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 392 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 $936 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
135,695
shares
|
$7.77 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
134,195
shares
|
$7.68 Million
0.02% of portfolio
|
Q1 2025
Added 76.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
133,014
shares
|
$7.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
132,955
shares
|
$7.61 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
119,068
shares
|
$6.82 Million
6.75% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
115,713
shares
|
$6.62 Million
0.85% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
108,439
shares
|
$6.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 83.44%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
107,110
shares
|
$6.13 Million
4.39% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
99,722
shares
|
$5.71 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
99,472
shares
|
$5.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
98,794
shares
|
$5.65 Million
3.64% of portfolio
|
Q1 2025
Added 2281.15%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
97,105
shares
|
$5.56 Million
0.15% of portfolio
|
Q1 2025
Reduced 60.57%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
96,917
shares
|
$5.55 Million
0.41% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
89,396
shares
|
$5.12 Million
1.77% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
86,842
shares
|
$4.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
85,407
shares
|
$4.89 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
83,793
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
82,714
shares
|
$4.73 Million
0.72% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
82,090
shares
|
$4.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
80,535
shares
|
$4.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
76,286
shares
|
$4.37 Million
0.56% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
74,955
shares
|
$4.29 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
73,894
shares
|
$4.23 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
71,992
shares
|
$4.12 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
71,417
shares
|
$4.09 Million
1.4% of portfolio
|
Q1 2025
Reduced 4.92%
|