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 |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
69,615
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
68,418
shares
|
$3.92 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
64,451
shares
|
$3.69 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
61,428
shares
|
$3.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
58,038
shares
|
$3.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
57,760
shares
|
$3.31 Million
0.34% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
57,672
shares
|
$3.3 Million
0.6% of portfolio
|
Q1 2025
Added 184.7%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
57,590
shares
|
$3.3 Million
1.8% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Fort Henry Capital, LLC
|
Apr 22, 2025 Q1 2025 |
57,043
shares
|
$3.27 Million
2.36% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,766
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
56,744
shares
|
$3.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
53,913
shares
|
$3.09 Million
0.24% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
50,614
shares
|
$2.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,562
shares
|
$2.78 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
46,570
shares
|
$2.67 Million
0.29% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,287
shares
|
$2.59 Million
0.46% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
44,817
shares
|
$2.57 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,896
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
42,892
shares
|
$2.46 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
41,584
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.28%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
40,751
shares
|
$2.33 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
40,356
shares
|
$2.31 Million
0.15% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
39,668
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
39,363
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.11%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
39,099
shares
|
$2.24 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.05%
|