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 172 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 $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
5,833
shares
|
$228,186
0.01% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,767
shares
|
$225,605
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,694
shares
|
$222,749
0.0% of portfolio
|
Q2 2025
Reduced 53.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,650
shares
|
$221,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,604
shares
|
$219,228
0.0% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,398
shares
|
$211,169
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,214
shares
|
$164,851
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,510
shares
|
$137,311
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,163
shares
|
$123,736
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,635
shares
|
$103,081
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,328
shares
|
$91,071
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
2,233
shares
|
$87,354
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
2,101
shares
|
$82,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$78,240
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,890
shares
|
$73,936
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,830
shares
|
$71,589
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,814
shares
|
$70,963
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,795
shares
|
$70,220
0.0% of portfolio
|
Q2 2024
Added 1789.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,741
shares
|
$68,107
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,617
shares
|
$63,257
0.0% of portfolio
|
Q1 2025
Reduced 76.81%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,594
shares
|
$62,357
0.0% of portfolio
|
Q1 2025
Reduced 93.11%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,592
shares
|
$62,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,461
shares
|
$57,154
0.01% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,425
shares
|
$55,745
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,249
shares
|
$48,860
0.0% of portfolio
|
Q1 2025
Reduced 14.51%
|