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 |
|---|---|---|---|---|---|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
9,599
shares
|
$616,927
0.26% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
9,426
shares
|
$605,809
0.08% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
9,393
shares
|
$603,688
0.36% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
9,376
shares
|
$602,595
0.11% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
9,267
shares
|
$595,590
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,261
shares
|
$595,204
0.0% of portfolio
|
Q2 2025
Added 65.58%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,252
shares
|
$594,626
0.28% of portfolio
|
Q1 2024
Added 17.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
9,057
shares
|
$582,093
0.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,014
shares
|
$579,329
0.0% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,933
shares
|
$574,123
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
8,900
shares
|
$572,003
0.11% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,793
shares
|
$565,126
0.02% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
8,629
shares
|
$554,585
0.17% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,604
shares
|
$552,979
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
8,509
shares
|
$546,873
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,436
shares
|
$542,181
0.0% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,216
shares
|
$528,042
0.01% of portfolio
|
Q2 2025
Reduced 47.22%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
8,210
shares
|
$527,656
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,159
shares
|
$524,378
0.0% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,106
shares
|
$520,972
0.01% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
8,099
shares
|
$520,522
0.03% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
8,082
shares
|
$519,430
0.21% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,071
shares
|
$518,723
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,044
shares
|
$516,987
0.01% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
8,039
shares
|
$516,666
0.15% of portfolio
|
Q2 2025
Reduced 0.32%
|