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 176 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
18,275
shares
|
$735,568
0.01% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
18,194
shares
|
$732,308
0.18% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
17,986
shares
|
$723,936
0.03% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
17,327
shares
|
$697,411
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
16,786
shares
|
$675,636
0.39% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,565
shares
|
$666,741
0.01% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
15,352
shares
|
$617,918
0.05% of portfolio
|
Q4 2025
Added 32.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
14,527
shares
|
$584,711
0.04% of portfolio
|
Q3 2025
Added 59.92%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
13,993
shares
|
$563,218
0.04% of portfolio
|
Q3 2025
Added 31.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
13,894
shares
|
$559,233
0.01% of portfolio
|
Q3 2025
Added 69.09%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$541,282
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,306
shares
|
$535,566
0.03% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
12,659
shares
|
$509,524
0.06% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
12,272
shares
|
$493,948
0.07% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
12,107
shares
|
$487,306
0.02% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
12,012
shares
|
$483,483
0.27% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,791
shares
|
$474,587
0.0% of portfolio
|
Q3 2025
Added 77.52%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
11,536
shares
|
$464,324
0.42% of portfolio
|
Q3 2025
Reduced 88.84%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
10,989
shares
|
$442,307
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,843
shares
|
$436,430
0.0% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$433,049
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,681
shares
|
$429,910
0.0% of portfolio
|
Q3 2025
Reduced 54.57%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
10,648
shares
|
$428,582
0.28% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
10,525
shares
|
$423,631
0.2% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
9,954
shares
|
$400,648
0.16% of portfolio
|
Q3 2025
Reduced 95.8%
|
|