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 175 institutions that hold shares in the stock, with a total of 5.19 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
42,176
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
40,994
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,605
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
37,798
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 137.96%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
37,095
shares
|
$1.5 Million
0.59% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
36,393
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
35,956
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,656
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
34,017
shares
|
$1.37 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
33,333
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
33,320
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,100
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2021
Added 329.87%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
32,058
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
31,103
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
30,396
shares
|
$1.23 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,390
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 65.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
30,343
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
28,241
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
26,119
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
24,997
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
24,299
shares
|
$979,492
0.04% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,513
shares
|
$947,809
0.0% of portfolio
|
Q2 2025
Added 219.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
22,306
shares
|
$899,154
0.01% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
21,920
shares
|
$883,595
0.03% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
19,668
shares
|
$792,817
0.2% of portfolio
|
Q3 2025
Reduced 1.98%
|