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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
18,323
shares
|
$700,121
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,312
shares
|
$699,701
0.0% of portfolio
|
Q1 2025
Reduced 87.59%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,629
shares
|
$673,604
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
17,540
shares
|
$670,203
0.47% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
16,780
shares
|
$641,163
0.32% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
16,537
shares
|
$631,878
0.01% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,884
shares
|
$606,927
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,122
shares
|
$577,811
0.01% of portfolio
|
Q1 2025
Added 143.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
14,586
shares
|
$557,331
0.04% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
14,084
shares
|
$538,149
0.27% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,635
shares
|
$520,993
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$513,848
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
13,413
shares
|
$512,510
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
12,914
shares
|
$493,443
0.01% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
12,779
shares
|
$488,285
0.32% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
12,149
shares
|
$464,213
0.0% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
11,380
shares
|
$434,829
0.05% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
11,003
shares
|
$420,424
0.1% of portfolio
|
Q1 2025
Added 33.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
10,989
shares
|
$419,889
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$411,101
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,272
shares
|
$392,493
0.14% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
10,104
shares
|
$386,073
0.23% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,721
shares
|
$371,439
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
9,690
shares
|
$370,254
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
9,401
shares
|
$359,212
0.06% of portfolio
|
Q3 2024
Added 45.3%
|