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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
6,722
shares
|
$389,741
0.04% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
6,701
shares
|
$388,523
0.1% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$387,596
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$387,596
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
6,673
shares
|
$386,900
0.05% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
6,576
shares
|
$381,276
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
6,561
shares
|
$380,406
0.06% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
6,461
shares
|
$374,608
0.26% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,415
shares
|
$371,941
0.12% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
6,358
shares
|
$368,636
0.28% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,296
shares
|
$365,042
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
6,291
shares
|
$364,752
0.1% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,178
shares
|
$358,200
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
6,079
shares
|
$352,460
0.15% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,074
shares
|
$352,170
0.0% of portfolio
|
Q3 2024
Reduced 22.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,004
shares
|
$348,111
0.0% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,000
shares
|
$347,880
0.01% of portfolio
|
Q2 2024
Reduced 42.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,979
shares
|
$346,662
0.05% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,923
shares
|
$343,415
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,911
shares
|
$342,719
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,854
shares
|
$339,414
0.0% of portfolio
|
Q3 2024
Reduced 87.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,826
shares
|
$337,791
0.0% of portfolio
|
Q3 2024
Reduced 37.85%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
5,613
shares
|
$325,441
0.12% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
5,613
shares
|
$325,441
0.12% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
5,581
shares
|
$323,586
0.1% of portfolio
|
Q3 2024
Reduced 15.53%
|