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 |
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
332
shares
|
$20,637
0.01% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
307
shares
|
$19,083
0.01% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
271
shares
|
$16,845
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
245
shares
|
$15,229
0.0% of portfolio
|
Q1 2025
Reduced 71.54%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
235
shares
|
$14,607
0.0% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
215
shares
|
$13,364
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$12,432
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
200
shares
|
$12,432
0.0% of portfolio
|
Q2 2022
Reduced 66.1%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$12,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
195
shares
|
$12,121
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
150
shares
|
$9,324
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
150
shares
|
$9,324
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
139
shares
|
$8,640
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
133
shares
|
$8,267
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
127
shares
|
$7,894
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
123
shares
|
$7,645
0.0% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
111
shares
|
$6,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
105
shares
|
$6,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
100
shares
|
$6,216
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
73
shares
|
$4,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
66
shares
|
$4,102
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
47
shares
|
$2,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
43
shares
|
$2,672
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
35
shares
|
$2,175
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
33
shares
|
$2,051
0.0% of portfolio
|
Q1 2025
New holding
|