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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
68,552
shares
|
$4.44 Million
0.22% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
63,984
shares
|
$4.14 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
62,332
shares
|
$4.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
58,866
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
58,355
shares
|
$3.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
57,760
shares
|
$3.74 Million
0.34% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
57,590
shares
|
$3.73 Million
1.99% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
57,524
shares
|
$3.72 Million
2.36% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,766
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
56,208
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
55,403
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Added 455.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
54,218
shares
|
$3.51 Million
0.14% of portfolio
|
Q3 2025
Reduced 28.51%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
53,651
shares
|
$3.47 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
52,974
shares
|
$3.43 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
49,651
shares
|
$3.21 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,562
shares
|
$3.14 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
46,570
shares
|
$3.01 Million
0.29% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,287
shares
|
$2.93 Million
0.46% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44,984
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
44,427
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
42,945
shares
|
$2.78 Million
0.33% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,896
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,105
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
40,356
shares
|
$2.61 Million
0.15% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
38,777
shares
|
$2.51 Million
0.12% of portfolio
|
Q3 2025
Added 15.06%
|
|