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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
20,045
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2025
Added 170.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
19,976
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
19,682
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,475
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Added 51.49%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
18,879
shares
|
$1.22 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,960
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
17,753
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 327.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
17,659
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,611
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
17,560
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,497
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
17,405
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
17,275
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
17,264
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
17,259
shares
|
$1.12 Million
0.44% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
17,246
shares
|
$1.12 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
17,085
shares
|
$1.11 Million
0.3% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
17,034
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,762
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
16,658
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 21.24%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,458
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
16,445
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
16,036
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 37.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,937
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
15,404
shares
|
$996,792
0.67% of portfolio
|
Q3 2025
Reduced 9.94%
|
|