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 175 institutions that hold shares in the stock, with a total of 5.19 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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
551
shares
|
$22,210
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
539
shares
|
$21,727
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
449
shares
|
$18,099
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$16,124
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
347
shares
|
$13,987
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
332
shares
|
$13,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
315
shares
|
$12,697
0.0% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$12,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
288
shares
|
$11,609
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$11,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
183
shares
|
$7,376
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
176
shares
|
$7,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
159
shares
|
$6,409
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
152
shares
|
$6,127
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$4,555
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
58
shares
|
$2,337
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
52
shares
|
$2,096
0.0% of portfolio
|
Q2 2021
Added 30.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
15
shares
|
$604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
13
shares
|
$524
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q3 2025
Reduced 99.37%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2
shares
|
$80
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2022
Reduced 99.73%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|