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Get Institutions for : 
iShares Core Growth Allocation ETF (AOR)  
$55.84 0.20 (0.36%) as of 4:30 Mon 6/3


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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  : 
5.36 (10.62%)  




 
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
   J Arnold Wealth Management Co 36 *Closed 2023-12-31 0 $0 -9,441
   C2C Wealth Management LLC 87 *Closed 2024-03-31 0 $0 -7,575
   Rockbridge Investment Management LCC 294 *Closed 2024-03-31 0 $0 -542
   MARSHALL FINANCIAL GROUP INC /ADV 57 *Closed 2024-03-31 0 $0 -4,118
   FIFTH THIRD BANCORP 2350 *Closed 2024-03-31 0 $0 -1,405
   Lee Financial CORP 224 *Closed 2024-03-31 0 $0 -165
   Redwood Investment Management LLC 322 *Closed 2024-03-31 0 $0 -4,673
   VICTORY CAPITAL MANAGEMENT INC 2457 *Closed 2024-03-31 0 $0 -133,818
   Kalos Management Inc. 251 *Closed 2023-06-30 0 $0 -80
   GUARDIAN WEALTH ADVISORS LLC / NC 461 *Closed 2024-03-31 0 $0 -5
   ORG Partners LLC 648 *Closed 2024-03-31 0 $0 -449
   ZACKS INVESTMENT MANAGEMENT 649 *Closed 2024-03-31 0 $0 -8,032
   Sugarloaf Wealth Management LLC 675 *Closed 2024-03-31 0 $0 -700
   Global Wealth Management Investment Advisory Inc. 205 *Closed 2024-03-31 0 $0 -399
   Vestmark Advisory Solutions Inc. 554 *Closed 2024-03-31 0 $0 -62,257
   SageView Advisory Group LLC 645 *Closed 2024-03-31 0 $0 -13,103
   KEYBANK NATIONAL ASSOCIATION/OH 1107 *Closed 2024-03-31 0 $0 -5,800
   DAVIDSON D A & CO 1356 *Closed 2024-03-31 0 $0 -9,903
   TBH Global Asset Management LLC 243 *Closed 2024-03-31 0 $0 -5,125
   CITADEL ADVISORS LLC 6320 *Closed 2024-03-31 0 $0 -14,647
   ADVISORY SERVICES NETWORK, LLC 3086 *Closed 2024-03-31 0 $0 -2,645
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 716 *Closed 2024-03-31 0 $0 -5,360
   IFG Advisory LLC 478 *Closed 2024-03-31 0 $0 -4,144
   CORA CAPITAL ADVISORS LLC 99 *Closed 2024-03-31 0 $0 -4,385
   COREPATH WEALTH PARTNERS LLC 37 *Closed 2024-03-31 0 $0 -5,787
   Level Financial Advisors Inc. 168 *Closed 2024-03-31 0 $0 -25
   Capital Advisors Wealth Management LLC 163 *Closed 2024-03-31 0 $0 -4,694
   Orin Green Financial LLC 38 *Closed 2024-03-31 0 $0 -8,100
   HM PAYSON & CO 1028 *Closed 2023-12-31 0 $0 -4,855
   Koss-Olinger Consulting LLC 287 *Closed 2024-03-31 0 $0 -5,971
   Treynor Bancshares Inc. 82 *Closed 2024-03-31 0 $0 -37,027
   TWO SIGMA SECURITIES LLC 2041 *Closed 2024-03-31 0 $0 -8,229
   Life Planning Partners Inc 255 *Closed 2024-03-31 0 $0 -1,986
   PARK AVENUE SECURITIES LLC 1409 *Closed 2024-03-31 0 $0 -4,785
   Financial Strategies Group Inc. 85 *Closed 2024-03-31 0 $0 -4,392
   EFG Asset Management (Americas) Corp. 138 *Closed 2024-03-31 0 $0 -9,131
   Long Island Wealth Management Inc. 334 *Closed 2024-03-31 0 $0 -15
   Focused Wealth Management Inc 993 *Closed 2024-03-31 0 $0 -154

  38 Records found
  1    
  Page 1 of 1
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