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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,512
shares
|
$195,618
0.01% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,502
shares
|
$195,061
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$192,053
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,370
shares
|
$187,709
0.02% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,367
shares
|
$187,541
0.02% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$178,240
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,972
shares
|
$165,540
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,825
shares
|
$157,352
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,444
shares
|
$136,130
0.1% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,961
shares
|
$109,227
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,882
shares
|
$104,827
0.0% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,863
shares
|
$103,769
0.01% of portfolio
|
Q2 2024
Reduced 24.97%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,830
shares
|
$101,931
0.0% of portfolio
|
Q4 2024
Added 40.99%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,748
shares
|
$97,363
0.0% of portfolio
|
Q4 2024
Added 50.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,691
shares
|
$94,188
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,609
shares
|
$89,621
0.0% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$80,542
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,270
shares
|
$70,739
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,256
shares
|
$69,959
0.01% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,213
shares
|
$67,564
0.02% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,190
shares
|
$66,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,162
shares
|
$64,723
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,160
shares
|
$64,612
0.01% of portfolio
|
Q1 2025
Added 85.9%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
1,138
shares
|
$63,386
0.02% of portfolio
|
Q4 2024
Added 64.45%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,057
shares
|
$58,874
0.02% of portfolio
|
Q1 2024
Added 1.63%
|