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 175 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$81,060
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,873
shares
|
$75,912
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,847
shares
|
$74,858
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,619
shares
|
$65,618
0.0% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,461
shares
|
$59,214
0.01% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,425
shares
|
$57,755
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,333
shares
|
$54,026
0.0% of portfolio
|
Q3 2025
Reduced 62.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,221
shares
|
$49,487
0.01% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,213
shares
|
$49,162
0.0% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
1,195
shares
|
$48,433
0.02% of portfolio
|
Q3 2025
Reduced 34.7%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,175
shares
|
$47,622
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,005
shares
|
$40,732
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
952
shares
|
$38,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
824
shares
|
$33,396
0.0% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
814
shares
|
$32,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
797
shares
|
$32,302
0.0% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
737
shares
|
$29,870
0.0% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
690
shares
|
$27,965
0.0% of portfolio
|
Q2 2020
Reduced 12.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
662
shares
|
$26,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
650
shares
|
$26,344
0.0% of portfolio
|
Q2 2025
Added 54.39%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
617
shares
|
$25,007
0.01% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
601
shares
|
$24,358
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
577
shares
|
$23,385
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
575
shares
|
$23,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
551
shares
|
$22,332
0.01% of portfolio
|
Q4 2023
New holding
|