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Get Institutions for : 
iShares Core Growth Allocation ETF (AOR)  
$56.03 0.08 (0.14%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 316    14
Total shares held : 
 17,862,109  
% of shares held : 
 60.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   49  
Amount of shares held : 
 5,620,124  
% of shares held change : 
   18.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.08  
Last Quarter's Ending Price : 
 $53.19  
Last Quarter's Average Price : 
 $50.48  
Change from last quarter's     
avg. price to the last closing  : 
5.55 (10.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 1,352,301
 7.57%
 
Increased Positions :
132
 5,153,408
 28.85%
 
Unchanged Positions :
60
 173,756
 0.97%
 
Decreased Positions :
97
-805,489
-4.51%
 
Closed Positions :
13
-80,096
-0.45%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 28 *New 2024-03-31 619,549 $34,490,000 619,549
   Retireful LLC 25 *New 2024-03-31 50,493 $2,811,000 50,493
   COLONY GROUP, LLC 432 *New 2024-03-31 48,903 $2,722,000 48,903
   Ethos Financial Group LLC 44 *New 2024-03-31 47,628 $2,651,000 47,628
   MISSION WEALTH MANAGEMENT LLC 357 *New 2024-03-31 11,369 $633,000 11,369
   Corrigan Financial Inc. 39 *New 2024-03-31 10,201 $568,000 10,201
   TCG Advisory Services LLC 310 *New 2024-03-31 7,074 $394,000 7,074
   Laurel Wealth Advisors Inc. 453 *New 2022-12-31 7,426 $350,000 7,426
   DORVAL Corp 23 *New 2024-03-31 6,294 $342,000 6,294
   Buckingham Strategic Partners 446 *New 2024-03-31 5,840 $325,000 5,840
   Brio Consultants LLC 84 *New 2024-03-31 5,712 $318,000 5,712
   FLAGSHIP HARBOR ADVISORS LLC 539 *New 2024-03-31 5,065 $282,000 5,065
   EIGHT 31 FINANCIAL LLC 78 *New 2024-03-31 4,489 $250,000 4,489
   Stonehearth Capital Management LLC 69 *New 2024-03-31 3,952 $220,000 3,952
   LAKE STREET FINANCIAL LLC 302 *New 2024-03-31 3,663 $204,000 3,663
   Fermata Advisors LLC 202 *New 2024-03-31 3,615 $201,000 3,615
   Atlantic Trust Group LLC 1547 *New 2024-03-31 1,190 $66,000 1,190
   US BANCORP 3255 *New 2024-03-31 200 $11,000 200
   RE Dickinson Investment Advisors LLC 196 *New 2024-03-31 28 $2,000 28
   HORIZON FINANCIAL SERVICES LLC 213 *New 2024-03-31 11 $1,000 11
   CBIZ Investment Advisory Services LLC 347 *New 2024-03-31 4 $0 4
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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