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 409 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
824
shares
|
$51,219
0.02% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
802
shares
|
$49,852
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
789
shares
|
$49,044
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
777
shares
|
$48,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
773
shares
|
$48,049
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
761
shares
|
$47,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
681
shares
|
$42,330
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
676
shares
|
$42,020
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
639
shares
|
$39,720
0.0% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
618
shares
|
$38,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
590
shares
|
$36,674
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
568
shares
|
$35,306
0.03% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
555
shares
|
$34,498
0.01% of portfolio
|
Q2 2024
Reduced 18.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
514
shares
|
$31,950
0.0% of portfolio
|
Q2 2022
Reduced 95.68%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
500
shares
|
$31,080
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
490
shares
|
$30,458
0.01% of portfolio
|
Q2 2024
Added 84.91%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
472
shares
|
$29,339
0.01% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
460
shares
|
$28,593
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
444
shares
|
$27,599
0.01% of portfolio
|
Q2 2025
Reduced 60.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
442
shares
|
$27,474
0.0% of portfolio
|
Q4 2022
Added 0.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
432
shares
|
$26,853
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
427
shares
|
$26,542
0.0% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
416
shares
|
$25,858
0.0% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
406
shares
|
$25,236
0.01% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
350
shares
|
$21,756
0.0% of portfolio
|
Q2 2025
New holding
|