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 173 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 $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,461
shares
|
$58,805
0.01% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,425
shares
|
$57,356
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,333
shares
|
$53,653
0.0% of portfolio
|
Q3 2025
Reduced 62.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,221
shares
|
$49,145
0.01% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,216
shares
|
$48,944
0.01% of portfolio
|
Q3 2025
Reduced 35.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,213
shares
|
$48,823
0.0% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
1,195
shares
|
$48,098
0.02% of portfolio
|
Q3 2025
Reduced 34.7%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,175
shares
|
$47,293
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,005
shares
|
$40,451
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$38,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
824
shares
|
$33,166
0.0% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
814
shares
|
$32,763
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
797
shares
|
$32,079
0.0% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
774
shares
|
$31,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
737
shares
|
$29,664
0.0% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
723
shares
|
$29,100
0.0% of portfolio
|
Q3 2025
Reduced 63.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$27,772
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
662
shares
|
$26,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
635
shares
|
$25,558
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
617
shares
|
$24,834
0.01% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
601
shares
|
$24,190
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
577
shares
|
$23,224
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
575
shares
|
$23,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
551
shares
|
$22,177
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
539
shares
|
$21,694
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|