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 390 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 $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
960
shares
|
$55,920
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
950
shares
|
$55,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
903
shares
|
$52,599
0.03% of portfolio
|
Q4 2022
Reduced 3.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
888
shares
|
$51,726
0.0% of portfolio
|
Q4 2024
Added 7300.0%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
883
shares
|
$51,434
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
861
shares
|
$50,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
829
shares
|
$48,289
0.02% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
804
shares
|
$46,833
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
780
shares
|
$45,435
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
750
shares
|
$43,687
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
746
shares
|
$43,454
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
726
shares
|
$42,289
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
696
shares
|
$40,542
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
680
shares
|
$39,610
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
676
shares
|
$39,377
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
660
shares
|
$38,445
0.0% of portfolio
|
Q3 2024
Reduced 42.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
624
shares
|
$36,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
619
shares
|
$36,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$34,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
587
shares
|
$34,192
0.01% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
580
shares
|
$33,785
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
570
shares
|
$33,202
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
564
shares
|
$32,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
555
shares
|
$32,328
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
514
shares
|
$29,940
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|