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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,076
shares
|
$78,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$75,880
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,923
shares
|
$72,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,882
shares
|
$71,403
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,806
shares
|
$68,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,797
shares
|
$68,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,795
shares
|
$68,102
0.0% of portfolio
|
Q2 2024
Added 1789.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,654
shares
|
$62,752
0.0% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,575
shares
|
$59,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,525
shares
|
$57,858
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,461
shares
|
$55,430
0.0% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,461
shares
|
$55,430
0.01% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,425
shares
|
$54,064
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,256
shares
|
$47,652
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,175
shares
|
$44,579
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
985
shares
|
$37,370
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$36,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
904
shares
|
$34,297
0.0% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
871
shares
|
$33,045
0.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
783
shares
|
$29,707
0.0% of portfolio
|
Q4 2024
Reduced 53.72%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
752
shares
|
$28,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
732
shares
|
$27,772
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$26,178
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
662
shares
|
$25,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
642
shares
|
$24,357
0.0% of portfolio
|
Q4 2024
Added 535.64%
|