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 |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
11,662
shares
|
$749,516
0.03% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,628
shares
|
$747,331
0.02% of portfolio
|
Q2 2025
Added 63.22%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
11,610
shares
|
$746,174
0.11% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
11,538
shares
|
$741,547
0.35% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
11,530
shares
|
$741,033
0.07% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,446
shares
|
$735,634
0.01% of portfolio
|
Q2 2025
Added 59.42%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
11,328
shares
|
$728,050
0.13% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
11,094
shares
|
$713,011
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,985
shares
|
$706,005
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,950
shares
|
$703,756
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,852
shares
|
$697,458
0.04% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,849
shares
|
$697,265
0.03% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
10,821
shares
|
$695,465
0.38% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,696
shares
|
$687,431
0.05% of portfolio
|
Q3 2022
Reduced 56.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
10,620
shares
|
$682,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,572
shares
|
$679,462
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,460
shares
|
$672,264
0.05% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,399
shares
|
$668,343
0.19% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
10,145
shares
|
$652,019
0.17% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
10,097
shares
|
$648,934
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
10,026
shares
|
$644,371
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
9,979
shares
|
$641,350
0.0% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
9,911
shares
|
$636,979
0.02% of portfolio
|
Q2 2025
Reduced 90.86%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
9,805
shares
|
$630,167
0.17% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
9,677
shares
|
$621,940
0.28% of portfolio
|
Q2 2025
Added 4.28%
|