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 412 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| 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
|
$100 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
678,554
shares
|
$42.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
594,241
shares
|
$36.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
555,937
shares
|
$34.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
504,316
shares
|
$31.3 Million
0.01% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
452,195
shares
|
$28.1 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
436,440
shares
|
$27.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
401,196
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
381,062
shares
|
$23.7 Million
12.79% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
367,598
shares
|
$22.8 Million
4.14% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
318,981
shares
|
$19.8 Million
2.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
299,617
shares
|
$18.6 Million
7.87% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
297,853
shares
|
$18.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
295,098
shares
|
$18.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
288,690
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
288,432
shares
|
$17.9 Million
0.3% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
283,024
shares
|
$17.6 Million
11.88% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
254,349
shares
|
$15.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
224,477
shares
|
$14 Million
2.64% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
212,686
shares
|
$13.2 Million
1.82% of portfolio
|
Q2 2025
Added 25.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
206,371
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
180,843
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
150,756
shares
|
$9.37 Million
4.55% of portfolio
|
Q2 2025
Reduced 40.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$8.63 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
136,723
shares
|
$8.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.76%
|