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 378 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
4,076
shares
|
$238,690
0.19% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,052
shares
|
$237,285
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,028
shares
|
$235,879
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,996
shares
|
$234,005
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,967
shares
|
$232,307
0.05% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,851
shares
|
$225,514
0.01% of portfolio
|
Q4 2024
Reduced 74.47%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$225,514
19.79% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
3,850
shares
|
$225,456
0.09% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
3,708
shares
|
$217,140
0.06% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,700
shares
|
$216,672
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$215,969
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,658
shares
|
$214,212
0.03% of portfolio
|
Q2 2024
Reduced 81.06%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,658
shares
|
$214,212
0.03% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,621
shares
|
$212,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,615
shares
|
$211,694
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
3,580
shares
|
$209,644
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,557
shares
|
$208,297
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,527
shares
|
$206,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,512
shares
|
$205,662
0.01% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,502
shares
|
$205,077
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$201,914
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
3,370
shares
|
$197,347
0.03% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$187,392
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,972
shares
|
$174,040
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,795
shares
|
$163,675
0.0% of portfolio
|
Q3 2024
Added 0.5%
|