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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,175
shares
|
$45,966
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,130
shares
|
$44,205
0.01% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,097
shares
|
$42,914
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
997
shares
|
$39,002
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$37,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
912
shares
|
$35,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
904
shares
|
$35,364
0.0% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
874
shares
|
$34,190
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
846
shares
|
$33,095
0.0% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
826
shares
|
$32,313
0.0% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
824
shares
|
$32,234
0.0% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
743
shares
|
$29,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
732
shares
|
$28,635
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$26,992
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
682
shares
|
$26,679
0.0% of portfolio
|
Q1 2025
Reduced 82.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
662
shares
|
$25,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
646
shares
|
$25,271
0.0% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
611
shares
|
$23,902
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
601
shares
|
$23,511
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
600
shares
|
$23,472
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
575
shares
|
$22,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
574
shares
|
$22,454
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
553
shares
|
$21,633
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
551
shares
|
$21,555
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
508
shares
|
$19,872
0.0% of portfolio
|
Q2 2025
Added 7.86%
|