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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
74,368
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
70,732
shares
|
$4.17 Million
0.51% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
69,393
shares
|
$4.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
65,305
shares
|
$3.85 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
62,874
shares
|
$3.71 Million
0.81% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
62,064
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
61,707
shares
|
$3.64 Million
0.04% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
61,161
shares
|
$3.6 Million
0.04% of portfolio
|
Q4 2024
Added 727.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
59,743
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
Added 45.86%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
59,011
shares
|
$3.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
57,760
shares
|
$3.4 Million
0.34% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Viewpoint Investment Partners Corp
|
Jan 29, 2025 Q4 2024 |
57,590
shares
|
$3.39 Million
4.3% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,766
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
56,073
shares
|
$3.3 Million
2.3% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
48,579
shares
|
$2.86 Million
0.21% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,562
shares
|
$2.86 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
48,096
shares
|
$2.83 Million
0.12% of portfolio
|
Q4 2024
Added 141.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
47,100
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 77.74%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
46,570
shares
|
$2.74 Million
0.29% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,287
shares
|
$2.67 Million
0.46% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
44,817
shares
|
$2.64 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
43,309
shares
|
$2.55 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,896
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
42,893
shares
|
$2.53 Million
0.53% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
42,892
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.89%
|