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 |
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
8,509
shares
|
$487,055
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,480
shares
|
$485,395
0.1% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
8,321
shares
|
$476,294
0.24% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,230
shares
|
$471,085
0.21% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
8,210
shares
|
$469,940
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
8,065
shares
|
$461,640
0.16% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
8,037
shares
|
$460,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
7,965
shares
|
$455,916
0.1% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,953
shares
|
$455,229
0.01% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,644
shares
|
$437,542
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,590
shares
|
$434,451
0.03% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,426
shares
|
$425,064
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,395
shares
|
$423,289
0.21% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,284
shares
|
$416,936
0.04% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,180
shares
|
$410,983
0.01% of portfolio
|
Q1 2025
Added 30.47%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,151
shares
|
$409,323
0.03% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,124
shares
|
$407,777
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
6,935
shares
|
$396,959
0.02% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
6,798
shares
|
$389,117
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,717
shares
|
$384,481
0.08% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,714
shares
|
$384,309
0.02% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,685
shares
|
$382,649
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,685
shares
|
$382,649
0.07% of portfolio
|
Q4 2022
Added 13.98%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
6,661
shares
|
$381,275
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
6,596
shares
|
$377,555
0.27% of portfolio
|
Q1 2025
Added 2.33%
|