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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,615
shares
|
$213,248
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
3,557
shares
|
$209,827
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
3,557
shares
|
$209,827
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,557
shares
|
$209,827
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,526
shares
|
$207,998
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
3,502
shares
|
$206,582
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$203,397
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,370
shares
|
$198,796
0.02% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,367
shares
|
$198,619
0.02% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$188,768
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,972
shares
|
$175,318
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,825
shares
|
$166,646
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
2,503
shares
|
$147,651
0.12% of portfolio
|
Q1 2025
Added 211.32%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,444
shares
|
$144,171
0.1% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
2,218
shares
|
$130,839
0.0% of portfolio
|
Q1 2025
Reduced 63.99%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,961
shares
|
$115,679
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,872
shares
|
$110,429
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,860
shares
|
$109,721
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,691
shares
|
$99,752
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,609
shares
|
$94,914
0.0% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$85,299
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,420
shares
|
$83,765
0.06% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,360
shares
|
$80,226
0.01% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,213
shares
|
$71,554
0.02% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,185
shares
|
$69,903
0.0% of portfolio
|
Q1 2025
Added 79.55%
|