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 389 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 $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
162,434
shares
|
$9.05 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
157,940
shares
|
$8.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$7.73 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
137,454
shares
|
$7.66 Million
0.14% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
133,014
shares
|
$7.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
132,955
shares
|
$7.41 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
131,351
shares
|
$7.32 Million
0.88% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
127,177
shares
|
$7.08 Million
0.01% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 07, 2025 Q4 2024 |
121,111
shares
|
$6.75 Million
6.94% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
114,451
shares
|
$6.37 Million
0.84% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
105,729
shares
|
$5.89 Million
4.28% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
99,722
shares
|
$5.55 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
96,917
shares
|
$5.4 Million
0.41% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
96,326
shares
|
$5.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
89,284
shares
|
$4.97 Million
1.75% of portfolio
|
Q4 2024
Added 56.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
88,934
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
85,407
shares
|
$4.76 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
82,687
shares
|
$4.61 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
82,160
shares
|
$4.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
79,616
shares
|
$4.43 Million
0.62% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
77,402
shares
|
$4.31 Million
0.03% of portfolio
|
Q4 2024
Added 87.59%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
76,865
shares
|
$4.28 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
75,837
shares
|
$4.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
75,114
shares
|
$4.18 Million
1.47% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
74,955
shares
|
$4.17 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.12%
|