k | $372k |
| CI Private Wealth | Dec 2023 | 8.3k | $343k |
| Kowal Investment Group | Dec 2023 | 7.7k | $321k |
| Zacks Investment Management | Dec 2023 | 7.7k | $321k |
| Howard Wealth Management | Dec 2023 | 6.4k | $266k |
| O'Dell Group | Dec 2023 | 6.0k | $251k |
| Encompass More Asset Management | Dec 2023 | 5.5k | $230k |