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 395 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,638
shares
|
$530,027
0.14% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
8,608
shares
|
$528,186
0.17% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,563
shares
|
$525,425
0.03% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
8,509
shares
|
$522,112
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,480
shares
|
$520,332
0.1% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
8,321
shares
|
$510,576
0.24% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
8,247
shares
|
$506,035
0.09% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,230
shares
|
$504,992
0.21% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
8,210
shares
|
$503,765
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
8,039
shares
|
$493,273
0.15% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
8,032
shares
|
$492,843
0.09% of portfolio
|
Q2 2025
Reduced 50.67%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,953
shares
|
$487,996
0.01% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
7,911
shares
|
$485,418
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,644
shares
|
$469,035
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,590
shares
|
$465,722
0.03% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,426
shares
|
$455,659
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,395
shares
|
$453,757
0.21% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,284
shares
|
$446,946
0.04% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
7,260
shares
|
$445,473
0.08% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,180
shares
|
$440,564
0.01% of portfolio
|
Q1 2025
Added 30.47%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,151
shares
|
$438,785
0.03% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,124
shares
|
$437,128
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,055
shares
|
$432,894
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
6,935
shares
|
$425,531
0.02% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,714
shares
|
$411,971
0.02% of portfolio
|
Q1 2025
Added 5.19%
|