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 438 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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
6,322
shares
|
$409,096
0.15% of portfolio
|
Q3 2025
Reduced 16.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,280
shares
|
$406,378
0.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,228
shares
|
$403,013
0.0% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
6,196
shares
|
$400,943
0.03% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,150
shares
|
$397,966
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
6,149
shares
|
$397,901
0.06% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,120
shares
|
$396,025
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,114
shares
|
$395,636
0.0% of portfolio
|
Q3 2025
Added 143.39%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6,104
shares
|
$394,989
0.02% of portfolio
|
Q3 2025
Reduced 47.66%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
6,088
shares
|
$393,954
0.11% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
6,079
shares
|
$393,372
0.13% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
6,033
shares
|
$390,395
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,029
shares
|
$390,136
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
5,970
shares
|
$386,318
0.1% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,835
shares
|
$377,582
0.06% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,754
shares
|
$372,341
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
5,668
shares
|
$366,776
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,667
shares
|
$366,711
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
5,665
shares
|
$366,582
0.18% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,569
shares
|
$360,369
0.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
5,538
shares
|
$358,363
0.12% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,526
shares
|
$357,587
0.02% of portfolio
|
Q3 2025
Reduced 30.06%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,426
shares
|
$351,116
0.03% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,319
shares
|
$344,192
0.1% of portfolio
|
Q4 2023
Reduced 65.66%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
5,302
shares
|
$343,092
0.06% of portfolio
|
Q3 2025
Reduced 33.99%
|
|