Who owns iShares S&P Conservative Allocatn Fd ETF?
- Ticker: AOK
- CUSIP Number: 464289883
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Conservative Allocatn Fd ETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares S&P Conservative Allocatn Fd ETF stock
Who bought or sold iShares S&P Conservative Allocatn Fd ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 647k | $26M | 30% | Dec 2025 |
|
| Valpey Financial Services | 460k | $12M | 4222% | Dec 2025 |
|
| Raymond James Financial | 398k | $16M | 867% | Dec 2025 |
|
| Strategic Investment Solutions | 389k | $16M | 100% | Dec 2025 |
|
| BlackRock | 319k | $13M | 0% | Dec 2025 |
|
| Cetera Investment Advisers | 198k | $7.9M | 93% | Dec 2025 |
|
| Curran Financial Partners | 175k | $7.0M | 13% | Dec 2025 |
|
| Wells Fargo & Company | 158k | $6.3M | 55% | Dec 2025 |
|
| Lido Advisors | 157k | $6.3M | 0% | Dec 2025 |
|
| Weaver Consulting Group | 146k | $5.9M | 1% | Dec 2025 |
|
| Investment Advisory Group | 144k | $5.8M | 1% | Dec 2025 |
|
| Congress Asset Management | 136k | $5.5M | 222% | Dec 2025 |
|
| Envestnet Asset Management | 98k | $3.9M | 1187% | Dec 2025 |
|
| Stifel Financial | 95k | $3.8M | 139% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 93k | $3.7M | 7% | Dec 2025 |
|
| Foundations Investment Advisors | 76k | $3.1M | -5% | Dec 2025 |
|
| Private Advisor | 75k | $3.0M | 22% | Dec 2025 |
|
| Forefront Analytics | 59k | $2.4M | 100% | Dec 2025 |
|
| Advisor Group Holdings | 58k | $2.3M | 43% | Dec 2025 |
|
| Legacy Capital Wealth Partners | 55k | $2.2M | -1% | Dec 2025 |
|
| Gladstone Institutional Advisory | 52k | $2.1M | 2% | Dec 2025 |
|
| Visionary Wealth Advisors | 48k | $1.9M | -51% | Dec 2025 |
|
| High Net Worth Advisory Group | 44k | $1.8M | 100% | Dec 2025 |
|
| Jpmorgan Chase & Co | 41k | $1.6M | 100% | Sep 2025 |
|
| Susquehanna International | 40k | $1.6M | 278% | Dec 2025 |
|
| Mariner Wealth Advisors | 40k | $1.6M | 17% | Dec 2025 |
|
| Sentinus | 40k | $1.6M | -16% | Dec 2025 |
|
| National Bank Of Canada /fi/ | 39k | $1.6M | -7% | Dec 2025 |
|
| Ameriprise Financial | 39k | $1.5M | 9% | Dec 2025 |
|
| Commonwealth Equity Services | 37k | $1.5M | 8% | Dec 2025 |
|
| Consilium Wealth Advisory | 36k | $1.5M | -2% | Dec 2025 |
|
| Waterloo Capital | 36k | $1.4M | 158% | Dec 2025 |
|
| J.w. Cole Advisors | 35k | $1.4M | 0% | Dec 2025 |
|
| CI Private Wealth | 35k | $1.4M | 1% | Dec 2025 |
|
| Kmg Fiduciary Partners | 34k | $1.4M | 2% | Dec 2025 |
|
| Onyx Bridge Wealth Group | 33k | $1.3M | 1% | Dec 2025 |
|
| RCW Management | 32k | $1.3M | 100% | Dec 2025 |
|
| BlueStem Wealth Partners | 31k | $1.3M | -7% | Dec 2025 |
|
| Brookstone Capital Management | 31k | $1.2M | 18% | Dec 2025 |
|
| Royal Bank of Canada | 31k | $1.2M | 0% | Sep 2025 |
|
| Harbour Investments | 30k | $1.2M | 1% | Dec 2025 |
|
| Rik Saylor Financial | 30k | $1.2M | -1% | Dec 2025 |
|
| UBS Group | 29k | $1.2M | 0% | Dec 2025 |
|
| Sovereign Financial Group | 28k | $1.1M | 84% | Dec 2025 |
|
| Thrive Capital Management | 27k | $1.1M | -15% | Dec 2025 |
|
| Steward Partners Investment Advisory | 27k | $1.1M | 28% | Dec 2025 |
|
| Elevation Capital Advisory | 26k | $1.0M | 162% | Dec 2025 |
|
| Janney Montgomery Scott | 26k | $1.0M | 100% | Dec 2025 |
|
| Phil A. Younker & Associates | 23k | $941k | 100% | Dec 2025 |
