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 |
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,391
shares
|
$594,780
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
10,231
shares
|
$585,622
0.05% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
10,135
shares
|
$580,127
0.39% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
9,961
shares
|
$570,167
0.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
9,898
shares
|
$566,561
0.19% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,898
shares
|
$566,561
0.02% of portfolio
|
Q1 2025
Reduced 50.57%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
9,812
shares
|
$561,638
0.09% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,639
shares
|
$551,736
0.19% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
9,551
shares
|
$546,699
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
9,376
shares
|
$536,682
0.11% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
9,305
shares
|
$532,618
0.16% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
9,280
shares
|
$531,187
0.3% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,254
shares
|
$529,698
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,252
shares
|
$529,584
0.28% of portfolio
|
Q1 2024
Added 17.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,240
shares
|
$528,897
0.01% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
9,200
shares
|
$526,608
0.08% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
8,947
shares
|
$512,126
0.04% of portfolio
|
Q2 2023
Added 6.8%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,933
shares
|
$511,324
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
8,803
shares
|
$503,883
0.11% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,802
shares
|
$503,826
0.0% of portfolio
|
Q1 2025
Added 91.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,793
shares
|
$503,311
0.02% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
8,711
shares
|
$498,617
0.17% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,638
shares
|
$494,439
0.14% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,563
shares
|
$490,146
0.03% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
8,539
shares
|
$488,772
0.1% of portfolio
|
Q1 2025
Added 136.21%
|