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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
347
shares
|
$13,258
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
288
shares
|
$11,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$10,584
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
194
shares
|
$7,412
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
183
shares
|
$6,992
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
155
shares
|
$5,922
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
152
shares
|
$5,807
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
132
shares
|
$5,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$4,317
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
57
shares
|
$2,177
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
52
shares
|
$1,986
0.0% of portfolio
|
Q2 2021
Added 30.0%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
38
shares
|
$1,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
28
shares
|
$1,069
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13
shares
|
$496
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2022
Reduced 99.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|