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 172 institutions that hold shares in the stock, with a total of 4.55 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
39,969
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 59.9%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
37,095
shares
|
$1.49 Million
0.59% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
35,507
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
35,200
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
34,769
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,656
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
34,029
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
33,863
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
33,333
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
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
|
Nov 06, 2025 Q3 2025 |
32,308
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
31,690
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
30,499
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 65.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
30,038
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
29,616
shares
|
$1.19 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
28,614
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
26,119
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
24,299
shares
|
$978,034
0.04% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
22,549
shares
|
$907,597
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
22,519
shares
|
$906,389
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,995
shares
|
$845,048
0.01% of portfolio
|
Q3 2025
Added 2212.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,555
shares
|
$746,838
0.02% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
18,357
shares
|
$738,869
0.31% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
18,275
shares
|
$735,568
0.01% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
18,194
shares
|
$732,308
0.18% of portfolio
|
Q4 2025
Reduced 7.49%
|
|