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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
750
shares
|
$48,532
0.0% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
684
shares
|
$44,261
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
681
shares
|
$44,067
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
660
shares
|
$42,708
0.0% of portfolio
|
Q3 2025
Reduced 34.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
646
shares
|
$41,802
0.0% of portfolio
|
Q3 2025
Reduced 19.45%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
639
shares
|
$41,349
0.0% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
618
shares
|
$39,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
594
shares
|
$38,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
590
shares
|
$38,178
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
555
shares
|
$35,914
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
543
shares
|
$35,137
0.0% of portfolio
|
Q3 2025
Reduced 31.18%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
514
shares
|
$33,260
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
500
shares
|
$32,354
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
490
shares
|
$31,707
0.01% of portfolio
|
Q2 2024
Added 84.91%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
477
shares
|
$30,866
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
460
shares
|
$29,766
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
451
shares
|
$29,184
0.0% of portfolio
|
Q3 2025
Added 33.83%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
444
shares
|
$28,731
0.01% of portfolio
|
Q2 2025
Reduced 60.98%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
444
shares
|
$28,731
0.0% of portfolio
|
Q3 2025
Reduced 91.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
442
shares
|
$28,601
0.0% of portfolio
|
Q4 2022
Added 0.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
432
shares
|
$27,954
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
427
shares
|
$27,631
0.0% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
416
shares
|
$26,919
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
406
shares
|
$26,272
0.01% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
405
shares
|
$26,207
0.01% of portfolio
|
Q3 2025
New holding
|
|