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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 2096 - 2024-03-31 1,571,166 $87,467,000 9,658
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 210 - 2024-03-31 382,117 $21,272,000 57,732
   LPL FINANCIAL CORP 999 - 2024-03-31 313,165 $17,434,000 19,283
   Consilium Wealth Advisory LLC 1 - 2024-03-31 303,177 $16,878,000 7,156
   WARREN AVERETT ASSET MANAGEMENT, LLC 58 - 2024-03-31 241,670 $13,454,000 49,956
   GeoWealth Management LLC 40 - 2024-03-31 238,299 $13,266,000 238,299
   Lebenthal Global Advisors LLC 10 - 2024-03-31 177,024 $9,855,000 1,060
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 469 - 2024-03-31 174,036 $9,689,000 1,794
   UBS Group AG 1683 - 2024-03-31 160,293 $8,924,000 440
   Bell Investment Advisors Inc 16 - 2024-03-31 149,960 $8,348,000 807
   Aveo Capital Partners LLC 28 - 2024-03-31 138,696 $7,592,000 5,288
   KESTRA PRIVATE WEALTH SERVICES LLC 157 - 2024-03-31 119,437 $6,649,000 6,804
   TRUE Private Wealth Advisors 25 - 2024-03-31 112,878 $6,284,000 2,496
   Wealth Forward LLC 8 - 2024-03-31 103,645 $5,770,000 1,340
   UNIQUE WEALTH LLC 16 - 2024-03-31 86,310 $4,805,000 1,857
   COMMONWEALTH EQUITY SERVICES LLC. 1212 - 2024-03-31 83,061 $4,624,000 2,768
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 705 - 2024-03-31 76,490 $4,258,000 1,575
   JANE STREET GROUP LLC 1446 - 2024-03-31 75,003 $4,175,000 8,235
   NBT BANK N A /NY 87 - 2024-03-31 71,700 $3,992,000 5,570
   Ellenbecker Investment Group 16 - 2024-03-31 68,052 $3,788,000 3,094
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 82 - 2024-03-31 66,109 $3,680,000 5,845
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 49 - 2024-03-31 66,099 $3,680,000 2,922
   VIEWPOINT INVESTMENT PARTNERS CORP 6 - 2024-03-31 57,590 $3,206,000 13,760
   NORTHWEST WEALTH MANAGEMENT LLC 31 - 2024-03-31 56,386 $3,139,000 585
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1456 - 2024-03-31 50,198 $2,795,000 1,655
   Visionary Wealth Advisors 153 - 2024-03-31 41,875 $2,331,000 565
   FinTrust Capital Advisors LLC 43 - 2024-03-31 40,838 $2,273,000 5,945
   Prosperity Consulting Group LLC 100 - 2024-03-31 36,052 $2,007,000 15,812
   Polaris Wealth Advisers LLC 100 - 2023-09-30 40,356 $1,994,000 781
   Legacy Financial Group LLC 42 - 2024-03-31 31,403 $1,748,000 31,403
   RTD Financial Advisors Inc. 54 - 2024-03-31 29,165 $1,624,000 2,487
   HARBOUR INVESTMENTS INC. 278 - 2023-12-31 29,199 $1,553,000 52
   Private Advisor Group LLC 971 - 2024-03-31 26,240 $1,461,000 4,015
   PACIFIC CAPITAL WEALTH ADVISORS INC 34 - 2024-03-31 24,388 $1,358,000 1,053
   CAPTRUST FINANCIAL ADVISORS 971 - 2024-03-31 23,941 $1,333,000 411
   J P MORGAN CHASE & CO 3199 - 2024-03-31 23,789 $1,324,000 14,319
   Oxinas Partners Wealth Management LLC 37 - 2024-03-31 21,031 $1,171,000 4,850
   Global Assets Advisory LLC 20 - 2023-12-31 20,675 $1,092,000 503
   BANK OF MONTREAL /CAN/ 1658 - 2024-03-31 19,076 $1,063,000 1,040
   Integrated Wealth Concepts LLC 726 - 2024-03-31 18,889 $1,052,000 752
   Sigma Planning Corp 517 - 2024-03-31 17,068 $950,000 9,471
   Greystone Financial Group LLC 61 - 2024-03-31 16,980 $945,000 2,738
   Rockefeller Capital Management L.P. 1295 - 2024-03-31 15,811 $880,000 1,001
   High Falls Advisors Inc 43 - 2024-03-31 15,574 $867,000 819
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 256 - 2024-03-31 15,229 $848,000 55
   DAVID R. RAHN & ASSOCIATES INC. 37 - 2024-03-31 15,048 $838,000 1,009
   MARINER WEALTH ADVISORS, LLC 1722 - 2024-03-31 13,414 $747,000 92
   SILVER OAK SECURITIES Inc 181 - 2024-03-31 12,891 $718,000 12,891
