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 370 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $886 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$69,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,160
shares
|
$67,860
0.0% of portfolio
|
Q3 2024
Added 507.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,138
shares
|
$66,573
0.02% of portfolio
|
Q4 2024
Added 64.45%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,101
shares
|
$64,408
0.01% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,059
shares
|
$61,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,057
shares
|
$61,834
0.02% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$58,500
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
950
shares
|
$55,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
903
shares
|
$52,825
0.03% of portfolio
|
Q4 2022
Reduced 3.01%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
883
shares
|
$51,655
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
861
shares
|
$50,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
829
shares
|
$48,496
0.02% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
780
shares
|
$45,630
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
750
shares
|
$43,875
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
746
shares
|
$43,641
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
726
shares
|
$42,471
0.02% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
699
shares
|
$40,891
0.0% of portfolio
|
Q2 2024
Reduced 25.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
680
shares
|
$39,780
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
676
shares
|
$39,546
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
660
shares
|
$38,610
0.0% of portfolio
|
Q3 2024
Reduced 42.61%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
619
shares
|
$36,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
609
shares
|
$35,626
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$35,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
587
shares
|
$34,339
0.01% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
580
shares
|
$33,930
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|