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 171 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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,629
shares
|
$688,059
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
17,540
shares
|
$684,586
0.47% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
16,780
shares
|
$654,923
0.32% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
16,537
shares
|
$645,439
0.01% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,884
shares
|
$619,952
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,122
shares
|
$590,211
0.01% of portfolio
|
Q1 2025
Added 143.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
14,586
shares
|
$569,291
0.04% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
14,084
shares
|
$549,698
0.27% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,635
shares
|
$532,174
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$524,875
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
13,413
shares
|
$523,509
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
12,914
shares
|
$504,033
0.01% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
12,779
shares
|
$498,764
0.32% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
12,337
shares
|
$481,513
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,779
shares
|
$459,734
0.04% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
11,380
shares
|
$444,161
0.05% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
11,003
shares
|
$429,447
0.1% of portfolio
|
Q1 2025
Added 33.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
10,989
shares
|
$428,900
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$419,923
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,272
shares
|
$400,916
0.14% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
10,104
shares
|
$394,359
0.23% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,721
shares
|
$379,410
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
9,641
shares
|
$376,288
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
9,401
shares
|
$366,921
0.06% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
9,099
shares
|
$355,133
0.05% of portfolio
|
Q2 2025
Added 1.14%
|