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 174 institutions that hold shares in the stock, with a total of 5.24 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
450,750
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
405,007
shares
|
$15.9 Million
1.12% of portfolio
|
Q4 2022
Reduced 5.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,655
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
252,063
shares
|
$9.89 Million
2.52% of portfolio
|
Q2 2025
Reduced 38.07%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
237,005
shares
|
$9.3 Million
3.71% of portfolio
|
Q2 2025
New holding
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
219,617
shares
|
$8.62 Million
4.36% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
195,538
shares
|
$7.67 Million
0.0% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
166,139
shares
|
$6.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
156,933
shares
|
$6.16 Million
0.0% of portfolio
|
Q2 2025
Added 254.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
154,771
shares
|
$6.07 Million
0.33% of portfolio
|
Q2 2025
Added 183.38%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
146,565
shares
|
$5.75 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
141,643
shares
|
$5.56 Million
1.73% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
129,621
shares
|
$5.09 Million
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
123,074
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
103,337
shares
|
$4.05 Million
3.24% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
82,169
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
79,438
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
78,259
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 46.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
71,090
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
64,681
shares
|
$2.54 Million
2.13% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
55,324
shares
|
$2.17 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
50,155
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
49,878
shares
|
$1.96 Million
0.09% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
49,517
shares
|
$1.94 Million
0.52% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
44,751
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.78%
|