|
| Siligmueller & Norvid Wealth Advisors | 23k | $904k | 100% | Sep 2025 |
|
| Win Advisors | 22k | $894k | 100% | Dec 2025 |
|
| Integrated Wealth Concepts | 20k | $800k | 15% | Dec 2025 |
|
| Equitable Holdings | 20k | $788k | 19% | Dec 2025 |
|
| Camarda Wealth Advisory | 19k | $742k | 1% | Dec 2025 |
|
| Modera Wealth Management | 18k | $733k | 0% | Dec 2025 |
|
| RDA Financial Network | 18k | $730k | -7% | Dec 2025 |
|
| One Capital Management | 18k | $718k | -1% | Dec 2025 |
|
| Janney Capital Management | 18k | $717k | 100% | Dec 2025 |
|
| Warren Averett Asset Management | 17k | $696k | -23% | Dec 2025 |
|
| Wealth Forward | 15k | $618k | -8% | Dec 2025 |
|
| Silver Oak Securities | 15k | $620k | 32% | Dec 2025 |
|
| Creative Financial Designs | 15k | $601k | 3% | Dec 2025 |
|
| Prosperity Consulting Group | 15k | $582k | 20% | Dec 2025 |
|
| TRUE Private Wealth Advisors | 13k | $508k | 0% | Dec 2025 |
|
| Unique Wealth | 12k | $493k | -1% | Dec 2025 |
|
| Ausdal Financial Partners | 12k | $486k | -9% | Dec 2025 |
|
| Citadel Advisors | 12k | $474k | 78% | Sep 2025 |
|
| Verus Capital Partners | 12k | $465k | 61% | Dec 2025 |
|
| Archvest Wealth Advisors | 11k | $444k | -4% | Dec 2025 |
|
| Federation des caisses Desjardins du Quebec | 11k | $441k | 0% | Dec 2025 |
|
| Sage Financial | 9.5k | $381k | 100% | Dec 2025 |
|
| Insight Wealth Partners | 9.4k | $377k | 0% | Dec 2025 |
|
| Legacy Financial Group | 9.2k | $373k | 8% | Dec 2025 |
|
| Mml Investors Services | 9.0k | $360k | -8% | Dec 2025 |
|
| Chicago Partners Investment | 8.9k | $363k | 21% | Dec 2025 |
|
| Advisors Capital Management | 8.9k | $357k | 100% | Dec 2025 |
|
| GeoWealth Management | 8.7k | $349k | 9% | Dec 2025 |
|
| Jones Financial Companies, L.L | 8.7k | $347k | 267% | Dec 2025 |
|
| Harwood Advisory | 8.5k | $343k | -2% | Dec 2025 |
|
| Axxcess Wealth Management | 8.5k | $343k | 100% | Dec 2025 |
|
| AE Wealth Management | 8.4k | $336k | -23% | Dec 2025 |
|
| RTD Financial Advisors | 8.3k | $333k | -10% | Dec 2025 |
|
| Aspiriant | 8.1k | $323k | 0% | Dec 2025 |
|
| National Wealth Management Group | 8.0k | $322k | 100% | Dec 2025 |
|
| Transcendent Capital Group | 7.8k | $312k | 1% | Dec 2025 |
|
| Millington Financial Advisors | 7.4k | $302k | -30% | Dec 2025 |
|
| Nicolet Advisory Services | 7.3k | $295k | 0% | Dec 2025 |
|
| Spire Wealth Management | 7.1k | $285k | 0% | Dec 2025 |
|
| Denver Wealth Management | 7.0k | $281k | -1% | Dec 2025 |
|
| BridgePort Financial Solutions | 7.0k | $280k | 0% | Dec 2025 |
|
| Valley Financial Group | 6.9k | $276k | -43% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 6.8k | $275k | 19% | Dec 2025 |
|
| Well Done | 6.7k | $271k | 0% | Dec 2025 |
|
| Tempus Wealth Planning | 6.6k | $267k | -1% | Dec 2025 |
|
| Buckingham Strategic Partners | 6.5k | $260k | -53% | Dec 2025 |
|
| Divergent Planning | 6.0k | $242k | 100% | Dec 2025 |
|
| First Commonwealth Financial Corporation | 6.0k | $241k | -14% | Sep 2025 |
|
| USAdvisors Wealth Management | 6.0k | $240k | -2% | Dec 2025 |
|
| Benjamin Edwards | 5.7k | $229k | 100% | Dec 2025 |
|
| HighTower Advisors | 5.7k | $227k | -3% | Dec 2025 |
|
| FMR | 5.4k | $219k | 672% | Sep 2025 |
|
| Endeavor Private Wealth | 5.3k | $211k | 0% | Dec 2025 |
|
