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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,097
shares
|
$42,837
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
997
shares
|
$38,932
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$37,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
912
shares
|
$35,613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
904
shares
|
$35,301
0.0% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
874
shares
|
$34,129
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
846
shares
|
$33,036
0.0% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
826
shares
|
$32,255
0.0% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
824
shares
|
$32,177
0.0% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
743
shares
|
$29,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
732
shares
|
$28,584
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$26,944
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
682
shares
|
$26,632
0.0% of portfolio
|
Q1 2025
Reduced 82.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
662
shares
|
$25,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
646
shares
|
$25,226
0.0% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
611
shares
|
$23,859
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
601
shares
|
$23,469
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
600
shares
|
$23,430
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
575
shares
|
$22,453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
565
shares
|
$22,063
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
553
shares
|
$21,594
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
551
shares
|
$21,516
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
508
shares
|
$19,837
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
446
shares
|
$17,416
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
421
shares
|
$16,440
0.0% of portfolio
|
Q1 2025
Added 68.4%
|