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 173 institutions that hold shares in the stock, with a total of 4.55 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
6,000
shares
|
$241,500
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,920
shares
|
$238,280
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,848
shares
|
$235,382
0.07% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,807
shares
|
$233,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,691
shares
|
$229,062
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,604
shares
|
$225,561
0.0% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
5,258
shares
|
$211,634
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,084
shares
|
$204,631
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
5,019
shares
|
$202,014
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,011
shares
|
$201,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,858
shares
|
$195,534
0.1% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,832
shares
|
$194,488
0.01% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,499
shares
|
$181,084
0.01% of portfolio
|
Q3 2025
Added 310.12%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,004
shares
|
$161,161
0.0% of portfolio
|
Q3 2025
Added 342.92%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,439
shares
|
$138,419
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
3,384
shares
|
$136,206
0.01% of portfolio
|
Q3 2025
Reduced 53.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,270
shares
|
$131,617
0.0% of portfolio
|
Q3 2025
Added 59.9%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,181
shares
|
$128,035
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,643
shares
|
$106,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,635
shares
|
$106,058
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,355
shares
|
$94,788
0.0% of portfolio
|
Q3 2025
Added 36.68%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,250
shares
|
$90,562
0.01% of portfolio
|
Q4 2019
Added 9.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,174
shares
|
$87,503
0.0% of portfolio
|
Q3 2025
Added 38.12%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$80,500
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,847
shares
|
$74,341
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|