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 172 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 $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
476
shares
|
$18,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
446
shares
|
$17,447
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
421
shares
|
$16,469
0.0% of portfolio
|
Q1 2025
Added 68.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$15,647
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
347
shares
|
$13,574
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
288
shares
|
$11,266
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$10,836
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
194
shares
|
$7,589
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
183
shares
|
$7,158
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
155
shares
|
$6,063
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
152
shares
|
$5,946
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
132
shares
|
$5,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$4,420
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
57
shares
|
$2,229
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
52
shares
|
$2,034
0.0% of portfolio
|
Q2 2021
Added 30.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
28
shares
|
$1,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13
shares
|
$508
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2022
Reduced 99.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|