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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
15,196
shares
|
$976,646
0.02% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
15,102
shares
|
$970,605
0.22% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
14,871
shares
|
$955,759
0.25% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,484
shares
|
$930,886
0.02% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
14,472
shares
|
$930,115
0.0% of portfolio
|
Q2 2025
Added 56.39%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
14,131
shares
|
$908,199
0.07% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,045
shares
|
$902,672
0.38% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
13,848
shares
|
$890,010
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
13,836
shares
|
$889,239
0.44% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,728
shares
|
$882,298
0.16% of portfolio
|
Q2 2024
Reduced 19.86%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
13,509
shares
|
$868,223
0.72% of portfolio
|
Q2 2025
Added 118.49%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,312
shares
|
$855,562
0.01% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,856
shares
|
$826,255
0.02% of portfolio
|
Q2 2025
Added 213.26%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
12,550
shares
|
$806,588
0.19% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,440
shares
|
$799,518
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Fidato Wealth LLC
|
Aug 12, 2025 Q2 2025 |
12,348
shares
|
$793,605
0.54% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,213
shares
|
$784,929
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
12,117
shares
|
$778,759
0.14% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11,998
shares
|
$771,111
0.32% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,855
shares
|
$761,920
0.0% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
11,831
shares
|
$760,378
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,759
shares
|
$755,750
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
11,748
shares
|
$755,043
0.11% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,726
shares
|
$753,630
0.01% of portfolio
|
Q2 2025
Added 7.85%
|