Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
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Equity / GRWT ALLOCAT ETF
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Number of holders
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225
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Total shares
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9.06M
-
Shares change
-
-1.04M
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Total reported value, excl. options
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$522M
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Value change
-
-$59.7M
-
Number of buys
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91
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Number of sells
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-108
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Price
-
$57.57
Significant Holders of ISHARES TR - GRWT ALLOCAT ETF (AOR) as of Q1 2025
246 filings reported holding AOR - ISHARES TR - GRWT ALLOCAT ETF as of Q1 2025.
ISHARES TR - GRWT ALLOCAT ETF (AOR) has 225 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.06M shares
.
Largest 10 shareholders include BlackRock, Inc. (1.73M shares), JPMORGAN CHASE & CO (679K shares), Mesirow Financial Investment Management, Inc. (603K shares), ASPIRIANT, LLC (464K shares), LPL Financial LLC (398K shares), ASSETMARK, INC (305K shares), Consilium Wealth Advisory, LLC (295K shares), Foundations Investment Advisors, LLC (262K shares), Centerline Wealth Advisors, LLC (253K shares), and JIM SAULNIER & ASSOCIATES, LLC (246K shares).
This table shows the top 225 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.