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 386 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
432
shares
|
$25,608
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
427
shares
|
$25,312
0.0% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
390
shares
|
$23,119
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
371
shares
|
$21,992
0.01% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
332
shares
|
$19,680
0.01% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
309
shares
|
$18,317
0.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
307
shares
|
$18,198
0.01% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
271
shares
|
$16,064
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
236
shares
|
$13,990
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
225
shares
|
$13,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
215
shares
|
$12,745
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$11,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
200
shares
|
$11,856
0.0% of portfolio
|
Q2 2022
Reduced 66.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$11,856
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
195
shares
|
$11,559
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
190
shares
|
$11,263
0.0% of portfolio
|
Q3 2024
Added 75.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
154
shares
|
$9,129
0.0% of portfolio
|
Q4 2024
Reduced 96.43%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
150
shares
|
$8,892
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
150
shares
|
$8,892
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
139
shares
|
$8,239
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
127
shares
|
$7,528
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
123
shares
|
$7,291
0.0% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
120
shares
|
$7,113
0.0% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
111
shares
|
$6,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
66
shares
|
$3,912
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|