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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,057
shares
|
$61,284
0.02% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$57,980
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
903
shares
|
$52,355
0.03% of portfolio
|
Q4 2022
Reduced 3.01%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
883
shares
|
$51,196
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
858
shares
|
$49,746
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
850
shares
|
$49,283
0.0% of portfolio
|
Q3 2018
Reduced 49.49%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
817
shares
|
$47,369
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
760
shares
|
$44,064
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
735
shares
|
$42,615
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
726
shares
|
$42,093
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
699
shares
|
$40,528
0.0% of portfolio
|
Q2 2024
Reduced 25.08%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
692
shares
|
$40,122
0.01% of portfolio
|
Q2 2023
Added 171.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
675
shares
|
$39,136
0.01% of portfolio
|
Q3 2024
Reduced 38.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
660
shares
|
$38,266
0.0% of portfolio
|
Q3 2024
Reduced 42.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
609
shares
|
$35,309
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$34,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
595
shares
|
$34,498
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
564
shares
|
$32,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
557
shares
|
$32,294
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
555
shares
|
$32,178
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
514
shares
|
$29,801
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
491
shares
|
$28,468
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
490
shares
|
$28,410
0.01% of portfolio
|
Q2 2024
Added 84.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
442
shares
|
$25,627
0.0% of portfolio
|
Q4 2022
Added 0.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
432
shares
|
$25,047
0.01% of portfolio
|
Q4 2023
New holding
|