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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
9,054
shares
|
$345,953
0.03% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
8,996
shares
|
$343,737
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,609
shares
|
$328,949
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$328,835
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
8,507
shares
|
$325,052
0.06% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,463
shares
|
$323,371
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,232
shares
|
$314,544
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,174
shares
|
$312,328
0.0% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
8,060
shares
|
$307,972
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
7,718
shares
|
$294,904
0.03% of portfolio
|
Q2 2024
Added 14.89%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
7,674
shares
|
$293,223
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
7,646
shares
|
$292,153
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,353
shares
|
$280,958
0.0% of portfolio
|
Q1 2025
Reduced 59.32%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$280,423
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,277
shares
|
$278,054
0.01% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,128
shares
|
$272,360
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,112
shares
|
$271,749
0.01% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
7,000
shares
|
$267,470
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
6,988
shares
|
$267,011
0.12% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
6,921
shares
|
$264,451
0.03% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,887
shares
|
$263,152
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
6,748
shares
|
$257,841
0.05% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
6,543
shares
|
$250,008
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
6,159
shares
|
$235,335
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
6,052
shares
|
$231,246
0.14% of portfolio
|
Q1 2025
Reduced 1.88%
|