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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
8,480
shares
|
$472,336
0.1% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
8,449
shares
|
$470,609
0.12% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
8,405
shares
|
$468,158
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,397
shares
|
$467,712
0.0% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
8,210
shares
|
$457,297
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
8,190
shares
|
$456,183
0.16% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
8,037
shares
|
$447,660
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
7,965
shares
|
$443,650
0.1% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,953
shares
|
$442,982
0.01% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
7,885
shares
|
$439,194
0.2% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,644
shares
|
$425,770
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,555
shares
|
$420,813
0.04% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,426
shares
|
$413,628
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,395
shares
|
$411,901
0.21% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,151
shares
|
$398,310
0.03% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
7,015
shares
|
$390,735
0.11% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
6,819
shares
|
$379,818
0.1% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
6,798
shares
|
$378,648
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,717
shares
|
$374,136
0.08% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$372,354
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$372,354
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
6,580
shares
|
$366,506
0.03% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
6,538
shares
|
$364,166
0.3% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,474
shares
|
$360,601
0.02% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
6,465
shares
|
$360,100
0.13% of portfolio
|
Q4 2024
Reduced 49.26%
|