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 415 institutions that hold shares in the stock, with a total of 16.9 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 |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,022
shares
|
$322,763
0.03% of portfolio
|
Q2 2023
Reduced 23.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$321,350
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
4,975
shares
|
$319,743
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,914
shares
|
$315,822
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
4,843
shares
|
$311,259
0.07% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,796
shares
|
$308,238
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
4,794
shares
|
$308,110
0.06% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,695
shares
|
$301,747
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,682
shares
|
$300,912
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,650
shares
|
$298,855
0.1% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,613
shares
|
$296,477
0.05% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,589
shares
|
$294,935
0.07% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
4,560
shares
|
$293,071
0.04% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,553
shares
|
$292,621
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,544
shares
|
$292,042
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
4,500
shares
|
$289,215
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
4,452
shares
|
$286,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
4,378
shares
|
$281,374
0.08% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,300
shares
|
$276,361
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
4,255
shares
|
$273,468
0.13% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
4,220
shares
|
$271,219
0.06% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
4,219
shares
|
$271,155
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
4,200
shares
|
$269,934
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,182
shares
|
$268,777
0.0% of portfolio
|
Q2 2025
Added 438.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,156
shares
|
$267,106
0.02% of portfolio
|
Q2 2025
Reduced 5.76%
|