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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
761
shares
|
$46,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
689
shares
|
$42,476
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
681
shares
|
$41,983
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
672
shares
|
$41,428
0.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
639
shares
|
$39,394
0.0% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
618
shares
|
$38,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
600
shares
|
$36,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
587
shares
|
$36,188
0.01% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
568
shares
|
$35,017
0.03% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
555
shares
|
$34,215
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
514
shares
|
$31,688
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
500
shares
|
$30,825
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
490
shares
|
$30,208
0.01% of portfolio
|
Q2 2024
Added 84.91%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
472
shares
|
$29,098
0.01% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
460
shares
|
$28,359
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
444
shares
|
$27,372
0.01% of portfolio
|
Q2 2025
Reduced 60.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
442
shares
|
$27,249
0.0% of portfolio
|
Q4 2022
Added 0.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
432
shares
|
$26,632
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
427
shares
|
$26,324
0.0% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
416
shares
|
$25,646
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
406
shares
|
$25,029
0.01% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
332
shares
|
$20,467
0.01% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
307
shares
|
$18,926
0.01% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
271
shares
|
$16,707
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
245
shares
|
$15,104
0.0% of portfolio
|
Q1 2025
Reduced 71.54%
|