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 366 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 $835 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
5,470
shares
|
$317,150
0.1% of portfolio
|
Q3 2024
Added 29.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,467
shares
|
$316,976
0.05% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5,387
shares
|
$312,338
0.25% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
5,342
shares
|
$309,729
0.08% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$308,395
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$300,916
0.0% of portfolio
|
Q3 2024
Added 35.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
5,170
shares
|
$299,756
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,081
shares
|
$294,596
0.13% of portfolio
|
Q1 2023
Reduced 27.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,073
shares
|
$294,132
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Oct 03, 2024 Q3 2024 |
5,052
shares
|
$292,914
0.24% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,022
shares
|
$291,175
0.03% of portfolio
|
Q2 2023
Reduced 23.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$289,900
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,808
shares
|
$278,767
0.02% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,796
shares
|
$278,072
0.01% of portfolio
|
Q3 2024
Reduced 24.86%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,707
shares
|
$272,911
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,658
shares
|
$270,070
0.07% of portfolio
|
Q4 2022
Added 0.02%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
4,645
shares
|
$269,317
0.16% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
4,525
shares
|
$262,359
0.03% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,423
shares
|
$256,445
0.08% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,419
shares
|
$256,213
0.03% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,386
shares
|
$254,300
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,308
shares
|
$249,777
0.03% of portfolio
|
Q1 2024
Reduced 9.29%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
4,305
shares
|
$249,603
0.09% of portfolio
|
Q2 2024
Added 8.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,300
shares
|
$249,314
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,210
shares
|
$244,095
0.01% of portfolio
|
Q2 2024
Reduced 42.74%
|