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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,821
shares
|
$410,548
0.04% of portfolio
|
Q4 2024
Reduced 45.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$408,196
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
10,444
shares
|
$396,245
0.21% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,200
shares
|
$386,988
0.0% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
10,104
shares
|
$383,345
0.22% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,880
shares
|
$374,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,777
shares
|
$370,939
0.0% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,774
shares
|
$370,825
0.01% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,688
shares
|
$367,562
0.04% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9,481
shares
|
$359,709
0.03% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
9,433
shares
|
$357,888
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,401
shares
|
$356,673
0.05% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
8,989
shares
|
$341,042
0.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$326,511
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,487
shares
|
$321,996
0.0% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
8,463
shares
|
$321,086
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
8,220
shares
|
$311,866
0.07% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
8,060
shares
|
$305,796
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,845
shares
|
$297,639
0.01% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
7,718
shares
|
$292,820
0.03% of portfolio
|
Q2 2024
Added 14.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,640
shares
|
$289,861
0.1% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
7,551
shares
|
$286,484
0.04% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,467
shares
|
$283,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$278,441
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
7,105
shares
|
$269,563
0.02% of portfolio
|
Q4 2024
Added 0.06%
|