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 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,222
shares
|
$229,654
0.01% of portfolio
|
Q2 2024
Added 5.03%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
6,068
shares
|
$223,969
0.03% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,920
shares
|
$218,507
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
5,839
shares
|
$215,517
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,779
shares
|
$213,302
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,604
shares
|
$206,843
0.0% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,517
shares
|
$203,632
0.14% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,417
shares
|
$199,941
0.01% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$193,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,868
shares
|
$142,767
0.01% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,829
shares
|
$141,328
0.0% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,825
shares
|
$141,180
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,541
shares
|
$130,698
0.0% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,478
shares
|
$128,372
0.01% of portfolio
|
Q2 2024
Reduced 13.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
3,264
shares
|
$120,474
0.0% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,123
shares
|
$115,269
0.04% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
3,035
shares
|
$112,021
0.08% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,285
shares
|
$84,339
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
2,233
shares
|
$82,420
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$73,820
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,951
shares
|
$72,011
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,795
shares
|
$66,253
0.0% of portfolio
|
Q2 2024
Added 1789.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,771
shares
|
$65,367
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,692
shares
|
$62,451
0.01% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,661
shares
|
$61,307
0.0% of portfolio
|
Q3 2024
Reduced 13.8%
|