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 |
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,030
shares
|
$803,077
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,728
shares
|
$785,790
0.16% of portfolio
|
Q2 2024
Reduced 19.86%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
13,407
shares
|
$767,416
0.04% of portfolio
|
Q1 2025
Added 3337.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13,376
shares
|
$765,642
0.02% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
13,106
shares
|
$750,187
0.06% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
12,514
shares
|
$716,301
0.55% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
12,467
shares
|
$713,611
0.15% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
12,349
shares
|
$706,856
0.0% of portfolio
|
Q1 2025
Added 27.98%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,306
shares
|
$704,395
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,230
shares
|
$700,045
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
12,128
shares
|
$694,206
0.21% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
12,102
shares
|
$692,718
0.04% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
11,984
shares
|
$685,964
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,910
shares
|
$681,728
0.0% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,832
shares
|
$677,263
0.0% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
11,608
shares
|
$664,441
0.36% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
11,518
shares
|
$659,290
0.11% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
11,469
shares
|
$656,485
0.05% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
11,328
shares
|
$648,414
0.13% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,985
shares
|
$628,781
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,915
shares
|
$624,774
0.0% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,873
shares
|
$622,370
0.01% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
10,766
shares
|
$616,245
0.36% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,696
shares
|
$612,239
0.05% of portfolio
|
Q3 2022
Reduced 56.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,572
shares
|
$605,141
0.05% of portfolio
|
Q3 2024
New holding
|