Institutional Ownership Ishares Tr Core Conservative A (AOK)
This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
470,648
shares
|
$18 Million
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
407,007
shares
|
$15.6 Million
4.35% of portfolio
|
Q1 2025
Added 62.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
405,007
shares
|
$15.5 Million
1.12% of portfolio
|
Q4 2022
Reduced 5.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,655
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
182,073
shares
|
$6.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
177,626
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
166,054
shares
|
$6.34 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
159,165
shares
|
$6.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
146,565
shares
|
$5.6 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
144,566
shares
|
$5.52 Million
1.87% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
127,224
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
119,623
shares
|
$4.57 Million
0.24% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
106,644
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.38%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
103,337
shares
|
$3.95 Million
3.24% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
89,086
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
75,885
shares
|
$2.9 Million
0.06% of portfolio
|
Q1 2025
Added 36.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,049
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
65,597
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
64,681
shares
|
$2.47 Million
2.13% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
58,079
shares
|
$2.22 Million
0.5% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
54,616
shares
|
$2.09 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
53,510
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
49,878
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
48,548
shares
|
$1.86 Million
0.92% of portfolio
|
Q1 2025
Added 33.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
44,323
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 93.43%
|