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 169 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $195 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
|
$44,896
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,130
shares
|
$43,177
0.01% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
989
shares
|
$37,789
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
981
shares
|
$37,484
0.0% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$36,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
904
shares
|
$34,541
0.0% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
874
shares
|
$33,395
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
826
shares
|
$31,561
0.0% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
824
shares
|
$31,485
0.0% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
732
shares
|
$27,969
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$26,364
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
682
shares
|
$26,059
0.0% of portfolio
|
Q1 2025
Reduced 82.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
662
shares
|
$25,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
646
shares
|
$24,683
0.0% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
611
shares
|
$23,346
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
601
shares
|
$22,964
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
600
shares
|
$22,926
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
575
shares
|
$21,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
565
shares
|
$21,588
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
553
shares
|
$21,130
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
551
shares
|
$21,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
471
shares
|
$17,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
446
shares
|
$17,041
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
421
shares
|
$16,086
0.0% of portfolio
|
Q1 2025
Added 68.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$15,284
0.01% of portfolio
|
Q1 2023
New holding
|