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 439 institutions that hold shares in the stock, with a total of 16.8 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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,953
shares
|
$514,638
0.01% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
7,911
shares
|
$511,920
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,890
shares
|
$510,561
0.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,692
shares
|
$497,749
0.02% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Dec 01, 2025 Q3 2025 |
7,549
shares
|
$488,495
0.33% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
7,429
shares
|
$480,730
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,426
shares
|
$480,536
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,342
shares
|
$475,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,191
shares
|
$465,329
0.0% of portfolio
|
Q3 2025
Reduced 50.31%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,151
shares
|
$462,741
0.03% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
7,106
shares
|
$459,829
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,097
shares
|
$459,246
0.0% of portfolio
|
Q3 2025
Added 76.32%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,962
shares
|
$450,511
0.2% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,949
shares
|
$449,669
0.03% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,937
shares
|
$448,893
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
6,926
shares
|
$448,181
0.1% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,705
shares
|
$433,880
0.07% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$432,586
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$432,586
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
6,574
shares
|
$425,403
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
6,488
shares
|
$419,838
0.27% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,457
shares
|
$417,832
0.02% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
6,438
shares
|
$416,602
0.12% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,415
shares
|
$415,114
0.3% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
6,322
shares
|
$409,096
0.15% of portfolio
|
Q3 2025
Reduced 16.8%
|
|