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 388 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
6,446
shares
|
$359,042
0.26% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
6,431
shares
|
$358,206
0.03% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,383
shares
|
$355,533
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
6,308
shares
|
$351,355
0.27% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,272
shares
|
$349,350
0.05% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,249
shares
|
$348,069
0.01% of portfolio
|
Q1 2025
Added 140.44%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
6,189
shares
|
$344,727
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6,159
shares
|
$343,056
0.01% of portfolio
|
Q4 2024
Added 2455.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,151
shares
|
$342,610
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
6,144
shares
|
$342,220
0.24% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
6,079
shares
|
$338,600
0.14% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
5,976
shares
|
$332,863
0.12% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,968
shares
|
$332,417
0.06% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
5,965
shares
|
$332,250
0.1% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,882
shares
|
$327,627
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,846
shares
|
$325,622
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,826
shares
|
$324,508
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
5,739
shares
|
$319,662
0.04% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
5,660
shares
|
$315,262
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
5,613
shares
|
$312,644
0.12% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
5,581
shares
|
$310,861
0.1% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,578
shares
|
$310,694
0.03% of portfolio
|
Q4 2024
Reduced 97.74%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,519
shares
|
$307,408
0.03% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,503
shares
|
$306,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$296,268
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|