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iShares Core Growth Allocation ETF (AOR) Institutional Ownership

iShares Core Growth Allocation ETF logo
$58.33 +0.60 (+1.04%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$65.47M
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AOR Institutional Buying and Selling by Quarter

iShares Core Growth Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Fort Henry Capital LLC56,073$3.21M2.3%-5.8%0.155%
1/21/2025Archford Capital Strategies LLC10,175$583K0.1%-3.5%0.028%
1/21/2025Patton Albertson Miller Group LLC79,616$4.56M0.6%+0.9%0.220%
1/21/2025Geneos Wealth Management Inc.1,882$108K0.0%+11.2%0.005%
1/21/2025Dynamic Advisor Solutions LLC48,096$2.76M0.1%+141.5%0.133%
1/21/2025Atlas Private Wealth Advisors4,853$278K0.0%N/A0.013%
1/21/2025Sound Income Strategies LLC861$49K0.0%N/A0.002%
1/21/2025Brighton Jones LLC4,456$255K0.0%+10.1%0.012%
1/17/2025 Avior Wealth Management LLC22,256$1.28M0.0%+5.3%0.061%
1/17/2025 Mutual Advisors LLC22,368$1.29M0.0%+3.7%0.062%
1/17/2025 Janney Montgomery Scott LLC272,742$15.63M0.0%+943.8%0.753%
1/17/2025 Marino Stram & Associates LLC62,874$3.60M0.8%-12.8%0.174%
1/17/2025 Janney Capital Management LLC9,383$538K0.0%N/A0.026%
1/17/2025 Dakota Wealth Management82,687$4.74M0.1%-3.3%0.228%
1/17/2025 Oxinas Partners Wealth Management LLC18,093$1.04M0.6%-14.5%0.050%
1/16/2025 Aspiriant LLC426,881$24.47M0.9%-4.0%1.179%
1/16/2025 Wealthquest Corp5,519$316K0.0%-4.6%0.015%
1/16/2025 Divergent Planning LLC5,976$339K0.1%+6.5%0.017%
1/16/2025 Lbmc Investment Advisors LLC77,369$4.44M0.3%+0.4%0.214%
1/15/2025 Hubbell Strickland Wealth Management LLC7,497$430K0.2%-12.9%0.021%
1/15/2025 Merit Financial Group LLC8,160$468K0.0%N/A0.023%
1/15/2025 Procyon Advisors LLC4,264$244K0.0%N/A0.012%
1/14/2025 MPS Loria Financial Planners LLC8,015$459K0.1%+46.5%0.022%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC16,504$946K0.0%-1.1%0.046%
1/14/2025 Fiduciary Financial Group LLC7,798$442K0.1%+3.3%0.022%
1/13/2025 Ellenbecker Investment Group102,412$5.87M1.0%+29.2%0.283%
1/13/2025 Unique Wealth LLC87,550$5.02M1.0%-1.4%0.242%
1/13/2025 AdvisorNet Financial Inc9,342$535K0.0%-16.3%0.026%
1/13/2025 Corrigan Financial Inc.11,387$653K0.1%+1.9%0.031%
1/13/2025 Westmount Partners LLC12,529$718K0.2%+4.3%0.035%
1/13/2025 New Capital Management LP8,958$513K0.2%-2.1%0.025%
1/13/2025 Brookstone Capital Management59,011$3.38M0.0%-2.7%0.163%
1/10/2025 Highline Wealth Partners LLC1,138$65K0.0%+64.5%0.003%
1/10/2025 ST Germain D J Co. Inc.950$54K0.0%N/A0.003%
1/8/2025 International Assets Investment Management LLC5,578$319K0.0%-97.7%0.015%
1/8/2025 Weaver Consulting Group75,114$4.31M1.3%+2.3%0.207%
1/2/2025 Somnio Financial Group LLC6,538$375K0.3%+29.4%0.018%
12/26/2024JPMorgan Chase & Co.687,060$40.70M0.0%-102.1%1.898%
11/25/2024World Investment Advisors LLC8,911$528K0.0%+108.3%0.025%
11/25/2024Sanctuary Advisors LLC28,841$1.69M0.0%+162.0%0.080%
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11/21/2024 Wealthquest Corp5,784$342K0.0%-11.8%0.016%
11/20/2024SOA Wealth Advisors LLC.675$40K0.0%-38.5%0.002%
11/18/2024Hobbs Group Advisors LLC545$32K0.0%N/A0.002%
11/18/2024Sunbelt Securities Inc.8,954$530K0.1%-13.9%0.025%
11/15/2024High Falls Advisors Inc17,341$1.03M0.2%-1.6%0.048%
11/15/2024Executive Wealth Management LLC10,572$626K0.0%N/A0.029%
11/15/2024MCIA Inc11,873$695K0.2%+4.1%0.033%
11/15/2024National Bank of Canada FI24,852$1.47M0.0%-18.9%0.069%
