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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,045
shares
|
$785,396
0.38% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,964
shares
|
$780,866
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,728
shares
|
$767,669
0.16% of portfolio
|
Q2 2024
Reduced 19.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
13,608
shares
|
$760,959
0.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,522
shares
|
$756,150
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
13,487
shares
|
$754,193
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13,376
shares
|
$747,985
0.02% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
13,277
shares
|
$742,449
0.56% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
13,137
shares
|
$734,621
0.36% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
13,106
shares
|
$732,887
0.06% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,585
shares
|
$703,753
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,568
shares
|
$702,802
0.04% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
12,529
shares
|
$700,621
0.22% of portfolio
|
Q1 2023
Added 5.11%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,306
shares
|
$688,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,832
shares
|
$661,645
0.0% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,784
shares
|
$658,961
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
11,771
shares
|
$658,234
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
11,699
shares
|
$654,208
0.11% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
11,608
shares
|
$649,119
0.36% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,520
shares
|
$644,198
0.21% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
11,469
shares
|
$641,346
0.05% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
11,328
shares
|
$633,461
0.13% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
11,264
shares
|
$629,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
11,157
shares
|
$623,899
0.22% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,985
shares
|
$614,281
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|