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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
497,310
shares
|
$20 Million
0.01% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
405,007
shares
|
$16.3 Million
1.12% of portfolio
|
Q4 2022
Reduced 5.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,655
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
197,480
shares
|
$7.95 Million
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
156,719
shares
|
$6.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
154,612
shares
|
$6.22 Million
1.43% of portfolio
|
Q3 2025
Reduced 38.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
147,343
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
144,293
shares
|
$5.81 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
142,426
shares
|
$5.73 Million
1.61% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
102,323
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Added 43.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
101,891
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
99,239
shares
|
$3.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 35.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
86,591
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
80,231
shares
|
$3.23 Million
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
64,681
shares
|
$2.6 Million
2.13% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
61,460
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2025
Added 62.6%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
55,324
shares
|
$2.23 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
51,559
shares
|
$2.08 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
50,911
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
47,042
shares
|
$1.89 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
42,176
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
41,791
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 34.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
41,200
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
40,825
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 3168.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
40,775
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|