   Fidato Wealth LLC 8 - 2024-03-31 12,670 $705,000 994
   Buttonwood Financial Group LLC 23 - 2024-03-31 12,088 $673,000 124
   Cardinal Point Capital Management ULC 37 - 2024-03-31 11,871 $661,000 110
   GUARANTY TRUST CO OF MISSOURI /MO/ 373 - 2024-03-31 11,697 $651,000 265
   Foundations Investment Advisors LLC 410 - 2024-03-31 11,578 $645,000 6,482
   New England Private Wealth Advisors LLC 87 - 2024-03-31 11,319 $628,000 3,472
   HPM Partners LLC 1501 - 2024-03-31 11,031 $614,000 1,183
   Moss Adams Wealth Advisors LLC 65 - 2024-03-31 10,719 $597,000 5,443
   Tempus Wealth Planning LLC 99 - 2024-03-31 10,596 $590,000 287
   TrinityPoint Wealth LLC 185 - 2024-03-31 10,463 $582,000 300
   VALMARK ADVISERS INC 345 - 2024-03-31 10,366 $577,000 184
   Beacon Financial Advisory LLC 103 - 2024-03-31 10,317 $574,000 553
   Lido Advisors LLC 767 - 2024-03-31 10,043 $559,000 184
   RESTON WEALTH MANAGEMENT LLC 32 - 2024-03-31 9,779 $544,000 2,532
   PROSPERA FINANCIAL SERVICES 639 - 2023-12-31 9,960 $530,000 41
   Godshalk Welsh Capital Management Inc. 77 - 2024-03-31 9,296 $518,000 5
   EUDAIMONIA ADVISORS LLC 100 - 2024-03-31 9,252 $515,000 1,397
   MILESTONE ASSET MANAGEMENT LLC 105 - 2024-03-31 9,218 $513,000 3,613
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 282 - 2024-03-31 9,133 $508,000 1,010
   Heirloom Wealth Management 33 - 2024-03-31 9,076 $505,000 11
   ATLAS CAPITAL ADVISORS LLC 218 - 2024-03-31 8,761 $488,000 178
   Equitable Holdings Inc. 816 - 2024-03-31 8,542 $476,000 1,246
   MODERA WEALTH MANAGEMENT, LLC 395 - 2024-03-31 8,543 $476,000 1,179
   Intrua Financial LLC 197 - 2023-03-31 9,000 $450,000 4,350
   New Capital Management LP 43 - 2024-03-31 8,033 $447,000 182
   Gallagher Fiduciary Advisors LLC 117 - 2024-03-31 7,994 $445,000 336
   Syverson Strege & Co 41 - 2024-03-31 7,507 $418,000 727
   Boston Standard Wealth Management LLC 34 - 2024-03-31 6,980 $389,000 1,364
   EFFICIENT ADVISORS, LLC 62 - 2024-03-31 6,957 $387,000 98
   Weitzel Financial Services Inc. 27 - 2024-03-31 6,972 $386,000 952
   CENTAURUS FINANCIAL INC. 442 - 2024-03-31 6,800 $379,000 405
   Atria Wealth Solutions Inc. 1391 - 2024-03-31 6,809 $379,000 112
   ELEVATE WEALTH ADVISORY INC 41 - 2024-03-31 6,418 $357,000 16
   Capital Analysts Inc. 360 - 2024-03-31 6,376 $355,000 113
   ARGI INVESTMENT SERVICES, LLC 355 - 2022-12-31 7,203 $340,000 382
   TRUSTCORE FINANCIAL SERVICES LLC 210 - 2022-12-31 7,151 $337,000 478
   Sunbelt Securities Inc. 406 - 2024-03-31 5,818 $324,000 1,981
   CKW FINANCIAL GROUP 43 - 2024-03-31 5,837 $324,000 245
   Van Hulzen Asset Management LLC 262 - 2024-03-31 5,729 $319,000 8
   F3Logic LLC 134 - 2022-12-31 6,685 $315,000 820
   NVWM LLC 178 - 2024-03-31 5,366 $299,000 184
   Per Stirling Capital Management LLC. 192 - 2024-03-31 5,353 $298,000 474
   Affiance Financial LLC 83 - 2024-03-31 5,247 $292,000 22
   Ausdal Financial Partners Inc. 384 - 2024-03-31 4,959 $276,000 110
   Clear Point Advisors Inc. 89 - 2024-03-31 4,945 $275,000 27
   Global Retirement Partners LLC 695 - 2024-03-31 4,683 $261,000 4
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 586 - 2024-03-31 4,586 $254,000 315
   Tyler-Stone Wealth Management 170 - 2024-03-31 4,308 $240,000 121
   Archvest Wealth Advisors Inc. 55 - 2024-03-31 4,270 $237,000 229
   Financial Advocates Investment Management 674 - 2024-03-31 2,576 $235,000 2,576
   Coastal Investment Advisors Inc. 385 - 2024-03-31 4,029 $224,000 4,029
   Aquire Wealth Advisors LLC 43 - 2024-03-31 4,018 $224,000 129
  100 Records found
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