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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
   BANK OF AMERICA CORP /DE/ 1112 - 2024-03-31 1,220,257 $67,932,000 -28,236
   KOCHIS FITZ/QUINTILE LLC 17 - 2024-03-31 414,900 $23,098,000 -49,052
   WELLS FARGO & CO/MN 1055 - 2024-03-31 407,954 $22,711,000 -1,996,859
   Strategic Wealth Partners Group LLC 12 - 2024-03-31 318,981 $17,758,000 -6,216
   MORGAN STANLEY 2815 - 2024-03-31 317,375 $17,668,000 -201,104
   ROYAL BANK OF CANADA 1494 - 2024-03-31 178,088 $9,916,000 -78,823
   Advisor Group Holdings Inc. 716 - 2024-03-31 170,299 $9,480,000 -2,597
   BANK OF NEW YORK MELLON CORP 2002 - 2024-03-31 163,954 $9,127,000 -3,476
   AMERIPRISE FINANCIAL INC 1841 - 2024-03-31 159,995 $8,908,000 -75,211
   RICHARD BERNSTEIN ADVISORS LLC 46 - 2024-03-31 148,440 $8,264,000 -25,231
   BSW WEALTH PARTNERS 15 - 2024-03-31 134,712 $7,499,000 -16,851
   Kestra Advisory Services LLC 453 - 2024-03-31 112,058 $6,238,000 -40,655
   BB&T CORP 806 - 2024-03-31 109,718 $6,108,000 -83,357
   STIFEL FINANCIAL CORP 1118 - 2024-03-31 93,415 $5,200,000 -165,865
   Oakmont Partners LLC 153 - 2024-03-31 90,669 $5,048,000 -1,503
   LBMC INVESTMENT ADVISORS, LLC 32 - 2024-03-31 79,982 $4,453,000 -414
   PATTON ALBERTSON & MILLER, LLC 62 - 2024-03-31 76,877 $4,280,000 -2,302
   Weaver Consulting Group 14 - 2024-03-31 75,453 $4,200,000 -231
   MARINO STRAM & ASSOCIATES LLC 18 - 2024-03-31 71,671 $3,990,000 -1,025
   Burt Wealth Advisors 21 - 2024-03-31 66,576 $3,706,000 -801
   Brookstone Capital Management 276 - 2024-03-31 62,238 $3,465,000 -1,709
   Fort Henry Capital LLC 9 - 2024-03-31 59,346 $3,304,000 -1,398
   First Ascent Asset Management LLC 35 - 2023-12-31 57,760 $3,072,000 -2,004
   Strategic Family Wealth Counselors L.L.C. 28 - 2024-03-31 52,895 $2,945,000 -18,074
   RAYMOND JAMES & ASSOCIATES 1948 - 2024-03-31 49,939 $2,780,000 -997,941
   Adviser Investments LLC 203 - 2024-03-31 49,556 $2,759,000 -1,060
   WADE G W & INC 150 - 2023-12-31 48,562 $2,583,000 -4,726
   Strategic Financial Group LLC - 2023-12-31 46,570 $2,477,000 -1,409
   H D Vest Advisory Services 495 - 2024-03-31 41,996 $2,338,000 -1,818
   OHE FINANCIAL INC 65 - 2024-03-31 41,018 $2,283,000 -3,343
   CI Private Wealth LLC 973 - 2024-03-31 40,007 $2,227,000 -503
   ENVESTNET ASSET MANAGEMENT INC 2503 - 2024-03-31 39,119 $2,178,000 -351,927
   JANNEY MONTGOMERY SCOTT LLC 1123 - 2024-03-31 38,655 $2,152,000 -217,954
   Worth Financial Advisory Group LLC 17 - 2024-03-31 37,758 $2,102,000 -595
   WESTEND ADVISORS LLC 40 - 2024-03-31 37,106 $2,066,000 -320,322
   John W. Brooker & Co. CPAs 28 - 2024-03-31 34,929 $1,944,000 -344
   NATIONAL BANK OF CANADA /FI/ 886 - 2024-03-31 32,863 $1,814,000 -53,925
   Integrated Advisors Network LLC 218 - 2024-03-31 32,016 $1,782,000 -306
   HANSON MCCLAIN, INC. 335 - 2024-03-31 30,224 $1,683,000 -1,506
   Harbor Group Inc. 25 - 2024-03-31 27,661 $1,540,000 -1,313
   Integrity Financial Corp /WA 24 - 2024-03-31 26,770 $1,490,000 -154
   FINANCIAL NETWORK 1241 - 2024-03-31 24,865 $1,384,000 -498
   CAPITAL INSIGHT PARTNERS LLC 80 - 2024-03-31 24,657 $1,373,000 -4,205
   Qube Research & Technologies Ltd 1668 - 2024-03-31 24,525 $1,365,000 -1,751
   Coco Enterprises LLC 16 - 2024-03-31 24,452 $1,347,000 -385
   RENAISSANCE TECHNOLOGIES LLC 2305 - 2024-03-31 23,800 $1,325,000 -22,900
   CREATIVE PLANNING 1157 - 2024-03-31 23,769 $1,323,000 -2,615
   SimpliFi Inc. 18 - 2024-03-31 21,012 $1,170,000 -721
   Northstar Group Inc. 57 - 2024-03-31 20,936 $1,166,000 -2,550
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 952 - 2024-03-31 20,897 $1,163,000 -838
