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 415 institutions that hold shares in the stock, with a total of 16.9 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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$8.92 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
136,723
shares
|
$8.79 Million
0.13% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
134,189
shares
|
$8.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
117,647
shares
|
$7.56 Million
7.14% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
117,249
shares
|
$7.54 Million
0.95% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
106,735
shares
|
$6.86 Million
4.42% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
104,606
shares
|
$6.72 Million
1.12% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
102,734
shares
|
$6.6 Million
1.04% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
98,905
shares
|
$6.36 Million
2.44% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
98,865
shares
|
$6.35 Million
0.42% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
98,218
shares
|
$6.31 Million
3.99% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,864
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
92,034
shares
|
$5.92 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
90,236
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
90,200
shares
|
$5.8 Million
1.67% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
88,900
shares
|
$5.71 Million
0.64% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
87,298
shares
|
$5.61 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
86,021
shares
|
$5.53 Million
0.03% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
84,813
shares
|
$5.45 Million
0.7% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
81,978
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
77,704
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
75,844
shares
|
$4.87 Million
0.19% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
74,707
shares
|
$4.8 Million
0.31% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
72,206
shares
|
$4.64 Million
0.17% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
71,417
shares
|
$4.59 Million
1.4% of portfolio
|
Q1 2025
Reduced 4.92%
|