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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,496
shares
|
$355,245
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,401
shares
|
$351,691
0.07% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
8,876
shares
|
$332,051
0.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$325,466
0.0% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$321,950
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,502
shares
|
$318,059
0.04% of portfolio
|
Q3 2024
Reduced 81.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,404
shares
|
$314,393
0.03% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,205
shares
|
$306,949
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
8,060
shares
|
$301,524
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
7,718
shares
|
$288,730
0.03% of portfolio
|
Q2 2024
Added 14.89%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
7,446
shares
|
$278,554
0.11% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,363
shares
|
$275,449
0.03% of portfolio
|
Q3 2024
Reduced 54.54%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$274,551
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,101
shares
|
$265,648
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,996
shares
|
$261,720
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,959
shares
|
$260,336
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,947
shares
|
$259,887
0.0% of portfolio
|
Q3 2024
Added 60.11%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
6,874
shares
|
$257,156
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,779
shares
|
$253,602
0.01% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
6,672
shares
|
$249,599
0.16% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
6,450
shares
|
$241,294
0.09% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
6,418
shares
|
$240,097
0.05% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,352
shares
|
$237,628
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
6,257
shares
|
$234,074
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,222
shares
|
$232,765
0.01% of portfolio
|
Q2 2024
Added 5.03%
|