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 166 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,963
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
35,917
shares
|
$1.34 Million
1.07% of portfolio
|
Q3 2024
Added 37.58%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
35,852
shares
|
$1.34 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
35,633
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,548
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
34,312
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,100
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2021
Added 329.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
32,607
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
30,143
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 29.87%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
29,650
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,912
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
26,838
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
26,438
shares
|
$989,045
0.0% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
25,309
shares
|
$946,809
0.02% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
24,958
shares
|
$933,678
0.1% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
24,385
shares
|
$912,242
0.3% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
24,299
shares
|
$909,025
0.04% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
23,838
shares
|
$891,779
0.0% of portfolio
|
Q3 2024
Reduced 73.96%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,800
shares
|
$890,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,805
shares
|
$853,135
0.0% of portfolio
|
Q3 2024
Reduced 54.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
22,249
shares
|
$832,335
0.13% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,819
shares
|
$816,248
0.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
20,265
shares
|
$758,113
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,740
shares
|
$738,473
0.08% of portfolio
|
Q3 2024
Added 107.22%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
18,189
shares
|
$680,450
0.17% of portfolio
|
Q3 2024
Reduced 36.13%
|