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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,616,004
shares
|
$105 Million
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
637,764
shares
|
$41.3 Million
21.03% of portfolio
|
Q3 2025
Added 67.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
608,450
shares
|
$39.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
602,137
shares
|
$39 Million
0.01% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
573,177
shares
|
$37.1 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
498,134
shares
|
$32.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
465,643
shares
|
$30.1 Million
0.93% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
427,679
shares
|
$27.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
423,120
shares
|
$27.4 Million
0.01% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
384,902
shares
|
$24.9 Million
3.88% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
318,981
shares
|
$20.6 Million
2.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
311,258
shares
|
$20.1 Million
7.96% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
300,333
shares
|
$19.4 Million
0.31% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
293,944
shares
|
$19 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
292,135
shares
|
$18.9 Million
10.48% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
283,333
shares
|
$18.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
256,428
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
254,868
shares
|
$16.5 Million
0.17% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
235,663
shares
|
$15.2 Million
1.93% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
224,444
shares
|
$14.5 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
198,212
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
197,819
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
165,999
shares
|
$10.7 Million
4.29% of portfolio
|
Q3 2025
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
147,136
shares
|
$9.52 Million
4.12% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
140,051
shares
|
$9.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.17%
|
|