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 179 institutions that hold shares in the stock, with a total of 7.46 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
47,597
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
45,071
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 265.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
43,544
shares
|
$1.65 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
41,898
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
38,503
shares
|
$1.46 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
37,853
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
36,722
shares
|
$1.39 Million
1.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
36,381
shares
|
$1.38 Million
0.66% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
35,817
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
34,909
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,141
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
33,100
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2021
Added 329.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
32,198
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 35.07%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
31,150
shares
|
$1.18 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
29,650
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
29,249
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2024
Added 60.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,374
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
27,704
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
27,481
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
25,905
shares
|
$982,835
0.02% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
24,508
shares
|
$929,833
0.14% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
24,299
shares
|
$921,904
0.04% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
24,279
shares
|
$921,145
0.0% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
23,582
shares
|
$894,701
0.01% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,571
shares
|
$894,283
0.0% of portfolio
|
Q4 2024
New holding
|