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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
138,777
shares
|
$8.98 Million
0.26% of portfolio
|
Q2 2020
Reduced 11.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
137,379
shares
|
$8.89 Million
0.12% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
135,495
shares
|
$8.77 Million
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
132,373
shares
|
$8.57 Million
6.53% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
121,849
shares
|
$7.88 Million
0.95% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
107,940
shares
|
$6.98 Million
3.92% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
102,734
shares
|
$6.65 Million
1.04% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
101,063
shares
|
$6.54 Million
0.69% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
100,914
shares
|
$6.53 Million
1.08% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
97,803
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2025
Added 193.69%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
96,731
shares
|
$6.26 Million
2.42% of portfolio
|
Q3 2025
Added 598.52%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
96,534
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
92,829
shares
|
$6.01 Million
1.63% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
92,034
shares
|
$5.96 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
91,469
shares
|
$5.92 Million
0.03% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
87,746
shares
|
$5.68 Million
3.28% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
83,924
shares
|
$5.43 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
83,919
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
80,982
shares
|
$5.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
74,707
shares
|
$4.83 Million
0.31% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
74,276
shares
|
$4.81 Million
0.18% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
73,249
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
72,168
shares
|
$4.67 Million
1.54% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
71,993
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
69,392
shares
|
$4.49 Million
0.51% of portfolio
|
Q3 2025
Added 0.58%
|
|