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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
25,513
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 18.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
25,021
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
25,014
shares
|
$1.62 Million
0.6% of portfolio
|
Q3 2025
Added 80.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
24,929
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
23,788
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
23,520
shares
|
$1.52 Million
0.85% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
23,397
shares
|
$1.51 Million
0.24% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
23,293
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
23,170
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
23,014
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
22,836
shares
|
$1.48 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
22,731
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Added 117.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
22,714
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
22,620
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2025
Added 25.12%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
22,555
shares
|
$1.46 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
22,170
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2025
Added 34.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,001
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
21,600
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
21,473
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
21,129
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
21,026
shares
|
$1.36 Million
0.32% of portfolio
|
Q4 2022
Added 21.85%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
20,885
shares
|
$1.35 Million
0.72% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,885
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 76.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
20,641
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
20,626
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.76%
|
|