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 |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
3,233
shares
|
$209,207
0.14% of portfolio
|
Q3 2025
Reduced 76.07%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,200
shares
|
$207,071
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
3,159
shares
|
$204,418
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,145
shares
|
$203,512
0.01% of portfolio
|
Q3 2025
Reduced 87.01%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
3,097
shares
|
$200,406
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,600
shares
|
$168,245
0.01% of portfolio
|
Q3 2025
Reduced 36.59%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,544
shares
|
$164,622
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
2,345
shares
|
$151,744
0.09% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,150
shares
|
$139,126
0.0% of portfolio
|
Q3 2025
Added 33.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,917
shares
|
$124,049
0.01% of portfolio
|
Q3 2025
Added 151.91%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,691
shares
|
$109,424
0.0% of portfolio
|
Q3 2023
Reduced 21.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,678
shares
|
$108,583
0.01% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,446
shares
|
$93,570
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
1,400
shares
|
$90,593
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,379
shares
|
$89,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,366
shares
|
$88,393
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,346
shares
|
$87,099
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,159
shares
|
$74,998
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,080
shares
|
$69,886
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,012
shares
|
$65,486
0.04% of portfolio
|
Q3 2025
Reduced 61.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$64,709
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
987
shares
|
$63,868
0.01% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
957
shares
|
$61,927
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
883
shares
|
$57,138
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
825
shares
|
$53,385
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|