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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,081
shares
|
$328,791
0.13% of portfolio
|
Q1 2023
Reduced 27.53%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
5,064
shares
|
$327,691
0.05% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,050
shares
|
$326,785
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,000
shares
|
$323,549
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,897
shares
|
$316,884
0.03% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,893
shares
|
$316,626
0.06% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
4,835
shares
|
$312,872
0.08% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
4,832
shares
|
$312,678
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
4,824
shares
|
$312,161
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,805
shares
|
$310,931
0.0% of portfolio
|
Q3 2025
Reduced 63.9%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,798
shares
|
$310,478
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
4,794
shares
|
$310,219
0.06% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,725
shares
|
$305,754
0.01% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
4,650
shares
|
$300,901
0.09% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,589
shares
|
$296,954
0.07% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,586
shares
|
$296,760
0.03% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,553
shares
|
$294,624
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
4,500
shares
|
$291,195
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,452
shares
|
$288,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,384
shares
|
$283,688
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,343
shares
|
$281,035
0.0% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
4,342
shares
|
$280,970
0.07% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
4,303
shares
|
$278,447
0.13% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,300
shares
|
$278,253
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,296
shares
|
$277,994
0.02% of portfolio
|
Q3 2025
Reduced 8.24%
|
|