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 | 1.6M | $88M | 4% | Mar 2024 |
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| Bank of America Corporation | 1.2M | $68M | -2% | Mar 2024 |
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| Global Assets Advisory | 1.2M | $22M | 5663% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 620k | $35M | 100% | Mar 2024 |
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| Aspiriant | 415k | $23M | -11% | Mar 2024 |
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| Wells Fargo & Company | 408k | $23M | -83% | Mar 2024 |
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| Assetmark | 382k | $21M | 18% | Mar 2024 |
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| Strategic Wealth Partners | 319k | $18M | -4% | Mar 2024 |
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| Morgan Stanley | 317k | $18M | -4% | Mar 2024 |
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| LPL Financial | 313k | $17M | 12% | Mar 2024 |
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| Consilium Wealth Advisory | 303k | $17M | 2% | Mar 2024 |
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| Warren Averett Asset Management | 242k | $14M | 26% | Mar 2024 |
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| Royal Bank of Canada | 178k | $9.9M | -31% | Mar 2024 |
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| Lebenthal Global Advisors | 177k | $9.9M | 1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 174k | $9.7M | 1% | Mar 2024 |
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| Advisor Group Holdings | 170k | $9.5M | -2% | Mar 2024 |
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| Bank of New York Mellon | 164k | $9.1M | -2% | Mar 2024 |
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| UBS Group | 160k | $8.9M | 0% | Mar 2024 |
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| Ameriprise Financial | 160k | $8.9M | 248% | Mar 2024 |
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| Kestra Advisory Services | 153k | $8.1M | -6% | Dec 2023 |
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| Bell Investment Advisors | 150k | $8.3M | 1% | Mar 2024 |
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| Richard Bernstein Advisors | 148k | $8.3M | -61% | Mar 2024 |
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| Aveo Capital Partners | 139k | $7.6M | 4% | Mar 2024 |
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| BSW Wealth Partners | 135k | $7.5M | -11% | Mar 2024 |
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| Kestra Private Wealth Services | 119k | $6.6M | 6% | Mar 2024 |
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| TRUE Private Wealth Advisors | 113k | $6.3M | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 110k | $6.1M | -43% | Mar 2024 |
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| Wealth Forward | 104k | $5.8M | 1% | Mar 2024 |
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| Stifel Financial | 93k | $5.2M | -64% | Mar 2024 |
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| Oakmont Partners | 91k | $5.0M | -2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 87k | $4.6M | 96% | Dec 2023 |
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| Unique Wealth | 86k | $4.8M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 83k | $4.6M | 3% | Mar 2024 |
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| LBMC Investment Advisors | 80k | $4.5M | -1% | Mar 2024 |
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| Patton Albertson & Miller | 77k | $4.3M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 77k | $4.3M | 2% | Mar 2024 |
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| Weaver Consulting Group | 76k | $4.2M | 0% | Mar 2024 |
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| Jane Street | 75k | $4.2M | 12% | Mar 2024 |
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| NBT Bank | 72k | $4.0M | 8% | Mar 2024 |
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| Marino, Stram & Associates | 72k | $4.0M | -1% | Mar 2024 |
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| Strategic Family Wealth Counselors | 71k | $3.8M | 42% | Dec 2023 |
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| Ellenbecker Investment Group | 68k | $3.8M | 5% | Mar 2024 |
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| Burt Wealth Advisors | 67k | $3.7M | -1% | Mar 2024 |
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| First Foundation Advisors | 66k | $3.7M | 10% | Mar 2024 |
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| Lodestar Private Asset Management | 66k | $3.7M | 5% | Mar 2024 |
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| GeoWealth Management | 64k | $3.6B | 67452% | Mar 2024 |
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| Brookstone Capital Management | 62k | $3.5M | -3% | Mar 2024 |
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| Focus Financial Network | 60k | $3.2M | 100% | Mar 2024 |
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| Fort Henry Capital | 59k | $3.3M | -2% | Mar 2024 |
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| First Ascent Asset Management | 58k | $3.1M | -3% | Dec 2023 |
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| Viewpoint Investment Partners Corp | 58k | $3.2M | 31% | Mar 2024 |
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| Northwest Wealth Management | 56k | $3.1M | 1% | Mar 2024 |
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| Retireful | 51k | $2.8M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 50k | $2.8M | 3% | Mar 2024 |
