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 176 institutions that hold shares in the stock, with a total of 5.2 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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,555
shares
|
$747,952
0.02% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,401
shares
|
$741,744
0.0% of portfolio
|
Q2 2025
Added 123.53%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
18,126
shares
|
$730,659
0.31% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
17,660
shares
|
$711,874
0.0% of portfolio
|
Q2 2025
Reduced 44.74%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
17,556
shares
|
$707,682
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
17,252
shares
|
$695,428
0.45% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
16,537
shares
|
$666,606
0.01% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,669
shares
|
$631,617
0.01% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
15,421
shares
|
$621,620
0.12% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
14,632
shares
|
$589,815
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
13,583
shares
|
$547,530
0.04% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$542,088
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,115
shares
|
$528,665
0.01% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,004
shares
|
$524,191
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
12,442
shares
|
$501,537
0.29% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
12,337
shares
|
$497,304
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
11,606
shares
|
$467,837
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
11,380
shares
|
$458,727
0.06% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
10,989
shares
|
$442,966
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$433,695
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,697
shares
|
$431,196
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
10,664
shares
|
$429,865
0.03% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
10,472
shares
|
$422,126
0.21% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
10,313
shares
|
$415,717
0.14% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
9,641
shares
|
$388,628
0.26% of portfolio
|
Q2 2025
New holding
|