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 402 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,861
shares
|
$114,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,860
shares
|
$114,669
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,691
shares
|
$104,250
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,609
shares
|
$99,194
0.0% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$89,145
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,420
shares
|
$87,543
0.06% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,360
shares
|
$83,844
0.03% of portfolio
|
Q2 2025
Added 63.86%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,360
shares
|
$83,844
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,215
shares
|
$74,904
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,185
shares
|
$73,055
0.0% of portfolio
|
Q1 2025
Added 79.55%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,162
shares
|
$71,637
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,160
shares
|
$71,514
0.01% of portfolio
|
Q1 2025
Added 85.9%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,158
shares
|
$71,390
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,067
shares
|
$65,780
0.0% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,025
shares
|
$63,191
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,000
shares
|
$61,650
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
965
shares
|
$59,492
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
956
shares
|
$58,937
0.03% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
950
shares
|
$58,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
883
shares
|
$54,436
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
824
shares
|
$50,799
0.02% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
802
shares
|
$49,443
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
797
shares
|
$49,135
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
789
shares
|
$48,641
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
777
shares
|
$47,902
0.0% of portfolio
|
Q1 2025
New holding
|