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 |
|---|---|---|---|---|---|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
13,137
shares
|
$774,163
0.36% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
13,106
shares
|
$772,336
0.06% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
13,053
shares
|
$769,213
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,585
shares
|
$741,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,568
shares
|
$740,632
0.04% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
12,532
shares
|
$738,510
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
12,529
shares
|
$738,333
0.22% of portfolio
|
Q1 2023
Added 5.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,784
shares
|
$694,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
11,771
shares
|
$693,665
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
11,699
shares
|
$689,422
0.11% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,520
shares
|
$678,873
0.21% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
11,469
shares
|
$675,868
0.05% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
11,387
shares
|
$671,035
0.15% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
11,264
shares
|
$663,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
11,157
shares
|
$657,482
0.22% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
11,156
shares
|
$657,423
0.07% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,985
shares
|
$647,346
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
10,784
shares
|
$635,501
0.35% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,696
shares
|
$630,315
0.05% of portfolio
|
Q3 2022
Reduced 56.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,572
shares
|
$623,007
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,366
shares
|
$610,868
0.02% of portfolio
|
Q4 2024
Added 16.33%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,341
shares
|
$609,395
0.01% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10,175
shares
|
$599,612
0.09% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,156
shares
|
$598,493
0.34% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,135
shares
|
$597,255
0.38% of portfolio
|
Q4 2024
Added 0.63%
|