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 402 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,055
shares
|
$434,940
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,714
shares
|
$413,918
0.02% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$412,130
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$412,130
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
6,661
shares
|
$410,650
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
6,596
shares
|
$406,643
0.27% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
6,568
shares
|
$404,917
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,413
shares
|
$395,361
0.17% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
6,405
shares
|
$394,868
0.12% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
6,400
shares
|
$394,560
0.28% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,218
shares
|
$383,339
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
6,079
shares
|
$374,770
0.14% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,029
shares
|
$371,687
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
5,973
shares
|
$368,235
0.05% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,968
shares
|
$367,927
0.06% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
5,965
shares
|
$367,742
0.1% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
5,947
shares
|
$366,632
0.08% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,920
shares
|
$364,968
0.03% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,868
shares
|
$361,762
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,832
shares
|
$359,542
0.01% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,826
shares
|
$359,172
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,754
shares
|
$354,734
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,672
shares
|
$349,678
0.0% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
5,660
shares
|
$348,939
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
5,659
shares
|
$348,877
0.28% of portfolio
|
Q2 2025
Reduced 7.89%
|