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 367 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,616,004
shares
|
$95.5 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
687,060
shares
|
$40.6 Million
0.0% of portfolio
|
Q3 2024
Added 733.86%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
601,179
shares
|
$35.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
578,172
shares
|
$34.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.81%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
444,445
shares
|
$26.3 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
381,052
shares
|
$22.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
347,952
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
340,960
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
330,501
shares
|
$19.5 Million
4.0% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
318,981
shares
|
$18.8 Million
2.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
311,620
shares
|
$18.4 Million
0.12% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
304,229
shares
|
$18 Million
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
294,186
shares
|
$17.4 Million
9.64% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
248,154
shares
|
$14.7 Million
0.28% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
246,792
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 5281.42%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
204,307
shares
|
$12.1 Million
0.27% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
202,943
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
191,056
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
185,418
shares
|
$11 Million
10.74% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
172,860
shares
|
$10.2 Million
0.38% of portfolio
|
Q3 2024
Added 130.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
172,365
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
162,866
shares
|
$9.62 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
160,514
shares
|
$9.48 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
140,375
shares
|
$8.29 Million
0.91% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$8.2 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|