Institutional Ownership Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,616,004
shares
|
$94.6 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,072,776
shares
|
$62.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
687,060
shares
|
$40.2 Million
0.0% of portfolio
|
Q3 2024
Added 733.86%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
654,691
shares
|
$38.3 Million
0.86% of portfolio
|
Q4 2024
Added 573.63%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
611,306
shares
|
$35.8 Million
0.73% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
578,172
shares
|
$33.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.81%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
426,881
shares
|
$25 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
381,052
shares
|
$22.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
347,952
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
340,960
shares
|
$20 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
336,377
shares
|
$19.7 Million
3.57% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
318,981
shares
|
$18.7 Million
2.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
311,620
shares
|
$18.2 Million
0.12% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
306,626
shares
|
$18 Million
8.49% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
303,144
shares
|
$17.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
272,742
shares
|
$16 Million
0.04% of portfolio
|
Q4 2024
Added 943.83%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
252,966
shares
|
$14.8 Million
8.6% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
248,154
shares
|
$14.5 Million
0.28% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
246,288
shares
|
$14.4 Million
0.36% of portfolio
|
Q4 2024
Added 463.78%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
235,772
shares
|
$13.8 Million
0.28% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
204,781
shares
|
$12 Million
10.13% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
202,943
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
191,056
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
172,860
shares
|
$10.1 Million
0.38% of portfolio
|
Q3 2024
Added 130.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
172,365
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|