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 386 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
23,216
shares
|
$1.38 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,720
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
22,584
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
22,368
shares
|
$1.33 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
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
22,256
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
22,137
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,095
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,001
shares
|
$1.3 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
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,030
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
21,026
shares
|
$1.25 Million
0.32% of portfolio
|
Q4 2022
Added 21.85%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
20,849
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,806
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
20,257
shares
|
$1.2 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
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
19,835
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
19,278
shares
|
$1.14 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
19,275
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
18,814
shares
|
$1.12 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,732
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
18,119
shares
|
$1.07 Million
0.35% of portfolio
|
Q4 2024
Reduced 45.97%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
18,093
shares
|
$1.07 Million
0.63% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
17,887
shares
|
$1.06 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,850
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
New holding
|