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2381 - 2024-03-31 20,507 $1,142,000 -2,676
   Mutual Advisors LLC 444 - 2024-03-31 20,009 $1,114,000 -2,262
   Dynamic Advisors Solutions LLC 421 - 2024-03-31 19,921 $1,109,000 -86,061
   GOLDMAN SACHS GROUP INC/ 3545 - 2024-03-31 18,649 $1,038,000 -3,424
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 130 - 2024-03-31 17,755 $988,000 -6,277
   AE Wealth Management LLC 652 - 2024-03-31 17,367 $967,000 -13,774
   PDS Planning Inc 88 - 2024-03-31 16,572 $923,000 -322
   PRIVATE CAPITAL MANAGEMENT LLC 66 - 2024-03-31 15,622 $870,000 -2,502
   SAGE FINANCIAL GROUP INC 52 - 2024-03-31 15,348 $854,000 -1,388
   MCKINLEY CARTER WEALTH SERVICES, INC. 165 - 2024-03-31 15,161 $844,000 -539
   Trilogy Capital Inc. 163 - 2024-03-31 14,896 $829,000 -2,883
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 606 - 2024-03-31 14,734 $820,000 -235
   MERCER GLOBAL ADVISORS INC /ADV 1048 - 2024-03-31 14,600 $813,000 -2,706
   TIEDEMANN WEALTH MANAGEMENT, LLC 136 - 2023-09-30 16,458 $813,000 -69
   HIGHTOWER ADVISORS, LLC 1909 - 2024-03-31 14,505 $808,000 -476
   Kingsview Wealth Management LLC 550 - 2024-03-31 14,400 $802,000 -7,666
   CAHABA WEALTH MANAGEMENT INC. 64 - 2024-03-31 13,914 $775,000 -976
   OXFORD FINANCIAL GROUP LTD 94 - 2024-03-31 13,899 $774,000 -2,570
   Fullen Financial Group 37 - 2023-03-31 14,045 $708,000 -4
   Morton Brown Family Wealth LLC 29 - 2024-03-31 12,621 $703,000 -304
   AdvisorNet Financial Inc 260 - 2024-03-31 11,813 $658,000 -4,754
   KINGSWOOD WEALTH ADVISORS LLC 283 - 2024-03-31 11,500 $640,000 -300
   Archford Capital Strategies LLC 156 - 2024-03-31 11,262 $627,000 -211
   Goss Wealth Management LLC 1241 - 2024-03-31 10,399 $579,000 -4,306
   SCOTIA CAPITAL INC. 581 - 2024-03-31 10,234 $570,000 -135
   Mountain Capital Investment Advisors Inc 18 - 2024-03-31 10,284 $568,000 -1,033
   Sentinus LLC 90 - 2024-03-31 9,885 $550,000 -378
   CAMARDA FINANCIAL ADVISORS, LLC 62 - 2024-03-31 9,800 $546,000 -195
   RIA Advisory Group LLC 62 - 2024-03-31 9,629 $536,000 -5,866
   Integrity Wealth Solutions LLC 59 - 2024-03-31 9,603 $535,000 -3
   Envestnet Portfolio Solutions Inc. 1102 - 2024-03-31 9,472 $527,000 -997
   NICOLET ADVISORY SERVICES LLC 183 - 2024-03-31 8,755 $483,000 -195
   Hubbell Strickland Wealth Management LLC 43 - 2024-03-31 8,648 $481,000 -110
   Gallacher Capital Management LLC 88 - 2024-03-31 8,561 $477,000 -279
   MML INVESTORS SERVICES LLC 1817 - 2024-03-31 8,453 $471,000 -32,723
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 89 - 2024-03-31 7,787 $434,000 -1,704
   MULTIFINANCIAL SECURITIES CORP 1726 - 2024-03-31 7,366 $410,000 -27,941
   Gould Capital LLC 46 - 2024-03-31 7,211 $401,000 -105
   Wealthquest Corp 84 - 2024-03-31 6,847 $381,000 -630
   Philip James Wealth Mangement LLC 41 - 2024-03-31 6,786 $378,000 -740
   Strategic Advocates LLC 80 - 2024-03-31 6,774 $377,000 -191
   Venturi Wealth Management LLC 295 - 2024-03-31 6,597 $367,000 -397
   HARBOR INVESTMENT ADVISORY LLC 260 - 2024-03-31 6,505 $362,000 -61
   Canal Capital Management LLC 116 - 2024-03-31 6,483 $361,000 -11
   COMERICA BANK 2039 - 2024-03-31 6,362 $354,000 -11,573
   Nelson Van Denburg & Campbell Wealth Management Gr 548 - 2024-03-31 6,257 $348,000 -1
   Waterloo Capital L.P. 266 - 2024-03-31 6,260 $348,000 -26,777
   Beacon Pointe Advisors LLC 1050 - 2024-03-31 6,095 $339,000 -108
   Kowal Investment Group LLC 139 - 2024-03-31 5,450 $303,000 -2,582
   HRT FINANCIAL LLC 1474 - 2024-03-31 5,298 $294,000 -10,026
  100 Records found
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