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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,004
shares
|
$351,594
0.0% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,979
shares
|
$350,130
0.05% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
5,976
shares
|
$349,954
0.12% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,923
shares
|
$346,850
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,911
shares
|
$346,148
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,882
shares
|
$344,449
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,854
shares
|
$342,810
0.0% of portfolio
|
Q3 2024
Reduced 87.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,826
shares
|
$341,170
0.0% of portfolio
|
Q3 2024
Reduced 37.85%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
5,739
shares
|
$336,075
0.04% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
5,694
shares
|
$333,440
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
5,613
shares
|
$328,697
0.12% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
5,581
shares
|
$326,823
0.1% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,578
shares
|
$326,647
0.03% of portfolio
|
Q4 2024
Reduced 97.74%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,519
shares
|
$323,192
0.03% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,467
shares
|
$320,147
0.05% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$311,480
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,280
shares
|
$309,196
0.26% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,243
shares
|
$307,030
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$303,926
0.0% of portfolio
|
Q3 2024
Added 35.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
5,170
shares
|
$302,755
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,081
shares
|
$297,543
0.13% of portfolio
|
Q1 2023
Reduced 27.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,064
shares
|
$296,547
0.0% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,022
shares
|
$294,088
0.03% of portfolio
|
Q2 2023
Reduced 23.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$292,800
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,944
shares
|
$289,520
0.02% of portfolio
|
Q4 2024
Reduced 19.97%
|