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 170 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,740
shares
|
$745,579
0.08% of portfolio
|
Q3 2024
Added 107.22%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
18,189
shares
|
$686,998
0.17% of portfolio
|
Q3 2024
Reduced 36.13%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
17,911
shares
|
$676,498
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,629
shares
|
$665,847
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
17,607
shares
|
$665,016
0.28% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
17,371
shares
|
$656,102
0.33% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
16,665
shares
|
$629,437
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
16,665
shares
|
$629,437
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,471
shares
|
$622,109
0.07% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,454
shares
|
$621,467
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
16,302
shares
|
$615,726
0.43% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
16,255
shares
|
$613,951
0.05% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
16,076
shares
|
$607,190
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,017
shares
|
$604,962
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
15,872
shares
|
$599,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
15,087
shares
|
$569,835
0.41% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,932
shares
|
$563,981
0.01% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,832
shares
|
$560,204
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,448
shares
|
$507,930
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,363
shares
|
$466,950
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,324
shares
|
$465,477
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,027
shares
|
$454,259
0.0% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
11,380
shares
|
$429,822
0.05% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
11,165
shares
|
$421,702
0.0% of portfolio
|
Q3 2024
Reduced 30.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,759
shares
|
$406,367
0.0% of portfolio
|
Q3 2024
Reduced 34.93%
|