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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
6,641
shares
|
$267,300
0.07% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
6,230
shares
|
$250,757
0.02% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
6,112
shares
|
$246,008
0.08% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Divergent Planning, LLC
|
Jan 12, 2026 Q4 2025 |
6,001
shares
|
$241,540
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
6,000
shares
|
$241,500
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,920
shares
|
$238,280
0.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,848
shares
|
$235,382
0.07% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,807
shares
|
$233,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,604
shares
|
$225,561
0.0% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
5,258
shares
|
$211,634
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,084
shares
|
$204,631
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
5,019
shares
|
$202,014
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,011
shares
|
$201,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,858
shares
|
$195,534
0.1% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,832
shares
|
$194,488
0.01% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,499
shares
|
$181,084
0.01% of portfolio
|
Q3 2025
Added 310.12%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,004
shares
|
$161,161
0.0% of portfolio
|
Q3 2025
Added 342.92%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
3,931
shares
|
$158,222
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,439
shares
|
$138,419
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
3,384
shares
|
$136,206
0.01% of portfolio
|
Q3 2025
Reduced 53.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,270
shares
|
$131,617
0.0% of portfolio
|
Q3 2025
Added 59.9%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,181
shares
|
$128,035
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
2,765
shares
|
$111,291
0.0% of portfolio
|
Q4 2025
Added 175.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,643
shares
|
$106,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,635
shares
|
$106,058
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|