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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,065
shares
|
$641,548
0.07% of portfolio
|
Q3 2024
Added 70.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
10,998
shares
|
$637,664
0.07% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,994
shares
|
$637,432
0.1% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
10,837
shares
|
$628,329
0.37% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
10,699
shares
|
$620,328
0.3% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,696
shares
|
$620,154
0.05% of portfolio
|
Q3 2022
Reduced 56.16%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,572
shares
|
$612,964
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
10,549
shares
|
$611,631
0.09% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
10,527
shares
|
$610,355
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
10,394
shares
|
$602,644
0.07% of portfolio
|
Q2 2024
Added 78.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,389
shares
|
$602,354
0.01% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
10,072
shares
|
$583,974
0.39% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,013
shares
|
$580,553
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
9,961
shares
|
$577,538
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
9,520
shares
|
$551,969
0.23% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
9,438
shares
|
$547,215
0.18% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,255
shares
|
$536,604
0.2% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,252
shares
|
$536,430
0.28% of portfolio
|
Q1 2024
Added 17.78%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
9,236
shares
|
$535,503
0.11% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
9,146
shares
|
$530,285
0.17% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,014
shares
|
$522,631
0.01% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
9,014
shares
|
$522,631
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
9,000
shares
|
$521,820
0.09% of portfolio
|
Q1 2023
Added 93.55%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
9,000
shares
|
$521,820
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
8,947
shares
|
$518,747
0.04% of portfolio
|
Q2 2023
Added 6.8%
|