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 392 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $920 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
|
$92.5 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
678,554
shares
|
$38.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
606,440
shares
|
$34.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
603,069
shares
|
$34.5 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
534,816
shares
|
$30.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.89%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
463,928
shares
|
$26.6 Million
0.93% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
397,729
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
383,854
shares
|
$22 Million
0.01% of portfolio
|
Q1 2025
Reduced 80.81%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
343,131
shares
|
$19.6 Million
3.76% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
318,981
shares
|
$18.3 Million
2.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
316,049
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Added 36.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
305,010
shares
|
$17.5 Million
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
302,000
shares
|
$17.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
297,294
shares
|
$17 Million
2.31% of portfolio
|
Q1 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
294,703
shares
|
$16.9 Million
8.57% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
261,801
shares
|
$15 Million
0.3% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
258,140
shares
|
$14.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
252,835
shares
|
$14.5 Million
8.68% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
245,927
shares
|
$14.1 Million
11.02% of portfolio
|
Q1 2025
Added 20.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
189,255
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
183,505
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
174,297
shares
|
$9.98 Million
0.36% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
169,641
shares
|
$9.71 Million
1.5% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
143,331
shares
|
$8.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 86.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$7.94 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|