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 415 institutions that hold shares in the stock, with a total of 16.9 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 |
---|---|---|---|---|---|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,991
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 13.58%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
19,933
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
19,845
shares
|
$1.28 Million
0.57% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
19,682
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
19,616
shares
|
$1.26 Million
0.67% of portfolio
|
Q2 2025
Added 1.2%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
19,581
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
19,465
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Added 2.61%
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
18,113
shares
|
$1.16 Million
0.61% of portfolio
|
Q2 2025
Added 0.25%
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
18,059
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,516
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,497
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
17,405
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2025
Added 4.3%
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
17,246
shares
|
$1.11 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
17,105
shares
|
$1.1 Million
0.82% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
17,085
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2025
Added 13.21%
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
17,034
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16,834
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,458
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
16,453
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 4.02%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,053
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
15,870
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 10.44%
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
15,649
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
15,455
shares
|
$993,292
0.05% of portfolio
|
Q2 2025
Added 27.71%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
15,323
shares
|
$984,809
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,229
shares
|
$978,767
0.02% of portfolio
|
Q1 2024
Added 0.36%
|