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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,162
shares
|
$68,546
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,160
shares
|
$68,428
0.01% of portfolio
|
Q1 2025
Added 85.9%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,158
shares
|
$68,310
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
1,138
shares
|
$67,130
0.02% of portfolio
|
Q4 2024
Added 64.45%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,067
shares
|
$62,942
0.0% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,025
shares
|
$60,464
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,000
shares
|
$58,990
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
965
shares
|
$56,925
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
956
shares
|
$56,394
0.03% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
883
shares
|
$52,088
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
830
shares
|
$48,961
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
824
shares
|
$48,607
0.02% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
802
shares
|
$47,309
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
797
shares
|
$47,015
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
786
shares
|
$46,366
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
777
shares
|
$45,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
773
shares
|
$45,599
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
750
shares
|
$44,242
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
689
shares
|
$40,644
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
680
shares
|
$40,113
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
672
shares
|
$39,641
0.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
666
shares
|
$39,287
0.0% of portfolio
|
Q1 2025
Reduced 61.9%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
618
shares
|
$36,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
600
shares
|
$35,394
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
587
shares
|
$34,627
0.01% of portfolio
|
Q4 2024
Reduced 31.59%
|