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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,071
shares
|
$593,484
0.0% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
9,961
shares
|
$587,001
0.09% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
9,737
shares
|
$573,801
0.24% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
9,668
shares
|
$569,735
0.09% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,649
shares
|
$568,615
0.0% of portfolio
|
Q4 2024
Added 65.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
9,618
shares
|
$566,788
0.01% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,511
shares
|
$560,483
0.19% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
9,437
shares
|
$556,122
0.11% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
9,383
shares
|
$552,940
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
9,376
shares
|
$552,527
0.11% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,342
shares
|
$550,524
0.05% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,252
shares
|
$545,220
0.28% of portfolio
|
Q1 2024
Added 17.78%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
9,200
shares
|
$542,156
0.08% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
9,160
shares
|
$539,798
0.22% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,131
shares
|
$538,089
0.01% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,086
shares
|
$535,437
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
8,958
shares
|
$527,894
0.16% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
8,947
shares
|
$527,246
0.04% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,933
shares
|
$526,421
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,793
shares
|
$518,171
0.02% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
8,480
shares
|
$499,726
0.1% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
8,449
shares
|
$497,899
0.12% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
8,405
shares
|
$495,306
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,397
shares
|
$494,835
0.0% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
8,210
shares
|
$483,815
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|