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 419 institutions that hold shares in the stock, with a total of 17 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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,366
shares
|
$87,792
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,342
shares
|
$86,250
0.03% of portfolio
|
Q2 2025
Added 73.61%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,220
shares
|
$78,409
0.05% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,215
shares
|
$78,088
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,158
shares
|
$74,424
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,143
shares
|
$73,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,072
shares
|
$68,897
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,010
shares
|
$64,912
0.0% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$64,269
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
957
shares
|
$61,506
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
910
shares
|
$58,485
0.02% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
883
shares
|
$56,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
825
shares
|
$53,022
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
820
shares
|
$52,701
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
802
shares
|
$51,544
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
789
shares
|
$50,709
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
761
shares
|
$48,909
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
684
shares
|
$43,960
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
676
shares
|
$43,446
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
639
shares
|
$41,068
0.0% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
618
shares
|
$39,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
590
shares
|
$37,919
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
555
shares
|
$35,669
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
514
shares
|
$33,034
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
500
shares
|
$32,134
0.02% of portfolio
|
Q4 2024
New holding
|