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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,104
shares
|
$241,848
0.01% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
4,100
shares
|
$241,613
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,100
shares
|
$241,613
0.02% of portfolio
|
Q4 2023
Added 18.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,052
shares
|
$238,784
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,028
shares
|
$237,370
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,996
shares
|
$235,484
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,901
shares
|
$229,885
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$226,939
19.79% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,851
shares
|
$226,939
0.01% of portfolio
|
Q4 2024
Reduced 74.47%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
3,850
shares
|
$226,880
0.09% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
3,708
shares
|
$218,512
0.06% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$217,333
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,658
shares
|
$215,565
0.03% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,658
shares
|
$215,565
0.03% of portfolio
|
Q2 2024
Reduced 81.06%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,635
shares
|
$214,210
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,621
shares
|
$213,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,615
shares
|
$213,031
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
3,580
shares
|
$210,969
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
3,557
shares
|
$209,614
0.07% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
3,557
shares
|
$209,614
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,526
shares
|
$207,787
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,512
shares
|
$206,962
0.01% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,502
shares
|
$206,372
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,448
shares
|
$203,190
0.04% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
3,370
shares
|
$198,594
0.03% of portfolio
|
Q4 2024
Added 1.51%
|