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| Raymond James & Associates | 50k | $2.8M | -95% | Mar 2024 |
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| Adviser Investments | 50k | $2.8M | -2% | Mar 2024 |
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| Colony | 49k | $2.7M | 100% | Mar 2024 |
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| GW & Wade | 49k | $2.6M | -9% | Dec 2023 |
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| Ethos Financial Group | 48k | $2.7M | 100% | Mar 2024 |
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| Strategic Financial | 47k | $2.5M | -3% | Dec 2023 |
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| Napa Wealth Management | 44k | $2.3M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 42k | $2.3M | -4% | Mar 2024 |
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| Visionary Wealth Advisors | 42k | $2.3M | 1% | Mar 2024 |
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| Ohe Financial | 41k | $2.3M | -7% | Mar 2024 |
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| FinTrust Capital Advisors | 41k | $2.3M | 15% | Mar 2024 |
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| CI Private Wealth | 40k | $2.2M | -1% | Mar 2024 |
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| Envestnet Asset Management | 39k | $2.2M | -52% | Mar 2024 |
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| Janney Montgomery Scott | 39k | $2.2M | -85% | Mar 2024 |
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| Worth Financial Advisory Group | 38k | $2.1M | -2% | Mar 2024 |
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| WestEnd Advisors | 37k | $2.1M | -90% | Mar 2024 |
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| Prosperity Consulting Group | 36k | $2.0M | 100% | Mar 2024 |
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| John W. Brooker & Co., CPAs | 35k | $1.9M | -1% | Mar 2024 |
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| Integrated Advisors Network | 32k | $1.8M | -1% | Mar 2024 |
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| Legacy Financial Group | 31k | $1.7M | 100% | Mar 2024 |
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| Hanson McClain Advisors | 30k | $1.7M | -5% | Mar 2024 |
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| Harbour Investments | 29k | $1.6M | 0% | Dec 2023 |
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| RTD Financial Advisors | 29k | $1.6M | 9% | Mar 2024 |
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| Harbor Group | 28k | $1.5M | -5% | Mar 2024 |
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| Integrity Financial Corp | 27k | $1.5M | -1% | Mar 2024 |
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| Private Advisor | 26k | $1.5M | 18% | Mar 2024 |
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| Capital Insight Partners | 25k | $1.4M | -15% | Mar 2024 |
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| Qube Research & Technologies | 25k | $1.4M | 3001% | Mar 2024 |
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| Coco Enterprises | 25k | $1.3M | -3% | Mar 2024 |
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| Pacific Capital Wealth Advisors | 24k | $1.4M | 5% | Mar 2024 |
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| Captrust Financial Advisors | 24k | $1.3M | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 24k | $1.3M | 151% | Mar 2024 |
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| Creative Planning | 24k | $1.3M | -10% | Mar 2024 |
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| Stratos Wealth Partners | 22k | $1.2M | 0% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 21k | $1.2M | 100% | Mar 2024 |
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| Oxinas Partners Wealth Management | 21k | $1.2M | 30% | Mar 2024 |
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| SimpliFi | 21k | $1.2M | -3% | Mar 2024 |
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| Northstar | 21k | $1.2M | -11% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 21k | $1.2M | -1% | Mar 2024 |
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| Susquehanna International | 21k | $1.1M | 5% | Mar 2024 |
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| Mutual Advisors | 20k | $1.1M | -10% | Mar 2024 |
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| Dynamic Advisors Solutions | 20k | $1.1M | -81% | Mar 2024 |
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| Relative Value Partners | 19k | $1.0M | 0% | Mar 2024 |
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| Bank Of Montreal | 19k | $1.1M | 6% | Mar 2024 |
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| Integrated Wealth Concepts | 19k | $1.1M | -1% | Mar 2024 |
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| Goldman Sachs Group | 19k | $1.0M | -16% | Mar 2024 |
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| Private Capital Management | 18k | $964k | -6% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 18k | $988k | -26% | Mar 2024 |
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| AE Wealth Management | 17k | $967k | -44% | Mar 2024 |
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| Wagner Bowman Management | 17k | $959k | 0% | Mar 2024 |
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| Sigma Planning | 17k | $950k | 125% | Mar 2024 |
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| Greystone Financial Group | 17k | $945k | 19% | Mar 2024 |
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| PDS Planning | 17k | $923k | -2% | Mar 2024 |
