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 |
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
23,351
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
23,290
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
23,156
shares
|
$1.33 Million
0.81% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
23,048
shares
|
$1.32 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,720
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
22,555
shares
|
$1.29 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
22,337
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
22,258
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
22,097
shares
|
$1.26 Million
0.62% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,001
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
21,439
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Added 34.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,066
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
21,026
shares
|
$1.2 Million
0.32% of portfolio
|
Q4 2022
Added 21.85%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
20,958
shares
|
$1.2 Million
0.21% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
20,796
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
20,623
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
20,072
shares
|
$1.15 Million
1.04% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,689
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
19,642
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Added 74.38%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
19,383
shares
|
$1.11 Million
0.64% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
19,350
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,970
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
18,241
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
18,141
shares
|
$1.04 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
18,067
shares
|
$1.03 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.14%
|