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 166 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,629
shares
|
$664,084
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
17,607
shares
|
$663,255
0.28% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
17,325
shares
|
$652,632
0.37% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
16,665
shares
|
$627,770
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
16,470
shares
|
$620,424
0.45% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,467
shares
|
$620,311
0.0% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,454
shares
|
$619,822
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
16,255
shares
|
$612,325
0.05% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
16,076
shares
|
$605,582
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
15,436
shares
|
$581,474
0.07% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
15,087
shares
|
$568,327
0.41% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,932
shares
|
$562,488
0.01% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,832
shares
|
$558,721
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$506,586
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,363
shares
|
$465,714
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,324
shares
|
$464,245
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
12,224
shares
|
$460,478
0.25% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,027
shares
|
$453,057
0.0% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
11,380
shares
|
$428,684
0.05% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
11,165
shares
|
$420,585
0.0% of portfolio
|
Q3 2024
Reduced 30.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$405,291
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,576
shares
|
$398,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
10,104
shares
|
$380,617
0.24% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
9,865
shares
|
$371,614
0.26% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,774
shares
|
$368,186
0.01% of portfolio
|
Q2 2024
Reduced 9.87%
|