ISHARES TR AOR
GRWT ALLOCAT ETF · ETP · CUSIP 464289867
258
institutional holders
15.6m
shares reported held*
$689.9mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($378.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.31. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).
Biggest calls
| Paladin Advisory Group, LLC | — | $017 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| ASPIRIANT, LLC 3.82% of their portfolio | 1.7m $78.1m | — |
| BlackRock Inc. 0.00% of their portfolio | 1.5m $68.9m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $58.0m | — |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 4.10% of their portfolio | 1.2m $52.5m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.1m $51.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 591.6k $26.5m | — |
| Bell Investment Advisors, Inc 6.18% of their portfolio | 444.3k $19.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 404.7k $18.1m | — |
| Strategic Wealth Partners Group, LLC 4.04% of their portfolio | 387.3k $17.3m | — |
| ASSETMARK, INC 0.07% of their portfolio | 337.5k $15.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 329.8k $14.8m | — |
| LPL Financial LLC 0.01% of their portfolio | 274.2k $12.3m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 233.8k $10.5m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 215.5k $9.7m | — |
| Kestra Advisory Services, LLC 0.10% of their portfolio | 200.0k $9.0m | — |
| Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio | 188.7k $8.4m | — |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 175.0k $181.0k | — |
| UBS Group AG 0.00% of their portfolio | 170.6k $7.6m | — |
| WestEnd Advisors, LLC 0.25% of their portfolio | 164.4k $7.4m | — |
| Consilium Wealth Advisory, LLC 7.67% of their portfolio | 153.7k $6.9m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 145.9k $6.5m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 140.6k $6.3m | — |
| American Portfolios Advisors 0.26% of their portfolio | 138.8k $6.2m | — |
| Aveo Capital Partners, LLC 1.05% of their portfolio | 136.5k $6.1m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 121.4k $5.4m | — |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 120.3k $5.4m | — |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 105.4k $4.7m | — |
| TRUE Private Wealth Advisors 0.71% of their portfolio | 105.1k $4.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 100.7k $4.5m | — |
| BROWN ADVISORY INC 0.01% of their portfolio | 93.1k $4.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 92.8k $4.2m | — |
| Weaver Consulting Group 2.34% of their portfolio | 90.9k $4.1m | — |
| MARINO, STRAM & ASSOCIATES LLC 1.37% of their portfolio | 85.1k $3.8m | — |
| LBMC INVESTMENT ADVISORS, LLC 0.43% of their portfolio | 83.5k $3.7m | — |
| Patton Albertson Miller Group, LLC 0.76% of their portfolio | 78.7k $3.5m | — |
| Waverly Advisors, LLC 0.23% of their portfolio | 73.5k $3.3m | — |
| Fort Henry Capital, LLC 3.05% of their portfolio | 69.9k $3.1m | — |
| SAGE FINANCIAL GROUP INC 0.41% of their portfolio | 67.6k $3.0m | — |
| RTD Financial Advisors, Inc. 0.49% of their portfolio | 59.5k $2.7m | — |
| NORTHWEST WEALTH MANAGEMENT, LLC 1.17% of their portfolio | 59.0k $2.6m | — |
| VIEWPOINT INVESTMENT PARTNERS CORP 3.07% of their portfolio | 57.6k $2.6m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 56.8k $2.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 56.4k $2.5m | — |
| Annex Advisory Services, LLC 0.16% of their portfolio | 51.6k $2.3m | — |
| Visionary Wealth Advisors 0.23% of their portfolio | 50.3k $2.3m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 50.2k $2.2m | — |
| StrategIQ Financial Group, LLC 0.27% of their portfolio | 48.2k $2.2m | — |
| First Ascent Asset Management, LLC 0.41% of their portfolio | 47.1k $2.1m | — |
| Strategic Family Wealth Counselors, L.L.C. 1.03% of their portfolio | 46.9k $2.1m | — |
