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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15,323
shares
|
$991,551
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,229
shares
|
$985,468
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
15,196
shares
|
$983,333
0.02% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15,128
shares
|
$978,932
0.02% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
15,118
shares
|
$978,285
0.01% of portfolio
|
Q3 2025
Reduced 67.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
14,871
shares
|
$962,302
0.25% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
14,494
shares
|
$937,906
0.01% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
14,276
shares
|
$923,799
0.21% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,045
shares
|
$908,851
0.38% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,728
shares
|
$888,338
0.16% of portfolio
|
Q2 2024
Reduced 19.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
13,329
shares
|
$862,519
0.0% of portfolio
|
Q3 2025
Added 43.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,129
shares
|
$849,577
0.0% of portfolio
|
Q3 2025
Added 288.09%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
12,808
shares
|
$828,805
0.06% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
12,561
shares
|
$812,822
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
12,561
shares
|
$812,822
0.36% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
12,550
shares
|
$812,110
0.19% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
12,536
shares
|
$811,204
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,440
shares
|
$804,992
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,364
shares
|
$800,074
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
12,117
shares
|
$784,091
0.14% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
11,976
shares
|
$774,966
0.31% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
11,917
shares
|
$771,149
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
11,847
shares
|
$766,619
0.11% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
11,830
shares
|
$765,519
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,781
shares
|
$762,348
0.02% of portfolio
|
Q3 2025
New holding
|
|