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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
6,661
shares
|
$392,932
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
6,596
shares
|
$389,098
0.27% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
6,538
shares
|
$385,676
0.3% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,413
shares
|
$378,302
0.17% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
6,358
shares
|
$375,058
0.12% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
6,336
shares
|
$373,760
0.26% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,249
shares
|
$368,628
0.01% of portfolio
|
Q1 2025
Added 140.44%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
6,183
shares
|
$364,735
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
6,144
shares
|
$362,434
0.24% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
6,097
shares
|
$359,662
0.04% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
6,079
shares
|
$358,600
0.14% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
5,976
shares
|
$352,524
0.12% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,968
shares
|
$352,052
0.06% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
5,965
shares
|
$351,875
0.1% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
5,947
shares
|
$350,813
0.08% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,920
shares
|
$349,220
0.03% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,882
shares
|
$346,979
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,868
shares
|
$346,153
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,826
shares
|
$343,675
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,672
shares
|
$334,591
0.0% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
5,660
shares
|
$333,883
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,648
shares
|
$333,175
0.0% of portfolio
|
Q1 2025
Reduced 84.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,641
shares
|
$332,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
5,613
shares
|
$331,110
0.13% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
5,581
shares
|
$329,223
0.1% of portfolio
|
Q3 2024
Reduced 15.53%
|