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 366 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $835 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
136,645
shares
|
$7.92 Million
1.49% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
131,340
shares
|
$7.62 Million
0.15% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
112,684
shares
|
$6.53 Million
0.84% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
107,093
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
103,788
shares
|
$6.02 Million
4.31% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
102,126
shares
|
$5.92 Million
2.67% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
98,108
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
97,189
shares
|
$5.64 Million
0.12% of portfolio
|
Q3 2024
Added 68.17%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
88,821
shares
|
$5.15 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
86,309
shares
|
$5 Million
0.35% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
85,549
shares
|
$4.96 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
85,054
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
84,714
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
79,255
shares
|
$4.6 Million
0.89% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
78,868
shares
|
$4.57 Million
0.65% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
77,485
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
77,068
shares
|
$4.47 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
74,367
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
73,439
shares
|
$4.26 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
72,108
shares
|
$4.18 Million
0.96% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
72,101
shares
|
$4.18 Million
0.17% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
68,847
shares
|
$3.99 Million
0.49% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
65,455
shares
|
$3.8 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
61,337
shares
|
$3.56 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
60,640
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|