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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
23,351
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,351
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
23,312
shares
|
$1.3 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
23,290
shares
|
$1.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
23,216
shares
|
$1.29 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,720
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
22,584
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
22,368
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
22,258
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
22,137
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,001
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
21,334
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,030
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
21,026
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2022
Added 21.85%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
20,849
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,806
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
20,257
shares
|
$1.13 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
20,125
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
20,024
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Added 179.98%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
19,835
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
19,350
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
19,278
shares
|
$1.07 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,732
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
18,141
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
18,119
shares
|
$1.01 Million
0.35% of portfolio
|
Q4 2024
Reduced 45.97%
|