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 412 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
64,076
shares
|
$4 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
63,798
shares
|
$3.98 Million
0.06% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
63,676
shares
|
$3.98 Million
0.29% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
62,098
shares
|
$3.88 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.35%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
59,768
shares
|
$3.73 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
59,092
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Added 947.54%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
57,760
shares
|
$3.61 Million
0.34% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
57,590
shares
|
$3.6 Million
1.98% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
57,258
shares
|
$3.58 Million
2.38% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,766
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
56,483
shares
|
$3.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
52,000
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 47.75%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
50,318
shares
|
$3.14 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,562
shares
|
$3.03 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
46,570
shares
|
$2.91 Million
0.29% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
46,379
shares
|
$2.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,287
shares
|
$2.83 Million
0.46% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
45,167
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
44,423
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 54.25%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
44,263
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 46.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,896
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
42,885
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
42,759
shares
|
$2.67 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,105
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
40,356
shares
|
$2.52 Million
0.15% of portfolio
|
Q3 2023
Added 1.97%
|