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 378 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 $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,808
shares
|
$281,556
0.02% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,796
shares
|
$280,853
0.01% of portfolio
|
Q3 2024
Reduced 24.86%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,794
shares
|
$280,736
0.06% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,707
shares
|
$275,641
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
4,603
shares
|
$269,551
0.14% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$268,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
4,582
shares
|
$268,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
4,525
shares
|
$264,984
0.03% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,456
shares
|
$260,943
0.01% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,423
shares
|
$259,010
0.08% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,409
shares
|
$258,191
0.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,330
shares
|
$253,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,305
shares
|
$252,100
0.09% of portfolio
|
Q2 2024
Added 8.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,300
shares
|
$251,808
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,264
shares
|
$249,699
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,210
shares
|
$246,537
0.01% of portfolio
|
Q2 2024
Reduced 42.74%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
4,200
shares
|
$245,952
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,160
shares
|
$243,609
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
4,144
shares
|
$242,672
0.09% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
4,109
shares
|
$240,623
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,104
shares
|
$240,330
0.01% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
4,100
shares
|
$240,096
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,100
shares
|
$240,096
0.02% of portfolio
|
Q4 2023
Added 18.84%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
4,076
shares
|
$238,690
0.19% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,052
shares
|
$237,285
0.06% of portfolio
|
Q4 2024
Added 0.9%
|