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 |
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
17,972
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Added 33.25%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
17,887
shares
|
$1.02 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,850
shares
|
$1.02 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
17,601
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
17,466
shares
|
$999,753
0.03% of portfolio
|
Q1 2025
Reduced 63.69%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
17,217
shares
|
$985,501
0.09% of portfolio
|
Q4 2023
Reduced 18.2%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
17,184
shares
|
$983,612
0.24% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
16,737
shares
|
$958,025
0.18% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,715
shares
|
$956,766
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,458
shares
|
$942,055
0.04% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
16,390
shares
|
$938,163
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
16,281
shares
|
$931,924
0.16% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
16,079
shares
|
$920,361
0.2% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
15,870
shares
|
$908,398
0.01% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
15,817
shares
|
$905,365
0.1% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
15,647
shares
|
$895,634
0.0% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,566
shares
|
$890,997
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,323
shares
|
$877,088
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,229
shares
|
$871,707
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
15,227
shares
|
$871,593
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
14,434
shares
|
$826,202
0.11% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
14,318
shares
|
$819,562
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
14,196
shares
|
$812,579
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
14,067
shares
|
$805,195
0.24% of portfolio
|
Q1 2025
Added 75.51%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,045
shares
|
$803,935
0.38% of portfolio
|
Q1 2023
Reduced 0.03%
|