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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
6,577
shares
|
$265,118
0.1% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
6,230
shares
|
$251,131
0.02% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,920
shares
|
$238,635
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
5,877
shares
|
$236,901
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,848
shares
|
$235,732
0.07% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,694
shares
|
$229,525
0.0% of portfolio
|
Q2 2025
Reduced 53.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,604
shares
|
$225,897
0.0% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
5,438
shares
|
$219,205
0.12% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,418
shares
|
$218,399
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
5,258
shares
|
$211,949
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
5,019
shares
|
$202,315
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,004
shares
|
$161,401
0.0% of portfolio
|
Q3 2025
Added 342.92%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,587
shares
|
$144,591
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,541
shares
|
$142,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,181
shares
|
$128,226
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,643
shares
|
$106,539
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,635
shares
|
$106,216
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,344
shares
|
$94,486
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,250
shares
|
$90,697
0.01% of portfolio
|
Q4 2019
Added 9.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$82,433
0.0% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,001
shares
|
$80,660
0.0% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$80,620
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,873
shares
|
$75,500
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,830
shares
|
$73,767
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,814
shares
|
$73,122
0.0% of portfolio
|
Q1 2025
Added 0.44%
|