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 419 institutions that hold shares in the stock, with a total of 17 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 |
|---|---|---|---|---|---|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
40,356
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
39,523
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
39,246
shares
|
$2.52 Million
0.36% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,932
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 84.81%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
38,402
shares
|
$2.47 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
35,580
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
34,918
shares
|
$2.24 Million
0.12% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
34,779
shares
|
$2.24 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
34,205
shares
|
$2.2 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
33,702
shares
|
$2.17 Million
0.11% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
33,568
shares
|
$2.16 Million
0.6% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,301
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
33,222
shares
|
$2.14 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
31,779
shares
|
$2.04 Million
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
30,556
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Added 45.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
30,307
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 177.66%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
29,049
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
28,754
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
28,742
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
28,137
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Added 639.67%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,936
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.58%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
27,728
shares
|
$1.78 Million
0.3% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
27,544
shares
|
$1.77 Million
0.46% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,287
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 448.92%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
26,844
shares
|
$1.73 Million
0.21% of portfolio
|
Q3 2025
Added 2.33%
|