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 $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,696
shares
|
$598,120
0.05% of portfolio
|
Q3 2022
Reduced 56.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,572
shares
|
$591,186
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,366
shares
|
$579,666
0.02% of portfolio
|
Q4 2024
Added 16.33%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,341
shares
|
$578,268
0.01% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
10,231
shares
|
$572,117
0.05% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,135
shares
|
$566,749
0.38% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
9,961
shares
|
$557,019
0.09% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
9,812
shares
|
$548,687
0.09% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
9,737
shares
|
$544,493
0.24% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
9,668
shares
|
$540,634
0.09% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,649
shares
|
$539,572
0.0% of portfolio
|
Q4 2024
Added 65.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
9,618
shares
|
$537,838
0.01% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,511
shares
|
$531,855
0.19% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
9,437
shares
|
$527,717
0.11% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
9,376
shares
|
$524,305
0.11% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,252
shares
|
$517,371
0.28% of portfolio
|
Q1 2024
Added 17.78%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
9,200
shares
|
$514,464
0.08% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
9,160
shares
|
$512,227
0.22% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,131
shares
|
$510,605
0.01% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,086
shares
|
$508,089
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
8,958
shares
|
$500,931
0.16% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
8,947
shares
|
$500,316
0.04% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,933
shares
|
$499,533
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,793
shares
|
$491,704
0.02% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
8,539
shares
|
$477,500
0.1% of portfolio
|
Q1 2025
Added 136.21%
|