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 438 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
3,615
shares
|
$233,926
0.07% of portfolio
|
Q2 2025
Reduced 57.66%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,570
shares
|
$231,014
0.01% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,564
shares
|
$230,626
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,545
shares
|
$229,396
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,526
shares
|
$228,167
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
3,522
shares
|
$227,908
0.2% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
3,516
shares
|
$227,520
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,508
shares
|
$227,002
0.01% of portfolio
|
Q3 2025
Reduced 25.28%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,494
shares
|
$226,096
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
3,475
shares
|
$224,867
0.02% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,467
shares
|
$224,349
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,460
shares
|
$223,896
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$223,120
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,430
shares
|
$221,955
0.06% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
3,421
shares
|
$221,372
0.05% of portfolio
|
Q2 2025
Reduced 33.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
3,412
shares
|
$220,790
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,377
shares
|
$218,525
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,374
shares
|
$218,331
0.0% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,367
shares
|
$217,878
0.03% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
3,354
shares
|
$217,037
0.15% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,310
shares
|
$214,190
0.01% of portfolio
|
Q3 2025
Reduced 66.6%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
3,304
shares
|
$213,801
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
3,259
shares
|
$210,889
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,257
shares
|
$210,760
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
3,243
shares
|
$209,854
0.11% of portfolio
|
Q3 2025
Added 8.72%
|
|