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 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
618,407
shares
|
$23.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
495,555
shares
|
$18.7 Million
0.04% of portfolio
|
Q4 2024
Added 828.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
454,491
shares
|
$17.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
407,007
shares
|
$15.3 Million
4.35% of portfolio
|
Q1 2025
Added 62.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
405,007
shares
|
$15.3 Million
1.12% of portfolio
|
Q4 2022
Reduced 5.3%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
347,277
shares
|
$13.1 Million
6.03% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,655
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
312,275
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 86.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
248,094
shares
|
$9.36 Million
0.0% of portfolio
|
Q4 2024
Added 166.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
219,351
shares
|
$8.27 Million
0.0% of portfolio
|
Q4 2024
Added 142.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
191,097
shares
|
$7.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
166,054
shares
|
$6.26 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
159,165
shares
|
$6 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
147,549
shares
|
$5.56 Million
0.0% of portfolio
|
Q4 2024
Added 215.87%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
146,565
shares
|
$5.53 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
144,566
shares
|
$5.45 Million
1.87% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
103,337
shares
|
$3.9 Million
3.24% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
98,512
shares
|
$3.71 Million
0.19% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
89,086
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
76,748
shares
|
$2.89 Million
0.1% of portfolio
|
Q4 2024
Reduced 59.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
72,324
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
64,681
shares
|
$2.44 Million
2.13% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
58,079
shares
|
$2.19 Million
0.5% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
55,555
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
48,548
shares
|
$1.83 Million
0.92% of portfolio
|
Q1 2025
Added 33.44%
|