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| High Falls Advisors | 16k | $867k | 6% | Mar 2024 |
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| Sage Financial | 15k | $854k | -8% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 15k | $848k | 0% | Mar 2024 |
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| McKinley Carter Wealth Services | 15k | $844k | -3% | Mar 2024 |
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| David R. Rahn Inc. dba Avalon Capital Management | 15k | $838k | 7% | Mar 2024 |
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| Trilogy Capital | 15k | $829k | -16% | Mar 2024 |
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| Rockefeller Capital Management | 15k | $788k | 8% | Dec 2023 |
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| United Capital Financial Advisers | 15k | $820k | -2% | Mar 2024 |
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| Mercer Global Advisors | 15k | $813k | -16% | Mar 2024 |
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| HighTower Advisors | 15k | $808k | -3% | Mar 2024 |
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| Lincoln National | 14k | $802k | 0% | Mar 2024 |
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| Kingsview Wealth Management | 14k | $802k | -35% | Mar 2024 |
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| Cahaba Wealth Management | 14k | $775k | -7% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $747k | 1% | Mar 2024 |
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| Silver Oak Securities | 13k | $718k | 100% | Mar 2024 |
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| Fidato Wealth | 13k | $705k | 9% | Mar 2024 |
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| Morton Brown Family Wealth | 13k | $703k | -2% | Mar 2024 |
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| Buttonwood Financial Group | 12k | $673k | 1% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 12k | $661k | 1% | Mar 2024 |
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| AdvisorNet Financial | 12k | $658k | -29% | Mar 2024 |
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| Central Trust & Investment | 12k | $651k | 2% | Mar 2024 |
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| Foundations Investment Advisors | 12k | $645k | 127% | Mar 2024 |
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| Kingswood Wealth Advisors | 12k | $640k | -3% | Mar 2024 |
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| Mission Wealth Management | 11k | $633k | 100% | Mar 2024 |
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| New England Private Wealth Advisors | 11k | $629k | 44% | Mar 2024 |
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| Mountain Capital Investment Advisors | 11k | $597k | 1% | Dec 2023 |
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| Archford Capital Strategies | 11k | $627k | -2% | Mar 2024 |
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| HPM Partners | 11k | $614k | 12% | Mar 2024 |
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| Moss Adams Wealth Advisors | 11k | $597k | 103% | Mar 2024 |
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| Tempus Wealth Planning | 11k | $590k | 3% | Mar 2024 |
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| TrinityPoint Wealth | 11k | $583k | 3% | Mar 2024 |
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| Goss Wealth Management | 10k | $579k | 63% | Mar 2024 |
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| Scotia Capital | 10k | $551k | 0% | Dec 2023 |
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| ValMark Advisers | 10k | $577k | 2% | Mar 2024 |
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| Beacon Financial Advisory | 10k | $574k | 6% | Mar 2024 |
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| Corrigan Financial | 10k | $568k | 100% | Mar 2024 |
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| Lido Advisors | 10k | $559k | 2% | Mar 2024 |
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| Prospera Financial Services | 10k | $530k | 0% | Dec 2023 |
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| Sentinus | 9.9k | $550k | 100% | Mar 2024 |
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| Camarda Wealth Advisory | 9.8k | $546k | -2% | Mar 2024 |
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| Reston Wealth Management | 9.8k | $544k | 35% | Mar 2024 |
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| RIA Advisory Group | 9.6k | $536k | -38% | Mar 2024 |
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| Integrity Wealth Solutions | 9.6k | $535k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 9.5k | $527k | -10% | Mar 2024 |
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| Nicolet Advisory Services | 8.8k | $483k | -36% | Mar 2024 |
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| Waterloo Capital | 6.3k | $349k | -52% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 5.3k | $283k | -66% | Dec 2023 |
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| Hrt Financial | 5.3k | $294k | -65% | Mar 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 4.5k | $249k | -61% | Mar 2024 |
|
Who sold out of iShares S&P Growth Allocation Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Victory Capital Management | Dec 2023 | 134k | $7.1M |
| Vestmark Advisory Solutions | Dec 2023 | 62k | $3.3M |
| Treynor Bancshares | Dec 2023 | 37k | $2.0M |
| Citadel Advisors | Dec 2023 | 15k | $779k |
| SageView Advisory Group | Dec 2023 | 13k | $700k |
| D.A. Davidson & Co. | Dec 2023 | 9.9k | $527k |