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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
9,730
shares
|
$391,632
0.0% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,587
shares
|
$385,876
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
9,401
shares
|
$378,390
0.05% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
9,199
shares
|
$370,259
0.04% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,689
shares
|
$349,732
0.12% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$346,391
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
8,531
shares
|
$343,372
0.06% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,207
shares
|
$330,331
0.0% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,169
shares
|
$328,802
0.0% of portfolio
|
Q2 2025
Added 44.58%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
8,060
shares
|
$324,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,031
shares
|
$323,247
0.0% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
8,020
shares
|
$322,805
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,011
shares
|
$322,442
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
7,713
shares
|
$310,448
0.14% of portfolio
|
Q3 2025
Added 31.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,620
shares
|
$306,705
0.0% of portfolio
|
Q3 2025
Reduced 95.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,347
shares
|
$295,716
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$295,394
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,243
shares
|
$291,530
0.02% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
7,195
shares
|
$289,598
0.02% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
7,112
shares
|
$286,258
0.01% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
7,103
shares
|
$285,895
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
6,986
shares
|
$281,186
0.08% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,887
shares
|
$277,201
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
6,776
shares
|
$272,734
0.0% of portfolio
|
Q4 2025
Added 19.07%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
6,748
shares
|
$271,607
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|