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 388 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 $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
18,067
shares
|
$1.01 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
17,887
shares
|
$1 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,850
shares
|
$998,172
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
17,631
shares
|
$985,925
0.24% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
17,466
shares
|
$976,698
0.03% of portfolio
|
Q1 2025
Reduced 63.69%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
17,217
shares
|
$962,774
0.09% of portfolio
|
Q4 2023
Reduced 18.2%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
16,737
shares
|
$935,933
0.18% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
16,638
shares
|
$930,396
0.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,458
shares
|
$920,331
0.04% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
16,390
shares
|
$916,528
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
16,321
shares
|
$912,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
16,281
shares
|
$910,433
0.16% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
16,079
shares
|
$899,137
0.2% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
15,946
shares
|
$891,700
0.1% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
15,817
shares
|
$884,486
0.1% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
15,647
shares
|
$874,980
0.0% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
15,547
shares
|
$869,388
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,404
shares
|
$861,391
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,229
shares
|
$851,605
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
15,075
shares
|
$842,994
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
14,721
shares
|
$823,198
0.01% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
14,434
shares
|
$807,149
0.11% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
14,370
shares
|
$803,570
0.01% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
14,196
shares
|
$793,840
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
14,067
shares
|
$786,626
0.24% of portfolio
|
Q1 2025
Added 75.51%
|