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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
4,200
shares
|
$243,516
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
4,169
shares
|
$241,718
0.09% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,160
shares
|
$241,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
4,144
shares
|
$240,269
0.09% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,133
shares
|
$239,631
0.0% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
4,100
shares
|
$237,718
0.02% of portfolio
|
Q4 2023
Added 18.84%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
4,100
shares
|
$237,718
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
4,076
shares
|
$236,326
0.19% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,046
shares
|
$234,587
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,026
shares
|
$233,427
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,016
shares
|
$232,847
0.06% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,012
shares
|
$232,615
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,996
shares
|
$231,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,967
shares
|
$230,006
0.05% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$223,280
19.79% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,730
shares
|
$216,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
3,702
shares
|
$214,641
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,700
shares
|
$214,526
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$213,830
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
3,666
shares
|
$212,554
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,658
shares
|
$212,090
0.03% of portfolio
|
Q2 2024
Reduced 81.06%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
3,658
shares
|
$212,090
0.04% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
3,615
shares
|
$209,597
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,560
shares
|
$206,408
0.05% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,557
shares
|
$206,234
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|