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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,148
shares
|
$266,591
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,100
shares
|
$263,507
0.02% of portfolio
|
Q4 2023
Added 18.84%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
4,100
shares
|
$263,507
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,048
shares
|
$260,164
0.02% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,025
shares
|
$258,686
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,004
shares
|
$257,337
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,996
shares
|
$256,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
3,993
shares
|
$256,630
0.1% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,968
shares
|
$255,023
0.0% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,950
shares
|
$253,866
0.01% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$247,503
19.79% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
3,851
shares
|
$247,503
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,841
shares
|
$246,861
0.16% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
3,701
shares
|
$237,863
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$237,027
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
3,686
shares
|
$236,899
0.07% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,667
shares
|
$235,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,658
shares
|
$235,099
0.03% of portfolio
|
Q2 2024
Reduced 81.06%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
3,638
shares
|
$233,814
0.14% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
3,615
shares
|
$232,336
0.07% of portfolio
|
Q2 2025
Reduced 57.66%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
3,557
shares
|
$228,608
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,557
shares
|
$228,608
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,545
shares
|
$227,837
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,526
shares
|
$226,616
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
3,522
shares
|
$226,358
0.2% of portfolio
|
Q3 2025
Reduced 37.76%
|