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 169 institutions that hold shares in the stock, with a total of 4.53 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$336,064
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,582
shares
|
$335,127
0.06% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,463
shares
|
$330,480
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,232
shares
|
$321,459
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,174
shares
|
$319,194
0.0% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
8,060
shares
|
$314,743
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
7,718
shares
|
$301,387
0.03% of portfolio
|
Q2 2024
Added 14.89%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
7,674
shares
|
$299,669
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,353
shares
|
$287,134
0.0% of portfolio
|
Q1 2025
Reduced 59.32%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$286,587
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,277
shares
|
$284,166
0.01% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
7,229
shares
|
$282,292
0.08% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,128
shares
|
$278,348
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,112
shares
|
$277,723
0.01% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
7,000
shares
|
$273,350
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
6,988
shares
|
$272,881
0.12% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
6,921
shares
|
$270,265
0.03% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,887
shares
|
$268,937
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
6,748
shares
|
$263,509
0.05% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
6,543
shares
|
$255,504
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
6,189
shares
|
$241,680
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
6,052
shares
|
$236,330
0.14% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,920
shares
|
$231,175
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
5,833
shares
|
$227,778
0.01% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,767
shares
|
$225,201
0.02% of portfolio
|
Q1 2025
New holding
|