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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
568
shares
|
$32,512
0.03% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
555
shares
|
$31,768
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
514
shares
|
$29,421
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
500
shares
|
$28,620
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
490
shares
|
$28,047
0.01% of portfolio
|
Q2 2024
Added 84.91%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
472
shares
|
$27,017
0.01% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
467
shares
|
$26,731
0.01% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
442
shares
|
$25,300
0.0% of portfolio
|
Q4 2022
Added 0.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
432
shares
|
$24,727
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
427
shares
|
$24,441
0.0% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
416
shares
|
$23,811
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
406
shares
|
$23,239
0.01% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
332
shares
|
$19,003
0.01% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
307
shares
|
$17,572
0.01% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
271
shares
|
$15,512
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
245
shares
|
$14,023
0.0% of portfolio
|
Q1 2025
Reduced 71.54%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
235
shares
|
$13,451
0.0% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
215
shares
|
$12,306
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
200
shares
|
$11,448
0.0% of portfolio
|
Q2 2022
Reduced 66.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$11,448
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
200
shares
|
$11,448
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
195
shares
|
$11,161
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
150
shares
|
$8,586
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
150
shares
|
$8,586
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
139
shares
|
$7,956
0.01% of portfolio
|
Q4 2024
Added 0.72%
|