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 Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
9,434
shares
|
$610,474
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
9,426
shares
|
$609,956
0.08% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
9,407
shares
|
$608,726
0.36% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
9,365
shares
|
$606,009
0.1% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,278
shares
|
$600,379
0.02% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
9,267
shares
|
$599,667
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,252
shares
|
$598,696
0.28% of portfolio
|
Q1 2024
Added 17.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
9,020
shares
|
$583,684
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,014
shares
|
$583,295
0.0% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,933
shares
|
$578,054
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
8,790
shares
|
$568,800
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,642
shares
|
$559,223
0.03% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
8,629
shares
|
$558,382
0.17% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,604
shares
|
$556,764
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
8,360
shares
|
$540,975
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
8,337
shares
|
$539,487
0.1% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
8,244
shares
|
$533,469
0.14% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
8,244
shares
|
$533,469
0.14% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,220
shares
|
$531,916
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,216
shares
|
$531,657
0.01% of portfolio
|
Q2 2025
Reduced 47.22%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
8,210
shares
|
$531,269
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,106
shares
|
$524,539
0.01% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,044
shares
|
$520,527
0.01% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
8,022
shares
|
$519,103
0.08% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
7,971
shares
|
$515,803
0.21% of portfolio
|
Q3 2025
Reduced 1.37%
|
|