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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
602
shares
|
$22,839
0.0% of portfolio
|
Q4 2024
Reduced 84.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
600
shares
|
$22,764
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
592
shares
|
$22,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
590
shares
|
$22,384
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
577
shares
|
$21,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
553
shares
|
$20,980
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
551
shares
|
$20,904
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
524
shares
|
$19,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
491
shares
|
$18,628
0.0% of portfolio
|
Q4 2024
Reduced 42.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
473
shares
|
$17,945
0.0% of portfolio
|
Q4 2024
Reduced 98.1%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
444
shares
|
$16,845
0.01% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$15,176
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
394
shares
|
$14,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
347
shares
|
$13,165
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
315
shares
|
$11,951
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
288
shares
|
$10,926
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$10,509
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$9,485
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
194
shares
|
$7,360
0.0% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
193
shares
|
$7,322
0.0% of portfolio
|
Q3 2024
Reduced 47.55%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
182
shares
|
$6,905
0.0% of portfolio
|
Q3 2024
Added 37.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
155
shares
|
$5,880
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
152
shares
|
$5,766
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$4,287
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
57
shares
|
$2,162
0.0% of portfolio
|
Q4 2024
Added 1.79%
|