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 389 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 $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$292,550
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,971
shares
|
$290,853
0.05% of portfolio
|
Q4 2024
Added 25.31%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,944
shares
|
$289,273
0.02% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,923
shares
|
$288,044
0.03% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,917
shares
|
$287,693
0.0% of portfolio
|
Q4 2024
Added 185.21%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,853
shares
|
$283,949
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$280,848
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,794
shares
|
$280,496
0.06% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
4,671
shares
|
$273,300
0.08% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
4,626
shares
|
$270,667
0.09% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
4,603
shares
|
$269,321
0.14% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$268,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
4,582
shares
|
$268,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
4,525
shares
|
$264,757
0.03% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
4,456
shares
|
$260,720
0.01% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,409
shares
|
$257,970
0.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
4,402
shares
|
$257,561
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,330
shares
|
$253,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,305
shares
|
$251,885
0.09% of portfolio
|
Q2 2024
Added 8.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,300
shares
|
$251,593
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,292
shares
|
$251,124
0.02% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,264
shares
|
$249,486
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,237
shares
|
$247,906
0.01% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
4,200
shares
|
$245,742
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
4,149
shares
|
$242,757
0.18% of portfolio
|
Q4 2024
Added 1.79%
|