| Kestra Advisory Services | 5.3k | $211k | -35% | Dec 2025 |
|
| Hrt Financial | 5.2k | $209k | 100% | Dec 2025 |
|
| Western Wealth Management | 5.1k | $204k | 0% | Dec 2025 |
|
| Mutual Advisors | 5.0k | $202k | 0% | Dec 2025 |
|
| Prentice Wealth Management | 5.0k | $201k | 0% | Dec 2025 |
|
| IFP Advisors | 4.6k | $186k | -4% | Dec 2025 |
|
| Integrity Financial Corp | 4.3k | $173k | -11% | Dec 2025 |
|
| Brian McDonald | 4.2k | $167k | 474% | Dec 2025 |
|
| Geneos Wealth Management | 4.0k | $161k | 0% | Dec 2025 |
|
| Wall Street Access Asset Management | 3.9k | $158k | 100% | Dec 2025 |
|
| TD Waterhouse Canada | 3.8k | $152k | 74% | Dec 2025 |
|
| CWM | 3.7k | $147k | -62% | Dec 2025 |
|
| Bay Harbor Wealth Management | 3.3k | $133k | 4% | Dec 2025 |
|
| Goss Wealth Management | 3.3k | $131k | 0% | Dec 2025 |
|
| Hanson McClain Advisors | 3.1k | $126k | -9% | Dec 2025 |
|
| TrueNorth | 3.0k | $120k | -11% | Dec 2025 |
|
| Farther Finance Advisors | 2.8k | $111k | 175% | Dec 2025 |
|
| Costello Asset Management | 2.6k | $106k | 0% | Dec 2025 |
|
| Flagship Harbor Advisors | 2.4k | $97k | 100% | Dec 2025 |
|
| Caldwell Trust | 2.3k | $90k | 0% | Dec 2025 |
|
| MAI Wealth Advisors | 1.9k | $75k | 1% | Dec 2025 |
|
| Evolution Wealth Management | 1.8k | $71k | 100% | Dec 2025 |
|
| United Community Bank | 1.4k | $57k | 0% | Dec 2025 |
|
| SRS Capital Advisors | 1.4k | $56k | 100% | Dec 2025 |
|
| Glen Eagle Advisors | 1.2k | $50k | 1% | Dec 2025 |
|
| 1 North Wealth Services | 1.2k | $48k | 0% | Dec 2025 |
|
| Cornerstone Planning Group | 1.1k | $45k | -10% | Dec 2025 |
|
| Global Retirement Partners | 1.1k | $44k | 64% | Dec 2025 |
|
| AdvisorNet Financial | 973.00 | $39k | 32% | Dec 2025 |
|
| Root Financial Partners | 863.00 | $35k | 6% | Dec 2025 |
|
| CoreCap Advisors | 830.00 | $33k | 1% | Dec 2025 |
|
| Central Trust & Investment | 803.00 | $32k | -34% | Dec 2025 |
|
| N.E.W. Advisory Services | 797.00 | $32k | 0% | Dec 2025 |
|
| Kohmann Bosshard Financial Services | 753.00 | $30k | 100% | Dec 2025 |
|
| Nbc Securities | 729.00 | $29k | 27% | Dec 2025 |
|
| Golden State Wealth Management | 657.00 | $26k | -75% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 648.00 | $26k | 2% | Dec 2025 |
|
| Archer Investment Corp | 617.00 | $25k | 0% | Dec 2025 |
|
| Aptus Capital Advisors | 601.00 | $24k | 0% | Dec 2025 |
|
| CX Institutional | 578.00 | $23k | 7% | Dec 2025 |
|
| HFM Investment Advisors | 577.00 | $23k | 0% | Dec 2025 |
|
| Tidemark | 551.00 | $22k | 0% | Dec 2025 |
|
| Assetmark | 503.00 | $20k | 0% | Dec 2025 |
|
| SageView Advisory Group | 477.00 | $19k | 100% | Dec 2025 |
|
| Delta Asset Management | 475.00 | $19k | 0% | Dec 2025 |
|
| Coston, McIsaac & Partners | 459.00 | $18k | 1% | Dec 2025 |
|
| Westfuller Advisors | 444.00 | $18k | 1% | Dec 2025 |
|
| Sunbelt Securities | 358.00 | $14k | -3% | Dec 2025 |
|
Who sold out of iShares S&P Conservative Allocatn Fd ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| David R. Rahn Inc. dba Avalon Capital Management | Sep 2025 | 52k | $2.1M |
| Moss Adams Wealth Advisors | Sep 2025 | 6.2k | $250k |
| Plan Group Financial | Sep 2025 | 5.8k | $235k |
| Ameritas Advisory Services | Sep 2025 | 4.5k | $181k |
| Principal Securities | Sep 2025 | 1.3k | $54k |
| Advisory Services Network | Sep 2025 | 774.00 | $31k |