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 388 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,999,890
shares
|
$114 Million
0.03% of portfolio
|
Q4 2024
Added 424.83%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,616,004
shares
|
$92.5 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,072,776
shares
|
$61.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
847,485
shares
|
$48.5 Million
0.0% of portfolio
|
Q4 2024
Added 148.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
681,814
shares
|
$39 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
653,435
shares
|
$37.4 Million
0.0% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
611,306
shares
|
$35 Million
0.73% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
463,928
shares
|
$26.6 Million
0.93% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
378,603
shares
|
$21.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
336,377
shares
|
$19.3 Million
3.57% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
318,981
shares
|
$18.3 Million
2.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
310,923
shares
|
$17.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
309,474
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 425.83%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
305,010
shares
|
$17.5 Million
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
294,703
shares
|
$16.9 Million
8.57% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
258,497
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 35.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
258,466
shares
|
$14.8 Million
0.23% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
252,835
shares
|
$14.5 Million
8.68% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
245,927
shares
|
$14.1 Million
11.02% of portfolio
|
Q1 2025
Added 20.09%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
235,772
shares
|
$13.5 Million
0.28% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
231,829
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
183,505
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
169,641
shares
|
$9.71 Million
1.5% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
157,940
shares
|
$9.04 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$7.94 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|