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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
444
shares
|
$16,769
0.01% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
412
shares
|
$15,561
0.0% of portfolio
|
Q3 2024
Reduced 27.34%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$15,108
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
347
shares
|
$13,106
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
298
shares
|
$11,255
0.0% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
288
shares
|
$10,877
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
277
shares
|
$10,462
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
260
shares
|
$9,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
193
shares
|
$7,289
0.0% of portfolio
|
Q3 2024
Reduced 47.55%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
182
shares
|
$6,874
0.0% of portfolio
|
Q3 2024
Added 37.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
155
shares
|
$5,854
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
152
shares
|
$5,741
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$4,268
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
101
shares
|
$3,814
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
61
shares
|
$2,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
57
shares
|
$2,152
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
52
shares
|
$1,964
0.0% of portfolio
|
Q2 2021
Added 30.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
33
shares
|
$1,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
28
shares
|
$1,057
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2022
Reduced 99.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|