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Ishares Core 30/70 Conservat (AOK)

CUSIP: 464289883 | NYSE | 571 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Curran Financial Partners, LLC240,554
1.6% of portfolio›$9.7M
Weaver Consulting Group152,893
1.2% of portfolio›$6.2M
Elevation Capital Advisory, LLC106,309
1.7% of portfolio›$4.3M
Cambridge Investment Research Advisors, Inc.71,591
0.0% of portfolio›$2.9K
Aprio Wealth Management, LLC68,759
0.1% of portfolio›$2.8M
High Net Worth Advisory Group LLC65,188
0.6% of portfolio›$2.6M
Gilpin Wealth Management, LLC57,348
1.6% of portfolio›$2.3M
Avalon Capital Management55,908
0.5% of portfolio›$2.3M
Legacy Capital Wealth Partners, LLC54,879
0.5% of portfolio›$2.2M
Verdence Capital Advisors LLC45,592
0.1% of portfolio›$1.8M
StrongBox Wealth, LLC44,255
0.5% of portfolio›$1.8M
Congress Asset Management Co41,559
0.0% of portfolio›$41.6K
Basso Capital Management, L.P.40,000
0.3% of portfolio›$1.6M
Commonwealth Equity Services, LLC38,891
0.0% of portfolio›$1.6M
Lido Advisors, LLC36,133
0.0% of portfolio›$1.5M
Brookstone Capital Management35,093
0.0% of portfolio›$1.4M
Consilium Wealth Advisory, LLC32,080
0.4% of portfolio›$1.3M
RCW Management, LLC31,776
1.2% of portfolio›$1.3M
Thrive Capital Management, LLC25,320
0.2% of portfolio›$1.0M
Perryman Financial Advisory Inc23,081
0.1% of portfolio›$930.8K
Visionary Wealth Advisors22,603
0.0% of portfolio›$911.6K
Madrid Financial Services22,456
0.5% of portfolio›$905.7K
Modera Wealth Management, LLC19,221
0.0% of portfolio›$775.2K
Strategic Blueprint, LLC18,363
0.0% of portfolio›$740.6K
RDA Financial Network18,199
0.2% of portfolio›$734.0K
Legacy Wealth Partners, LLC17,334
0.2% of portfolio›$699.1K
Wealth Forward, LLC12,971
0.2% of portfolio›$523.1K
Creative Financial Designs Inc12,948
0.0% of portfolio›$522.2K
True Private Wealth Advisors12,659
0.0% of portfolio›$510.6K
Tempus Wealth Planning, LLC12,186
0.1% of portfolio›$491.5K
Onyx Bridge Wealth Group LLC11,852
0.0% of portfolio›$478.0K
Verus Capital Partners, LLC11,455
0.0% of portfolio›$462.0K
Chicago Partners Investment Group LLC10,818
0.0% of portfolio›$438.1K
R2 Capital Strategies, LLC10,418
0.2% of portfolio›$420.1K
Insight Wealth Partners, LLC9,886
0.1% of portfolio›$398.7K
Valpey Financial Services, LLC9,707
0.2% of portfolio›$391.5K
Sage Financial Group Inc9,495
0.0% of portfolio›$382.9K
Transcendent Capital Group LLC8,408
0.1% of portfolio›$339.1K
BridgePort Financial Solutions, LLC8,156
0.1% of portfolio›$328.9K
Aspiriant, LLC8,060
0.0% of portfolio›$325.1K
National Wealth Management Group, LLC7,991
0.1% of portfolio›$322.3K
Prentice Wealth Management LLC7,843
0.1% of portfolio›$316.3K
