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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,515
shares
|
$225,909
0.0% of portfolio
|
Q2 2025
Reduced 39.67%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,502
shares
|
$225,073
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
3,449
shares
|
$221,667
0.02% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$221,602
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
3,421
shares
|
$219,867
0.05% of portfolio
|
Q2 2025
Reduced 33.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,412
shares
|
$219,289
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,383
shares
|
$217,425
0.0% of portfolio
|
Q2 2025
Reduced 37.82%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,367
shares
|
$216,397
0.03% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
3,355
shares
|
$215,625
0.17% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
3,304
shares
|
$212,348
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,284
shares
|
$211,062
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$205,664
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
3,159
shares
|
$203,028
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2,983
shares
|
$191,717
0.1% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
2,960
shares
|
$190,239
0.12% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,834
shares
|
$182,141
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,596
shares
|
$166,844
0.11% of portfolio
|
Q2 2025
Reduced 60.64%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,512
shares
|
$161,446
0.0% of portfolio
|
Q2 2025
Reduced 79.66%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,445
shares
|
$157,140
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,140
shares
|
$137,537
0.0% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,861
shares
|
$119,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,691
shares
|
$108,680
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,609
shares
|
$103,410
0.0% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$92,934
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1,379
shares
|
$88,628
0.01% of portfolio
|
Q2 2025
Added 1.4%
|