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 |
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
35,549
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
35,194
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
34,755
shares
|
$1.99 Million
0.13% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
34,278
shares
|
$1.96 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
34,205
shares
|
$1.96 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
32,434
shares
|
$1.86 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
32,389
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
29,518
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Added 33.6%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
29,406
shares
|
$1.68 Million
0.52% of portfolio
|
Q1 2025
Added 62.29%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
29,284
shares
|
$1.68 Million
0.23% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
29,083
shares
|
$1.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
28,455
shares
|
$1.63 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
28,112
shares
|
$1.61 Million
0.32% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,250
shares
|
$1.56 Million
0.09% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
26,900
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,519
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
26,478
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
26,407
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
26,330
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
25,984
shares
|
$1.49 Million
0.95% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,968
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
24,604
shares
|
$1.41 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
24,548
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
24,414
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
24,121
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.04%
|