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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,367
shares
|
$198,417
0.02% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$188,576
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,972
shares
|
$175,139
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,824
shares
|
$166,418
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,599
shares
|
$153,159
0.01% of portfolio
|
Q4 2024
Added 1010.68%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,469
shares
|
$145,498
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,935
shares
|
$114,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,882
shares
|
$110,906
0.0% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,863
shares
|
$109,786
0.01% of portfolio
|
Q2 2024
Reduced 24.97%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,830
shares
|
$107,841
0.0% of portfolio
|
Q4 2024
Added 40.99%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,748
shares
|
$103,009
0.0% of portfolio
|
Q4 2024
Added 50.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,691
shares
|
$99,650
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,609
shares
|
$94,818
0.0% of portfolio
|
Q4 2024
Added 164.2%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$85,212
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,256
shares
|
$74,016
0.01% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,213
shares
|
$71,482
0.02% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,211
shares
|
$71,364
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,190
shares
|
$70,126
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,138
shares
|
$67,062
0.02% of portfolio
|
Q4 2024
Added 64.45%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,057
shares
|
$62,289
0.02% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,047
shares
|
$61,699
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$58,930
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
960
shares
|
$56,572
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
950
shares
|
$55,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
903
shares
|
$53,213
0.03% of portfolio
|
Q4 2022
Reduced 3.01%
|