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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,280
shares
|
$403,615
0.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,228
shares
|
$400,273
0.0% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
6,196
shares
|
$398,216
0.03% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,169
shares
|
$396,481
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,150
shares
|
$395,260
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Divergent Planning, LLC
|
Oct 09, 2025 Q3 2025 |
6,117
shares
|
$393,139
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
6,079
shares
|
$390,697
0.13% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
6,058
shares
|
$389,347
0.08% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,029
shares
|
$387,483
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
5,973
shares
|
$383,884
0.05% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
5,965
shares
|
$383,370
0.1% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,776
shares
|
$371,223
0.03% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,754
shares
|
$369,809
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,683
shares
|
$365,246
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
5,668
shares
|
$364,282
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
5,613
shares
|
$360,747
0.12% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
5,581
shares
|
$358,690
0.1% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,545
shares
|
$356,377
0.04% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,518
shares
|
$354,641
0.01% of portfolio
|
Q2 2025
Added 700.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,430
shares
|
$348,986
0.01% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,349
shares
|
$343,780
0.19% of portfolio
|
Q2 2025
Added 31.07%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$341,852
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
5,211
shares
|
$334,910
0.03% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,081
shares
|
$326,555
0.13% of portfolio
|
Q1 2023
Reduced 27.53%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
5,064
shares
|
$325,463
0.05% of portfolio
|
Q2 2025
Reduced 10.05%
|