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 419 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
8,032
shares
|
$516,216
0.09% of portfolio
|
Q2 2025
Reduced 50.67%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
8,022
shares
|
$515,573
0.08% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,953
shares
|
$511,139
0.01% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
7,945
shares
|
$510,625
0.03% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
7,911
shares
|
$508,439
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
7,901
shares
|
$507,797
0.04% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,599
shares
|
$488,387
0.19% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,555
shares
|
$485,559
0.04% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
7,538
shares
|
$484,467
0.33% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,426
shares
|
$477,269
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,418
shares
|
$476,754
0.05% of portfolio
|
Q2 2025
Added 44.54%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
7,387
shares
|
$474,762
0.06% of portfolio
|
Q2 2025
Added 63.25%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
7,210
shares
|
$463,386
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,151
shares
|
$459,594
0.03% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,055
shares
|
$453,424
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,962
shares
|
$447,447
0.2% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
6,886
shares
|
$442,563
0.1% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,885
shares
|
$442,498
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,733
shares
|
$432,729
0.02% of portfolio
|
Q2 2025
Added 32.93%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,705
shares
|
$430,930
0.07% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$429,644
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$429,644
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
6,568
shares
|
$422,125
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
6,438
shares
|
$413,770
0.12% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
6,400
shares
|
$411,328
0.28% of portfolio
|
Q2 2025
Added 1.01%
|