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 |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
8,190
shares
|
$482,636
0.16% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
8,160
shares
|
$480,868
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
8,015
shares
|
$472,323
0.14% of portfolio
|
Q4 2024
Added 46.53%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,953
shares
|
$468,670
0.01% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
7,885
shares
|
$464,663
0.2% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
7,862
shares
|
$463,307
0.13% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
7,798
shares
|
$459,536
0.1% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,555
shares
|
$445,216
0.04% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,497
shares
|
$441,798
0.21% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,426
shares
|
$437,614
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
7,254
shares
|
$427,478
0.08% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,151
shares
|
$421,408
0.03% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
7,015
shares
|
$413,393
0.11% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
6,819
shares
|
$401,843
0.1% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,800
shares
|
$400,724
0.03% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
6,699
shares
|
$394,772
0.03% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$393,947
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$393,947
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
6,538
shares
|
$385,284
0.3% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,498
shares
|
$382,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,474
shares
|
$381,512
0.02% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
6,465
shares
|
$380,982
0.13% of portfolio
|
Q4 2024
Reduced 49.26%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
6,446
shares
|
$379,862
0.26% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
6,431
shares
|
$378,978
0.03% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,383
shares
|
$376,150
0.02% of portfolio
|
Q4 2024
New holding
|