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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
40,749
shares
|
$2.27 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
40,356
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
39,668
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.46%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
37,178
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 616.34%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
35,093
shares
|
$1.95 Million
1.0% of portfolio
|
Q4 2024
Added 210.09%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
34,502
shares
|
$1.92 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
34,205
shares
|
$1.91 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
34,095
shares
|
$1.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
32,513
shares
|
$1.81 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,344
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
29,518
shares
|
$1.64 Million
0.07% of portfolio
|
Q1 2025
Added 33.6%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
29,484
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
29,284
shares
|
$1.63 Million
0.23% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
29,083
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
28,455
shares
|
$1.58 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
28,112
shares
|
$1.57 Million
0.32% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
27,315
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
26,330
shares
|
$1.47 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
25,984
shares
|
$1.45 Million
0.95% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
25,339
shares
|
$1.41 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
25,323
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
24,766
shares
|
$1.38 Million
0.44% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
24,676
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
24,121
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
23,669
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Added 1.76%
|