Kestra Advisory Services, LLC7,608
0.0% of portfolio›$306.8K
Wealth Enhancement Advisory Services, LLC7,200
0.0% of portfolio›$290.9K
Well Done, LLC6,538
0.0% of portfolio›$263.7K
Advisortrust Partners, LLC6,242
0.1% of portfolio›$251.7K
Archvest Wealth Advisors, Inc.6,236
0.1% of portfolio›$251.5K
USAdvisors Wealth Management, LLC5,945
0.0% of portfolio›$239
Keystone Wealth Services, LLC5,409
0.0% of portfolio›$218.6K
FSM Wealth Advisors, LLC5,349
0.0% of portfolio›$216.1K
Compass Financial Management LLC5,162
0.0% of portfolio›$208.2K
JIM Saulnier & Associates, LLC5,083
0.1% of portfolio›$205.0K
IFP Advisors, Inc4,846
0.0% of portfolio›$195.4K
TD Private Client Wealth LLC3,820
0.0% of portfolio›$154.1K
TD Waterhouse Canada Inc.3,608
0.0% of portfolio›$145.6K
Spire Wealth Management3,433
0.0% of portfolio›$138.5K
Bay Harbor Wealth Management, LLC3,344
0.0% of portfolio›$134.9K
Montgomery Financial Services LLC3,118
0.1% of portfolio›$125.7K
Costello Asset Management, Inc2,600
0.0% of portfolio›$104.9K
Joseph Group Capital Management2,511
0.0% of portfolio›$101.3K
Schuylkill Financial LLC2,141
0.1% of portfolio›$86.3K
Mosley Wealth Management2,066
0.0% of portfolio›$83.8K
Evolution Wealth Management Inc.1,777
0.0% of portfolio›$71.7K
Caldwell Trust Co1,650
0.0% of portfolio›$66.5K
Lanark Financial, Inc.1,643
0.0% of portfolio›$66.3K
Farther Finance Advisors, LLC1,464
0.0% of portfolio›$59.0K
United Community Bank1,425
0.0% of portfolio›$57.5K
Latitude Advisors, LLC1,349
0.0% of portfolio›$54.4K
CoreCap Advisors, LLC717
0.0% of portfolio›$28.9K
Assetmark, Inc535
0.0% of portfolio›$21.6K
Nova Financial LLC502
0.0% of portfolio›$20.2K
Tsfg, LLC500
0.0% of portfolio›$20
Harbor Investment Advisory, LLC347
0.0% of portfolio›$14.0K
Elevated Capital Advisors, LLC303
0.0% of portfolio›$12.2K
Private Trust Co NA300
0.0% of portfolio›$12.1K
Mascoma Wealth Management LLC183
0.0% of portfolio›$7.4K
Country Trust Bank180
0.0% of portfolio›$7.3K
Nvwm, LLC176
0.0% of portfolio›$7.1K
Horizons Wealth Management159
0.0% of portfolio›$6.4K
Mather Group, Llc.152
0.0% of portfolio›$6.1K
Root Financial Partners, LLC107
0.0% of portfolio›$4.3K
GK Wealth Management LLC68
0.0% of portfolio›$2.8K
Blue Trust, Inc.27
0.0% of portfolio›$1.1K
JFS Wealth Advisors, LLC16
0.0% of portfolio›$646
Lloyd Advisory Services, Llc.4
0.0% of portfolio›$148
StyleTurnoverLocationFiled
Curran Financial Partners, LLC
240,554$9.7M1.6%ETFMediumDaniel Island, SC2026-11-04
Weaver Consulting Group
152,893$6.2M1.2%ETFLowHuntington Beach, CA2026-10-07
Elevation Capital Advisory, LLC
106,309$4.3M1.7%ETFVery HighBend, OR2026-10-29
Cambridge Investment Research Advisors, Inc.
