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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,527
shares
|
$204,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,502
shares
|
$203,045
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$199,915
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
3,445
shares
|
$199,741
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,320
shares
|
$192,493
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$185,536
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
3,049
shares
|
$176,781
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
2,989
shares
|
$173,302
0.1% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,795
shares
|
$162,054
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
2,467
shares
|
$143,036
0.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2,314
shares
|
$134,165
0.05% of portfolio
|
Q3 2024
Reduced 76.31%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,863
shares
|
$108,016
0.01% of portfolio
|
Q2 2024
Reduced 24.97%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,724
shares
|
$99,957
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,693
shares
|
$98,160
0.0% of portfolio
|
Q1 2024
Added 8.32%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,691
shares
|
$98,044
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$83,839
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,309
shares
|
$75,895
0.02% of portfolio
|
Q3 2024
Reduced 26.91%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,298
shares
|
$75,258
0.0% of portfolio
|
Q3 2024
Added 308.18%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
1,227
shares
|
$71,141
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,211
shares
|
$70,213
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$68,996
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,174
shares
|
$68,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,160
shares
|
$67,256
0.0% of portfolio
|
Q3 2024
Added 507.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,101
shares
|
$63,835
0.01% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,059
shares
|
$61,400
0.0% of portfolio
|
Q3 2024
New holding
|