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 180 institutions that hold shares in the stock, with a total of 7.48 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
7,105
shares
|
$267,361
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
7,041
shares
|
$264,952
0.15% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,973
shares
|
$262,393
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
6,876
shares
|
$258,743
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
6,874
shares
|
$258,668
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,833
shares
|
$257,125
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
6,523
shares
|
$245,460
0.08% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
6,463
shares
|
$243,202
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,399
shares
|
$240,794
0.01% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,222
shares
|
$234,133
0.01% of portfolio
|
Q2 2024
Added 5.03%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
6,168
shares
|
$232,101
0.14% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
6,096
shares
|
$229,392
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,920
shares
|
$222,769
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,824
shares
|
$219,157
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
5,667
shares
|
$213,249
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,604
shares
|
$210,878
0.0% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,430
shares
|
$204,330
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,201
shares
|
$158,083
0.0% of portfolio
|
Q4 2024
Added 28.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,829
shares
|
$144,085
0.0% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,498
shares
|
$131,629
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
3,464
shares
|
$130,350
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
3,147
shares
|
$118,421
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,735
shares
|
$102,918
0.07% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,318
shares
|
$87,226
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,233
shares
|
$84,027
0.04% of portfolio
|
Q4 2022
New holding
|