71,591$2.9K0.0%ETFLowFairfield, IA2026-11-02
Aprio Wealth Management, LLC
68,759$2.8M0.1%ETFMediumAtlanta, GA2026-10-28
High Net Worth Advisory Group LLC
65,188$2.6M0.6%ETFVery LowNaples, FL2026-10-26
Gilpin Wealth Management, LLC
57,348$2.3M1.6%GrowthLowDenver, CO2026-10-09
Avalon Capital Management
55,908$2.3M0.5%GrowthMediumMenlo Park, CA2026-11-04
Legacy Capital Wealth Partners, LLC
54,879$2.2M0.5%CoreMediumLittle Rock, AR2026-10-21
Verdence Capital Advisors LLC
45,592$1.8M0.1%CoreMediumHunt Valley, MD2026-10-26
StrongBox Wealth, LLC
44,255$1.8M0.5%GrowthLowLee'S Summit, MO2026-11-02
Congress Asset Management Co
41,559$41.6K0.0%GrowthMediumBoston, MA2026-10-06
Basso Capital Management, L.P.
40,000$1.6M0.3%ETFMediumStamford, CT2026-10-30
Commonwealth Equity Services, LLC
38,891$1.6M0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
36,133$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Brookstone Capital Management
35,093$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Consilium Wealth Advisory, LLC
32,080$1.3M0.4%GrowthLowFrisco, TX2026-10-14
RCW Management, LLC
31,776$1.3M1.2%ETFVery LowJacksonville, FL2026-10-30
Thrive Capital Management, LLC
25,320$1.0M0.2%CoreMediumFort Washington, PA2026-10-28
Perryman Financial Advisory Inc
23,081$930.8K0.1%GrowthVery LowDallas, TX2026-10-16
Visionary Wealth Advisors
22,603$911.6K0.0%ETFLowO'Fallon, IL2026-11-04
Madrid Financial Services
22,456$905.7K0.5%ETFHighManhattan Beach, CA2026-11-03
Modera Wealth Management, LLC
19,221$775.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Strategic Blueprint, LLC
18,363$740.6K0.0%ETFLowAtlanta, GA2026-10-22
RDA Financial Network
18,199$734.0K0.2%GrowthMediumAkron, IA2026-10-15
Legacy Wealth Partners, LLC
17,334$699.1K0.2%ETFHighLakewood, CO2026-10-15
Wealth Forward, LLC
12,971$523.1K0.2%ETFMediumFargo, ND2026-10-14
Creative Financial Designs Inc
12,948$522.2K0.0%ETFMediumKokomo, IN2026-11-04
True Private Wealth Advisors
12,659$510.6K0.0%ETFMediumSalem, OR2026-10-19
Tempus Wealth Planning, LLC
12,186$491.5K0.1%ETFMediumIrvine, CA2026-10-14
Onyx Bridge Wealth Group LLC
11,852$478.0K0.0%ETFMediumTarrytown, NY2026-10-16
Verus Capital Partners, LLC
11,455$462.0K0.0%GrowthLowScottsdale, AZ2026-11-03
Chicago Partners Investment Group LLC
10,818$438.1K0.0%GARPLowChicago, IL2026-10-27
R2 Capital Strategies, LLC
10,418$420.1K0.2%ETFN/ALincoln, NE2026-10-15
Insight Wealth Partners, LLC
9,886$398.7K0.1%ETFLowPlano, TX2026-10-26
Valpey Financial Services, LLC
9,707$391.5K0.2%ETFVery LowConcord, NH2026-10-30
Sage Financial Group Inc
9,495$382.9K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Transcendent Capital Group LLC
8,408$339.1K0.1%ETFMediumEdmond, OK2026-10-28
BridgePort Financial Solutions, LLC
8,156$328.9K0.1%ETFLowFairfield, IA2026-11-02
Aspiriant, LLC
8,060$325.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
National Wealth Management Group, LLC
7,991$322.3K0.1%ETFMediumCincinnati, OH2026-10-26
Prentice Wealth Management LLC
7,843$316.3K0.1%ETFLowRochester, NY2026-10-20
Kestra Advisory Services, LLC
7,608$306.8K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
7,200$290.9K0.0%CoreLowPlymouth, MN2026-10-13
Well Done, LLC
6,538$263.7K0.0%ETFLowHolland, MI2026-10-20
Advisortrust Partners, LLC
6,242$251.7K0.1%CoreHighRaleigh, NC2026-11-02
Archvest Wealth Advisors, Inc.
