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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,850
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
17,631
shares
|
$1.04 Million
0.24% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
17,217
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2023
Reduced 18.2%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
17,157
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
16,638
shares
|
$980,477
0.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
16,504
shares
|
$972,580
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,458
shares
|
$969,869
0.04% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
16,321
shares
|
$961,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
15,946
shares
|
$939,697
0.1% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
15,647
shares
|
$922,077
0.0% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
15,547
shares
|
$916,184
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,404
shares
|
$907,757
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,229
shares
|
$897,444
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
15,225
shares
|
$897,209
0.15% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
15,075
shares
|
$888,369
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
14,721
shares
|
$867,508
0.01% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
14,410
shares
|
$849,181
0.18% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
14,370
shares
|
$846,824
0.01% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,045
shares
|
$827,671
0.38% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,964
shares
|
$822,898
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,728
shares
|
$808,991
0.16% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
13,608
shares
|
$801,919
0.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,522
shares
|
$796,851
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
13,487
shares
|
$794,788
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
13,277
shares
|
$782,413
0.56% of portfolio
|
Q4 2024
Reduced 4.88%
|