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 |
|---|---|---|---|---|---|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
577
shares
|
$23,224
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
575
shares
|
$23,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
551
shares
|
$22,177
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
539
shares
|
$21,694
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
503
shares
|
$20,245
0.0% of portfolio
|
Q3 2025
Reduced 97.13%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
475
shares
|
$19,118
0.0% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
453
shares
|
$18,233
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
444
shares
|
$17,871
0.01% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$16,100
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
369
shares
|
$14,852
0.0% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
347
shares
|
$13,966
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$12,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
288
shares
|
$11,592
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$11,149
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
196
shares
|
$7,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
183
shares
|
$7,365
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
176
shares
|
$7,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
159
shares
|
$6,399
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
156
shares
|
$6,279
0.0% of portfolio
|
Q4 2025
Added 2.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$4,548
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
58
shares
|
$2,334
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
52
shares
|
$2,093
0.0% of portfolio
|
Q2 2021
Added 30.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15
shares
|
$603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q3 2025
Reduced 99.37%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2022
Reduced 99.73%
|
|