| Ellenbecker Investment Group 0.64% of their portfolio | 45.3k $2.0m | — |
| Brookstone Capital Management 0.05% of their portfolio | 44.5k $2.0m | — |
| CAHILL FINANCIAL ADVISORS INC 0.42% of their portfolio | 44.2k $2.0m | — |
| WADE G W & INC 0.09% of their portfolio | 41.7k $1.9m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 41.0k $1.8m | — |
| Polaris Wealth Advisory Group, LLC 0.14% of their portfolio | 37.1k $1.7m | — |
| Integrity Financial Corp /WA 1.72% of their portfolio | 36.4k $1.6m | — |
| Integrated Advisors Network LLC 0.10% of their portfolio | 33.9k $1.5m | — |
| Atria Investments, Inc 0.03% of their portfolio | 32.7k $1.5m | — |
| Kovack Advisors, Inc. 0.20% of their portfolio | 30.6k $1.4m | — |
| AE Wealth Management LLC 0.01% of their portfolio | 29.4k $1.3m | — |
| Northstar Group, Inc. 0.39% of their portfolio | 29.4k $1.3m | — |
| Stratos Wealth Partners, LTD. 0.03% of their portfolio | 27.8k $1.2m | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 27.2k $1.2m | — |
| CAPITAL INSIGHT PARTNERS, LLC 0.32% of their portfolio | 26.3k $1.2m | — |
| Harbor Group, Inc. 0.83% of their portfolio | 25.6k $1.1m | — |
| Legacy Financial Group LLC 0.38% of their portfolio | 25.2k $1.1m | — |
| INVESTMENT PARTNERS, LTD. 0.32% of their portfolio | 23.7k $1.1m | — |
| CAHABA WEALTH MANAGEMENT, INC. 0.14% of their portfolio | 23.1k $1.0m | — |
| Pacific Capital Wealth Advisors, Inc. 0.28% of their portfolio | 22.6k $1.0m | — |
| PFG Advisors 0.12% of their portfolio | 22.5k $1.0m | — |
| AdvisorNet Financial, Inc 0.10% of their portfolio | 21.8k $974.0k | — |
| SimpliFi, Inc. 0.50% of their portfolio | 21.6k $968.0k | — |
| Verus Financial Partners, Inc. 0.14% of their portfolio | 20.6k $933.0k | — |
| Mutual Advisors, LLC 0.04% of their portfolio | 19.3k $863.0k | — |
| Tempus Wealth Planning, LLC 0.56% of their portfolio | 18.9k $844.0k | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.04% of their portfolio | 18.7k $838.0k | — |
| Relative Value Partners Group, LLC 0.07% of their portfolio | 18.7k $837.0k | — |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 18.6k $831.0k | — |
| Western Wealth Management, LLC 0.05% of their portfolio | 18.4k $825.0k | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.10% of their portfolio | 18.2k $815.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 18.0k $808.0k | — |
| HARRELL INVESTMENT PARTNERS, LLC 0.34% of their portfolio | 18.0k $807.0k | — |
| Allworth Financial LP 0.01% of their portfolio | 17.6k $789.0k | — |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 17.6k $788.0k | — |
| PCG Wealth Advisors, LLC 0.28% of their portfolio | 17.4k $780.0k | — |
| Cardinal Point Wealth Management Partners, LLC 0.37% of their portfolio | 17.3k $779.0k | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 17.3k $773.0k | — |
| HARBOUR INVESTMENTS, INC. 0.06% of their portfolio | 17.0k $817.0k | — |
| NICOLET ADVISORY SERVICES, LLC 0.12% of their portfolio | 16.8k $753.0k | — |
| Burt Wealth Advisors 0.30% of their portfolio | 16.8k $752.0k | — |
| TrinityPoint Wealth, LLC 0.17% of their portfolio | 16.3k $732.0k | — |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 16.2k $727.1k | — |
| OXFORD FINANCIAL GROUP, LTD. LLC 0.11% of their portfolio | 16.1k $723.0k | — |
| Trilogy Capital Inc. 0.06% of their portfolio | 16.0k $715.0k | — |
| Dynamic Advisor Solutions LLC 0.05% of their portfolio | 15.7k $705.0k | — |
| Archford Capital Strategies, LLC 0.18% of their portfolio | 15.4k $690.0k | — |
| McKinley Carter Wealth Services, Inc. 0.06% of their portfolio | 15.3k $686.0k | — |
| G2 CAPITAL MANAGEMENT, LLC / OH 0.32% of their portfolio | 15.2k $682.0k | — |
| Morton Brown Family Wealth, LLC 0.53% of their portfolio | 14.9k $668.0k | — |
| Professional Financial Advisors, LLC 0.41% of their portfolio | 14.9k $666.0k | — |