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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,482
shares
|
$890,907
0.05% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
23,132
shares
|
$877,628
0.0% of portfolio
|
Q4 2024
Added 1417.85%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
22,636
shares
|
$858,809
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
21,089
shares
|
$800,116
0.23% of portfolio
|
Q4 2024
Reduced 13.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
19,367
shares
|
$734,783
0.01% of portfolio
|
Q4 2024
Added 29.7%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
18,495
shares
|
$701,700
0.01% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,073
shares
|
$685,689
0.0% of portfolio
|
Q4 2024
Reduced 20.75%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,057
shares
|
$685,082
0.0% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
17,952
shares
|
$681,098
0.28% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
17,911
shares
|
$679,543
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,629
shares
|
$668,844
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
17,371
shares
|
$659,055
0.33% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
16,665
shares
|
$632,270
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,471
shares
|
$624,909
0.07% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
16,302
shares
|
$618,497
0.43% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
16,189
shares
|
$614,210
0.05% of portfolio
|
Q4 2024
Reduced 46.29%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,017
shares
|
$607,684
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
15,964
shares
|
$605,674
0.05% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
15,872
shares
|
$602,183
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,319
shares
|
$543,262
0.01% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
13,960
shares
|
$529,642
0.36% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$510,217
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,979
shares
|
$492,423
0.0% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
11,380
shares
|
$431,757
0.05% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
10,989
shares
|
$416,922
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|