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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
11,610
shares
|
$751,283
0.1% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
11,530
shares
|
$746,106
0.07% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
11,328
shares
|
$733,034
0.13% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2025 Q3 2025 |
11,307
shares
|
$731,675
0.48% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
11,094
shares
|
$717,892
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,058
shares
|
$715,563
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,985
shares
|
$710,839
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,852
shares
|
$702,232
0.04% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,849
shares
|
$702,038
0.03% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
10,843
shares
|
$701,650
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
10,811
shares
|
$699,579
0.43% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
10,722
shares
|
$693,820
0.08% of portfolio
|
Q3 2025
Added 32.85%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,696
shares
|
$692,138
0.05% of portfolio
|
Q3 2022
Reduced 56.16%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,594
shares
|
$685,537
0.0% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,587
shares
|
$685,084
0.06% of portfolio
|
Q3 2025
Reduced 37.11%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,572
shares
|
$684,114
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,517
shares
|
$680,555
0.18% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
10,420
shares
|
$674,278
0.28% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
10,097
shares
|
$653,376
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
10,029
shares
|
$648,976
0.3% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
10,026
shares
|
$648,782
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,842
shares
|
$636,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
9,822
shares
|
$635,581
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
9,501
shares
|
$614,809
0.03% of portfolio
|
Q3 2025
Reduced 38.52%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
9,490
shares
|
$614,097
0.11% of portfolio
|
Q3 2025
Added 1.22%
|
|