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 386 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
6,308
shares
|
$371,730
0.27% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,272
shares
|
$369,608
0.05% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
6,245
shares
|
$368,017
0.11% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6,159
shares
|
$362,949
0.01% of portfolio
|
Q4 2024
Added 2455.6%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
6,079
shares
|
$358,235
0.14% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
5,976
shares
|
$352,165
0.12% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,968
shares
|
$351,694
0.06% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,911
shares
|
$348,335
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,882
shares
|
$346,626
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,846
shares
|
$344,504
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
5,739
shares
|
$338,199
0.04% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
5,694
shares
|
$335,547
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
5,613
shares
|
$330,774
0.12% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
5,581
shares
|
$328,888
0.1% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,578
shares
|
$328,711
0.03% of portfolio
|
Q4 2024
Reduced 97.74%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,519
shares
|
$325,234
0.03% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,503
shares
|
$324,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$313,448
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,280
shares
|
$311,150
0.26% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,243
shares
|
$308,969
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,148
shares
|
$303,371
0.03% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,081
shares
|
$299,423
0.13% of portfolio
|
Q1 2023
Reduced 27.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,064
shares
|
$298,421
0.0% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,022
shares
|
$295,946
0.03% of portfolio
|
Q2 2023
Reduced 23.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$294,650
0.02% of portfolio
|
Q1 2020
New holding
|