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 167 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
459,837
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
405,007
shares
|
$15.2 Million
1.12% of portfolio
|
Q4 2022
Reduced 5.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,655
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
249,734
shares
|
$9.4 Million
2.9% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
204,827
shares
|
$7.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
191,566
shares
|
$7.21 Million
0.27% of portfolio
|
Q3 2024
Added 1405.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
167,778
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
151,665
shares
|
$5.71 Million
1.93% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
146,870
shares
|
$5.53 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
140,467
shares
|
$5.29 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
103,081
shares
|
$3.88 Million
2.4% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
93,073
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
92,961
shares
|
$3.5 Million
0.19% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
92,344
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
90,578
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
69,736
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
64,681
shares
|
$2.44 Million
2.13% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
62,537
shares
|
$2.35 Million
1.14% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
55,555
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
54,067
shares
|
$2.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
53,378
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
51,237
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.1%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
47,597
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
46,712
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
40,381
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
New holding
|