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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
40,452
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Added 46.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
39,284
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
37,469
shares
|
$1.43 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
36,721
shares
|
$1.4 Million
0.42% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
35,868
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
34,336
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,312
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 156.66%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,100
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2021
Added 329.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
31,958
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
31,143
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
30,935
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2025
Added 26.22%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
30,878
shares
|
$1.18 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
29,650
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,482
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
29,014
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
28,707
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
28,300
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
27,844
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
26,527
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 65.44%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
24,781
shares
|
$946,882
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
24,709
shares
|
$944,130
0.0% of portfolio
|
Q1 2025
Reduced 45.18%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
24,299
shares
|
$928,464
0.04% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
21,338
shares
|
$815,324
0.01% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
20,540
shares
|
$784,833
0.23% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
18,882
shares
|
$721,481
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|