11/15/2024Jane Street Group LLC6,004$356K0.0%+34.0%0.017%
11/15/2024Kovitz Investment Group Partners LLC311,620$18.46M0.1%+1.9%0.861%
11/15/2024 Weaver Consulting Group73,439$4.35M1.4%-1.8%0.203%
11/15/2024Stifel Financial Corp58,854$3.49M0.0%+25.0%0.163%
11/15/2024SageView Advisory Group LLC7,636$452K0.0%-34.0%0.021%
11/14/2024L.M. Kohn & Company3,445$204K0.1%N/A0.010%
11/14/2024TRUE Private Wealth Advisors112,684$6.68M0.8%+1.3%0.311%
11/14/2024Captrust Financial Advisors24,873$1.47M0.0%+2.3%0.069%
11/14/2024Rockefeller Capital Management L.P.15,602$924K0.0%-3.2%0.043%
11/14/2024Bell Investment Advisors Inc136,645$8.10M1.5%-5.5%0.377%
11/13/2024Insight Wealth Partners LLC3,502$207K0.0%N/A0.010%
11/13/2024Patton Albertson Miller Group LLC78,868$4.67M0.6%+1.8%0.218%
11/12/2024Jim Saulnier & Associates LLC185,418$10.98M11.1%N/A0.512%
11/12/2024Cerity Partners LLC12,062$715K0.0%+20.6%0.033%
11/12/2024Kingsview Wealth Management LLC10,389$615K0.0%-6.4%0.029%
11/12/2024Nicolet Advisory Services LLC6,722$393K0.0%-22.5%0.019%
11/8/2024Bellwether Advisors LLC3,967$235K0.0%+8.0%0.011%
11/8/2024 Avior Wealth Management LLC21,145$1.25M0.0%+1.4%0.058%
11/8/2024Prospera Financial Services Inc10,013$593K0.0%+2.0%0.028%
11/7/2024Napa Wealth Management12,930$764K0.4%+3.7%0.036%
11/6/2024Cornerstone Planning Group LLC6,701$391K0.1%+23.6%0.019%
11/5/2024Aptus Capital Advisors LLC1,298$77K0.0%+308.2%0.004%
11/5/2024First Heartland Consultants Inc.4,707$279K0.0%N/A0.013%
11/5/2024Mascoma Wealth Management LLC1,309$78K0.0%-26.9%0.004%
11/5/2024Harbour Investments Inc.32,161$1.91M0.1%+7.5%0.089%
11/5/2024Northwest Wealth Management LLC40,561$2.40M0.6%-15.7%0.112%
11/4/2024Tyler Stone Wealth Management8,368$496K0.1%+98.0%0.023%
11/4/2024G2 Capital Management LLC OH5,581$331K0.1%-15.5%0.015%
11/4/2024Sigma Planning Corp16,484$977K0.0%-2.9%0.046%
11/2/2024Mesirow Financial Investment Management Inc.601,179$35.61M0.7%-1.7%1.661%
11/1/2024Assetmark Inc.304,229$18.02M0.1%+0.4%0.840%
11/1/2024Burt Wealth Advisors65,455$3.88M1.0%-0.3%0.181%
11/1/2024Strategic Family Wealth Counselors L.L.C.57,122$3.38M1.2%+4.8%0.158%
11/1/2024Philip James Wealth Mangement LLC6,673$395K0.0%-9.1%0.018%
10/31/2024Weitzel Financial Services Inc.10,699$633K0.3%+24.1%0.030%
10/31/2024Consilium Wealth Advisory LLC294,186$17.43M9.5%+2.0%0.813%
10/31/2024Concurrent Investment Advisors LLC8,692$515K0.0%+2.2%0.024%
10/30/2024RTD Financial Advisors Inc.27,508$1.63M0.2%+0.8%0.076%
10/30/2024Landmark Wealth Management LLC4,012$238K0.1%N/A0.011%
10/29/2024BSW Wealth Partners162,866$9.65M1.4%-0.5%0.450%
10/29/2024Nvwm LLC6,291$373K0.1%+13.5%0.017%
10/28/2024Lebenthal Global Advisors LLC330,501$19.58M4.0%-9.0%0.913%
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10/28/2024Focus Financial Network Inc.61,337$3.63M0.1%N/A0.169%
10/28/2024Summit Wealth Partners LLC13,555$803K0.2%+1.9%0.037%
10/28/2024Reston Wealth Management LLC2,314$137K0.0%-76.3%0.006%
10/28/2024Wealth Forward LLC103,788$6.15M4.3%+2.8%0.287%
10/25/2024Financial Advocates Investment Management4,026$239K0.0%N/A0.011%
10/25/2024WestEnd Advisors LLC43,685$2.59M0.1%+27.5%0.121%
10/25/2024 Highline Wealth Partners LLC692$41K0.0%N/A0.002%
10/25/2024Lodestar Private Asset Management LLC68,847$4.08M0.5%+1.1%0.190%
10/25/2024Strategic Blueprint LLC3,730$221K0.0%N/A0.010%
10/25/2024Worth Financial Advisory Group LLC33,481$1.98M1.2%-2.9%0.092%
(Data available from 1/1/2016 forward)

AOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOR shares?

During the previous two years, 329 institutional investors and hedge funds held shares of iShares Core Growth Allocation ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($39.12B), Wells Fargo & Company MN ($127.91M), Bank of America Corp DE ($85.80M), Global Assets Advisory LLC ($66.33M), JPMorgan Chase & Co. ($40.70M), Mesirow Financial Investment Management Inc. ($35.61M), and Aspiriant LLC ($24.47M).Learn more on AOR's institutional investors.

Which institutional investors have been buying iShares Core Growth Allocation ETF stock?

Of the 278 institutional investors that purchased iShares Core Growth Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($33.65M), Wells Fargo & Company MN ($7.43M), Raymond James & Associates ($2.47M), Global Assets Advisory LLC ($1.19M), Janney Montgomery Scott LLC ($909.88K), Mesirow Financial Investment Management Inc. ($619.55K), and WestEnd Advisors LLC ($535.54K).

How much institutional buying is happening at iShares Core Growth Allocation ETF?

Institutional investors have bought a total of 54,851,466 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.

Which iShares Core Growth Allocation ETF major shareholders have been selling company stock?

Of the 183 institutional investors that sold iShares Core Growth Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($2.02M), Aspiriant LLC ($1.40M), Janney Montgomery Scott LLC ($744.94K), WestEnd Advisors LLC ($335.93K), Bell Investment Advisors Inc ($308.45K), Richard Bernstein Advisors LLC ($281.12K), and International Assets Investment Management LLC ($241.21K).

How much institutional selling is happening at iShares Core Growth Allocation ETF?

Institutional investors have sold a total of 7,067,294 shares in the last 24 months. This volume of shares sold represents approximately $356.60M in transactions.


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This page (NYSEARCA:AOR) was last updated on 1/22/2025 by MarketBeat.com Staff
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