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Get Institutions for : 
iShares Core Growth Allocation ETF (AOR)  
$55.05 0.07 (0.13%) as of 4:30 Wed 5/8


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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  : 
4.57 (9.05%)  




 
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
   FIFTH THIRD BANCORP 2350 *Closed 2024-03-31 0 $0 -1,405
   VICTORY CAPITAL MANAGEMENT INC *Closed 2024-03-31 0 $0 -133,818
   Kalos Management Inc. 251 *Closed 2023-06-30 0 $0 -80
   Sugarloaf Wealth Management LLC 675 *Closed 2024-03-31 0 $0 -700
   KICKSTAND VENTURES LLC. 98 *Closed 2023-12-31 0 $0 -11,273
   Coppell Advisory Solutions Corp. 1094 *Closed 2023-03-31 0 $0 -23
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *Closed 2024-03-31 0 $0 -5,360
   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
   SILVER OAK SECURITIES Inc 525 *Closed 2023-12-31 0 $0 -1,263
   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
   GeoWealth Management LLC 723 *Closed 2023-12-31 0 $0 -95
   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
   FCA CORP /TX 181 *Closed 2023-12-31 0 $0 -5,969
   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
   Ritter Daniher Financial Advisory LLC / DE 374 *Closed 2023-12-31 0 $0 -5
   EFG Asset Management (Americas) Corp. 138 *Closed 2024-03-31 0 $0 -9,131
  23 Records found
  1    
  Page 1 of 1
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