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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
25,402
shares
|
$1.59 Million
1.15% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
24,872
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
24,821
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
24,476
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
24,331
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
24,212
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Added 144.62%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
24,087
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
23,874
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
23,705
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
23,456
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
23,397
shares
|
$1.46 Million
0.24% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
23,376
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
23,190
shares
|
$1.45 Million
0.84% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
23,124
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 26.77%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
22,555
shares
|
$1.41 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
22,478
shares
|
$1.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,001
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
21,572
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
21,150
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 87.87%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
21,026
shares
|
$1.31 Million
0.32% of portfolio
|
Q4 2022
Added 21.85%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
21,023
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
20,996
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Added 60.2%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
20,958
shares
|
$1.31 Million
0.23% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
20,447
shares
|
$1.28 Million
0.49% of portfolio
|
Q2 2025
Reduced 64.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,991
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 13.58%
|