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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
59,871
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
59,551
shares
|
$3.45 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
58,854
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
57,760
shares
|
$3.35 Million
0.34% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
57,122
shares
|
$3.31 Million
1.2% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,766
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,562
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
48,133
shares
|
$2.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
46,570
shares
|
$2.7 Million
0.29% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
45,432
shares
|
$2.63 Million
0.21% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,287
shares
|
$2.63 Million
0.46% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
44,866
shares
|
$2.6 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
43,685
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 15, 2024 Q3 2024 |
43,680
shares
|
$2.53 Million
2.08% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,896
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
41,262
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
41,049
shares
|
$2.38 Million
0.34% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
40,959
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.44%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
40,561
shares
|
$2.35 Million
0.57% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
40,356
shares
|
$2.34 Million
0.15% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
37,567
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
34,783
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
34,205
shares
|
$1.98 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
33,538
shares
|
$1.94 Million
0.62% of portfolio
|
Q3 2024
Added 129.4%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
33,481
shares
|
$1.94 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.88%
|