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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
154
shares
|
$9,009
0.0% of portfolio
|
Q4 2024
Reduced 96.43%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
150
shares
|
$8,775
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
150
shares
|
$8,775
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
139
shares
|
$8,131
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
127
shares
|
$7,429
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
123
shares
|
$7,195
0.0% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
100
shares
|
$5,850
0.0% of portfolio
|
Q1 2024
Reduced 45.36%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
66
shares
|
$3,861
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
42
shares
|
$2,457
0.0% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
35
shares
|
$2,047
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
35
shares
|
$2,047
0.0% of portfolio
|
Q2 2023
Reduced 91.9%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$1,638
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
24
shares
|
$1,404
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
23
shares
|
$1,345
0.0% of portfolio
|
Q2 2024
Reduced 83.69%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
22
shares
|
$1,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$1,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12
shares
|
$702
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
11
shares
|
$643
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$58
0.0% of portfolio
|
Q4 2023
New holding
|