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 4.76 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,524
shares
|
$57,012
0.0% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,461
shares
|
$54,656
0.01% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,425
shares
|
$53,309
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,207
shares
|
$45,153
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,175
shares
|
$43,956
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
972
shares
|
$36,362
0.0% of portfolio
|
Q3 2024
Added 97100.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
904
shares
|
$33,818
0.0% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
858
shares
|
$32,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
856
shares
|
$32,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$25,812
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
600
shares
|
$22,445
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
590
shares
|
$22,071
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
575
shares
|
$21,510
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
553
shares
|
$20,687
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
551
shares
|
$20,612
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
480
shares
|
$17,956
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
438
shares
|
$16,385
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
412
shares
|
$15,412
0.0% of portfolio
|
Q3 2024
Reduced 27.34%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$14,963
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
339
shares
|
$12,681
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
298
shares
|
$11,148
0.0% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
288
shares
|
$10,774
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$10,362
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
270
shares
|
$10,100
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
260
shares
|
$9,726
0.0% of portfolio
|
Q3 2024
New holding
|