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Get Institutions for : 
iShares Core Growth Allocation ETF (AOR)  
$55.29 0.24 (0.44%) as of 4:30 Thu 5/9


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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  : 
4.81 (9.53%)  




 
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
   Vestmark Advisory Solutions Inc. 144 *New 2023-12-31 62,257 $3,311,000 62,257
   Retireful LLC 25 *New 2024-03-31 50,493 $2,811,000 50,493
   MML INVESTORS SERVICES LLC 954 *New 2023-12-31 41,176 $2,190,000 41,176
   Treynor Bancshares Inc. 30 *New 2023-12-31 37,027 $1,969,000 37,027
   CREATIVE PLANNING 1067 *New 2023-12-31 26,384 $1,403,000 26,384
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 11,369 $633,000 11,369
   Corrigan Financial Inc. 39 *New 2024-03-31 10,201 $568,000 10,201
   TWO SIGMA SECURITIES LLC 456 *New 2023-12-31 8,229 $438,000 8,229
   ZACKS INVESTMENT MANAGEMENT 485 *New 2023-12-31 8,032 $427,000 8,032
   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
   Brio Consultants LLC 84 *New 2024-03-31 5,712 $318,000 5,712
   KEYBANK NATIONAL ASSOCIATION/OH 924 *New 2023-12-31 5,800 $309,000 5,800
   FLAGSHIP HARBOR ADVISORS LLC 539 *New 2024-03-31 5,065 $282,000 5,065
   Pensionmark Financial Group LLC 345 *New 2023-12-31 4,277 $227,000 4,277
   IFG Advisory LLC 537 *New 2023-12-31 4,144 $220,000 4,144
   Stonehearth Capital Management LLC 69 *New 2024-03-31 3,952 $220,000 3,952
   Aquire Wealth Advisors LLC 38 *New 2023-12-31 3,889 $207,000 3,889
   LAKE STREET FINANCIAL LLC 302 *New 2024-03-31 3,663 $204,000 3,663
   MCCORMACK ADVISORS INTERNATIONAL 946 *New 2023-12-31 3,825 $203,000 3,825
   Fermata Advisors LLC 202 *New 2024-03-31 3,615 $201,000 3,615
   Cetera Investment Advisers 2028 *New 2023-12-31 3,776 $201,000 3,776
   ADVISORY SERVICES NETWORK, LLC 1436 *New 2023-12-31 2,645 $141,000 2,645
   FSA Wealth Management LLC 257 *New 2023-12-31 299 $16,000 299
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1645 *New 2023-12-31 183 $10,000 183
   HORIZON FINANCIAL SERVICES LLC 213 *New 2024-03-31 11 $1,000 11
  27 Records found
  1    
  Page 1 of 1
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