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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,300
shares
|
$239,510
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,292
shares
|
$239,064
0.02% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,237
shares
|
$236,000
0.01% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
4,200
shares
|
$233,940
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
4,149
shares
|
$231,099
0.18% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
4,109
shares
|
$228,871
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,104
shares
|
$228,592
0.01% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
4,100
shares
|
$228,370
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,100
shares
|
$228,370
0.02% of portfolio
|
Q4 2023
Added 18.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,052
shares
|
$225,696
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,052
shares
|
$225,696
0.03% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,028
shares
|
$224,359
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,996
shares
|
$222,577
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,901
shares
|
$217,285
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$214,500
19.79% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
3,708
shares
|
$206,535
0.06% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
3,695
shares
|
$205,811
0.19% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$205,421
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,658
shares
|
$203,750
0.04% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,658
shares
|
$203,750
0.03% of portfolio
|
Q2 2024
Reduced 81.06%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,635
shares
|
$202,469
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,621
shares
|
$201,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
3,557
shares
|
$198,124
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
3,557
shares
|
$198,124
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,526
shares
|
$196,398
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|