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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,576
shares
|
$399,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
10,444
shares
|
$394,469
0.21% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
10,104
shares
|
$381,628
0.24% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,880
shares
|
$373,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
9,865
shares
|
$372,601
0.26% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,774
shares
|
$369,163
0.01% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,688
shares
|
$365,915
0.04% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
9,433
shares
|
$356,284
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,401
shares
|
$355,075
0.07% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
8,989
shares
|
$339,514
0.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$328,599
0.0% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
8,606
shares
|
$325,048
0.03% of portfolio
|
Q4 2023
Added 18.72%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,502
shares
|
$321,120
0.04% of portfolio
|
Q3 2024
Reduced 81.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,404
shares
|
$317,419
0.03% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
8,220
shares
|
$310,469
0.07% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,205
shares
|
$309,902
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
8,060
shares
|
$304,426
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,845
shares
|
$296,305
0.01% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
7,718
shares
|
$291,508
0.03% of portfolio
|
Q2 2024
Added 14.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,640
shares
|
$288,562
0.1% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$277,194
0.09% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,101
shares
|
$268,204
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,996
shares
|
$264,238
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,959
shares
|
$262,841
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,947
shares
|
$262,388
0.0% of portfolio
|
Q3 2024
Added 60.11%
|