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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,531
shares
|
$326,273
0.05% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,441
shares
|
$320,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$313,767
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
5,140
shares
|
$303,208
0.09% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,132
shares
|
$302,736
0.03% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
5,130
shares
|
$302,618
0.06% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,081
shares
|
$299,728
0.13% of portfolio
|
Q1 2023
Reduced 27.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,025
shares
|
$296,424
0.01% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,022
shares
|
$296,247
0.03% of portfolio
|
Q2 2023
Reduced 23.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$294,950
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
4,998
shares
|
$294,832
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,971
shares
|
$293,239
0.0% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,825
shares
|
$284,626
0.09% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,800
shares
|
$283,152
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,794
shares
|
$282,798
0.06% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,739
shares
|
$279,553
0.02% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
4,724
shares
|
$278,668
0.09% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
4,667
shares
|
$275,306
0.03% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,640
shares
|
$273,713
0.03% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,607
shares
|
$271,766
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,525
shares
|
$266,929
0.04% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,456
shares
|
$262,859
0.01% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,430
shares
|
$261,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,410
shares
|
$260,145
0.02% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,351
shares
|
$256,665
0.05% of portfolio
|
Q1 2025
Reduced 12.47%
|