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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
4,305
shares
|
$253,951
0.09% of portfolio
|
Q2 2024
Added 8.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
4,300
shares
|
$253,657
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
4,284
shares
|
$252,713
0.14% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
4,200
shares
|
$247,758
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
4,146
shares
|
$244,572
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,104
shares
|
$242,094
0.01% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4,100
shares
|
$241,859
0.02% of portfolio
|
Q4 2023
Added 18.84%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,100
shares
|
$241,859
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
4,081
shares
|
$240,738
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,052
shares
|
$239,027
0.03% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,048
shares
|
$238,791
0.02% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,007
shares
|
$236,372
0.0% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
4,001
shares
|
$236,018
0.06% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
3,996
shares
|
$235,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,950
shares
|
$233,010
0.01% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
3,934
shares
|
$232,066
0.17% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$227,170
19.79% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,841
shares
|
$226,580
0.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,804
shares
|
$224,397
0.01% of portfolio
|
Q1 2025
Reduced 58.34%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
3,795
shares
|
$223,867
0.1% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
3,695
shares
|
$217,968
0.19% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$217,555
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,658
shares
|
$215,785
0.03% of portfolio
|
Q2 2024
Reduced 81.06%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,658
shares
|
$215,785
0.04% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
3,655
shares
|
$215,608
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|