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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,723
shares
|
$69,454
0.0% of portfolio
|
Q2 2025
Added 108.6%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,619
shares
|
$65,261
0.0% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,574
shares
|
$63,447
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,461
shares
|
$58,892
0.01% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,425
shares
|
$57,441
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,249
shares
|
$50,347
0.0% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,175
shares
|
$47,364
0.01% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,175
shares
|
$47,364
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,097
shares
|
$44,220
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,005
shares
|
$40,511
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$38,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
908
shares
|
$36,601
0.0% of portfolio
|
Q2 2025
Added 33.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
839
shares
|
$33,820
0.0% of portfolio
|
Q2 2025
Reduced 80.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
824
shares
|
$33,215
0.0% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
797
shares
|
$32,127
0.0% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
737
shares
|
$29,708
0.0% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$27,813
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
662
shares
|
$26,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
650
shares
|
$26,201
0.0% of portfolio
|
Q2 2025
Added 54.39%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
646
shares
|
$26,040
0.0% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
617
shares
|
$24,871
0.01% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
601
shares
|
$24,226
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
575
shares
|
$23,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
574
shares
|
$23,137
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
561
shares
|
$22,613
0.0% of portfolio
|
Q2 2025
Reduced 6.5%
|