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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,587
shares
|
$386,451
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
9,401
shares
|
$378,954
0.06% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
9,199
shares
|
$370,811
0.04% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,084
shares
|
$366,176
0.03% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,689
shares
|
$350,253
0.12% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$346,907
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,582
shares
|
$345,940
0.06% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,463
shares
|
$341,143
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,427
shares
|
$339,692
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
8,217
shares
|
$331,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,169
shares
|
$329,292
0.0% of portfolio
|
Q2 2025
Added 44.58%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
8,060
shares
|
$324,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
7,960
shares
|
$320,867
0.08% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,912
shares
|
$318,932
0.01% of portfolio
|
Q2 2025
Reduced 70.17%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$295,835
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,325
shares
|
$295,270
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
7,229
shares
|
$291,400
0.08% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
7,212
shares
|
$290,715
0.03% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
7,195
shares
|
$290,030
0.02% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,164
shares
|
$288,780
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,112
shares
|
$286,684
0.01% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$282,170
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
6,988
shares
|
$281,686
0.09% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,887
shares
|
$277,614
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
6,748
shares
|
$272,011
0.05% of portfolio
|
Q1 2025
Reduced 1.83%
|