6,236$251.5K0.1%ETFLowConcord, CA2026-10-29
USAdvisors Wealth Management, LLC
5,945$2390.0%ETFLowEden Prairie, MN2026-10-21
Keystone Wealth Services, LLC
5,409$218.6K0.0%ETFHighPalm Desert, CA2026-11-03
FSM Wealth Advisors, LLC
5,349$216.1K0.0%ETFLowCleveland, OH2026-10-27
Compass Financial Management LLC
5,162$208.2K0.0%CoreN/ATampa, FL2026-10-30
JIM Saulnier & Associates, LLC
5,083$205.0K0.1%ETFLowFort Collins, CO2026-11-04
IFP Advisors, Inc
4,846$195.4K0.0%GrowthLowTampa, FL2026-10-16
TD Private Client Wealth LLC
3,820$154.1K0.0%ETFLowNew York, NY2026-10-28
TD Waterhouse Canada Inc.
3,608$145.6K0.0%CoreLowToronto, Australia2026-10-16
Spire Wealth Management
3,433$138.5K0.0%GrowthMediumMclean, VA2026-10-30
Bay Harbor Wealth Management, LLC
3,344$134.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Montgomery Financial Services LLC
3,118$125.7K0.1%ETFN/AOcean City, MD2026-11-03
Costello Asset Management, Inc
2,600$104.9K0.0%CoreLowFeasterville, PA2026-10-30
Joseph Group Capital Management
2,511$101.3K0.0%ETFLowColumbus, OH2026-11-04
Schuylkill Financial LLC
2,141$86.3K0.1%ETFN/AWyomissing, PA2026-10-21
Mosley Wealth Management
2,066$83.8K0.0%ETFHighAnaheim, CA2026-10-16
Evolution Wealth Management Inc.
1,777$71.7K0.0%ETFMediumFort Myers, FL2026-10-28
Caldwell Trust Co
1,650$66.5K0.0%GrowthLowVenice, FL2026-10-30
Lanark Financial, Inc.
1,643$66.3K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
1,464$59.0K0.0%IndexLowSan Francisco, CA2026-10-08
United Community Bank
1,425$57.5K0.0%CoreLowGreenville, SC2026-10-28
Latitude Advisors, LLC
1,349$54.4K0.0%ETFLowYorkville, IL2026-10-27
CoreCap Advisors, LLC
717$28.9K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
535$21.6K0.0%ETFLowConcord, CA2026-10-21
Nova Financial LLC
502$20.2K0.0%N/AN/ATucson, AZ2026-11-04
Tsfg, LLC
500$200.0%ETFLowLake Forest, IL2026-10-23
Harbor Investment Advisory, LLC
347$14.0K0.0%GrowthLowLutherville, MD2026-10-13
Elevated Capital Advisors, LLC
303$12.2K0.0%ETFMediumSandy, UT2026-11-04
Private Trust Co NA
300$12.1K0.0%CoreLowCleveland, OH2026-10-20
Mascoma Wealth Management LLC
183$7.4K0.0%ETFVery LowHanover, NH2026-10-23
Country Trust Bank
180$7.3K0.0%GrowthLowBloomington, IL2026-10-30
Nvwm, LLC
176$7.1K0.0%GrowthMediumYardley, PA2026-10-14
Horizons Wealth Management
159$6.4K0.0%ETFLowAsheville, NC2026-10-05
Mather Group, Llc.
152$6.1K0.0%ETFMediumChicago, IL2026-10-14
Root Financial Partners, LLC
107$4.3K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
68$2.8K0.0%GARPVery HighReno, NV2026-10-09
Blue Trust, Inc.
27$1.1K0.0%ETFLowBrentwood, TN2026-10-15
JFS Wealth Advisors, LLC
16$6460.0%ETFVery LowHermitage, PA2026-11-03
Lloyd Advisory Services, Llc.
4$1480.0%ETFVery HighSuwanee, GA2026-11-02