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
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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 | 639k | $26M | -1% | Mar 2026 |
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| Raymond James Financial | 398k | $16M | 867% | Dec 2025 |
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| Strategic Investment Solutions | 397k | $16M | 2% | Mar 2026 |
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| BlackRock | 344k | $14M | 8% | Mar 2026 |
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| Brookstone Capital Management | 218k | $8.7M | 610% | Mar 2026 |
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| Curran Financial Partners | 203k | $8.1M | 16% | Mar 2026 |
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| Cetera Investment Advisers | 200k | $8.0M | 1% | Mar 2026 |
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| Congress Asset Management | 178k | $7.1M | 31% | Mar 2026 |
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| One Capital Management | 175k | $7.0M | 880% | Mar 2026 |
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| Morgan Stanley | 173k | $7.3M | -28% | Mar 2026 |
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| Bank of America Corporation | 166k | $6.6M | 100% | Mar 2026 |
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| Weaver Consulting Group | 149k | $5.9M | 1% | Mar 2026 |
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| Investment Advisory Group | 147k | $5.9M | 2% | Mar 2026 |
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| Wells Fargo & Company | 108k | $4.3M | -31% | Mar 2026 |
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| Cambridge Investment Research Advisors | 104k | $4.1M | 12% | Mar 2026 |
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| Elevation Capital Advisory | 103k | $4.1M | 295% | Mar 2026 |
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| Foundations Investment Advisors | 79k | $3.2M | 4% | Mar 2026 |
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| Private Advisor | 72k | $2.9M | -5% | Mar 2026 |
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| Stifel Financial | 72k | $2.9M | -25% | Mar 2026 |
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| Gilpin Wealth Management | 71k | $2.8M | 100% | Mar 2026 |
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| Advisor Group Holdings | 58k | $2.3M | 43% | Dec 2025 |
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| High Net Worth Advisory Group | 57k | $2.3M | 30% | Mar 2026 |
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| Lido Advisors | 56k | $2.2M | -65% | Mar 2026 |
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| Legacy Capital Wealth Partners | 55k | $2.2M | -1% | Dec 2025 |
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| Harbour Investments | 45k | $1.8M | 50% | Mar 2026 |
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| Susquehanna International | 40k | $1.6M | 278% | Dec 2025 |
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| Sentinus | 40k | $1.6M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 40k | $1.6M | 6% | Mar 2026 |
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| National Bank Of Canada /fi/ | 39k | $1.6M | -7% | Dec 2025 |
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| Mariner Wealth Advisors | 38k | $1.5M | -3% | Mar 2026 |
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| Consilium Wealth Advisory | 37k | $1.5M | 0% | Mar 2026 |
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| Waterloo Capital | 35k | $1.4M | -2% | Mar 2026 |
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| Kmg Fiduciary Partners | 35k | $1.4M | 3% | Mar 2026 |
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| Onyx Bridge Wealth Group | 33k | $1.3M | 1% | Mar 2026 |
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| RCW Management | 32k | $1.3M | 0% | Mar 2026 |
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| BlueStem Wealth Partners | 30k | $1.2M | -3% | Mar 2026 |
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| CI Private Wealth | 30k | $1.2M | -14% | Mar 2026 |
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| Ameriprise Financial | 30k | $1.2M | -23% | Mar 2026 |
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| Rik Saylor Financial | 30k | $1.2M | 0% | Mar 2026 |
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| UBS Group | 28k | $1.1M | -1% | Mar 2026 |
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| Visionary Wealth Advisors | 28k | $1.1M | -42% | Mar 2026 |
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| Thrive Capital Management | 26k | $1.0M | -3% | Mar 2026 |
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| Equitable Holdings | 25k | $1.0M | 28% | Mar 2026 |
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| Royal Bank of Canada | 25k | $996k | -18% | Mar 2026 |
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| Phil A. Younker & Associates | 23k | $935k | 0% | Mar 2026 |
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| Perryman Financial Advisory Inc /ad | 23k | $925k | 100% | Mar 2026 |
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| Silver Oak Securities | 22k | $894k | 46% | Mar 2026 |
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| Citadel Advisors | 22k | $857k | 100% | Mar 2026 |
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| Sovereign Financial Group | 21k | $841k | -26% | Mar 2026 |
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| Madrid Financial Services | 20k | $791k | 100% | Mar 2026 |
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| Modera Wealth Management | 19k | $758k | 4% | Mar 2026 |
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| Camarda Wealth Advisory | 19k | $742k | 1% | Dec 2025 |
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| RDA Financial Network | 18k | $726k | 0% | Mar 2026 |
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| Janney Capital Management | 18k | $717k | 100% | Dec 2025 |
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| Legacy Wealth Partners | 18k | $705k | 100% | Mar 2026 |
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| Warren Averett Asset Management | 17k | $696k | -23% | Dec 2025 |
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| Wealth Forward | 15k | $609k | -1% | Mar 2026 |
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| Prosperity Consulting Group | 15k | $580k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 14k | $570k | -28% | Mar 2026 |
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| Envestnet Asset Management | 14k | $561k | -86% | Mar 2026 |
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| Steward Partners Investment Advisory | 13k | $507k | -53% | Mar 2026 |
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| TRUE Private Wealth Advisors | 13k | $505k | 0% | Mar 2026 |
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| Unique Wealth | 12k | $489k | 0% | Mar 2026 |
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| Ausdal Financial Partners | 12k | $476k | -1% | Mar 2026 |
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| Verus Capital Partners | 12k | $457k | -1% | Mar 2026 |
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| Benjamin Edwards | 11k | $449k | 97% | Mar 2026 |
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| Spartan Wealth Advisory Services | 11k | $446k | 100% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 11k | $438k | 0% | Mar 2026 |
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| Creative Financial Designs | 11k | $432k | -28% | Mar 2026 |
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| National Wealth Management Group | 11k | $422k | 32% | Mar 2026 |
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| Legacy Financial Group | 10k | $416k | 13% | Mar 2026 |
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| Valpey Financial Services | 9.8k | $392k | -14% | Mar 2026 |
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| Sage Financial | 9.5k | $379k | 0% | Mar 2026 |
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| Insight Wealth Partners | 9.4k | $375k | 0% | Mar 2026 |
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| GeoWealth Management | 9.2k | $369k | 6% | Mar 2026 |
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| Chicago Partners Investment | 9.0k | $368k | 0% | Mar 2026 |
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| Advisors Capital Management | 8.9k | $355k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 8.7k | $347k | 267% | Dec 2025 |
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| Harwood Advisory | 8.6k | $342k | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 8.5k | $341k | 100% | Mar 2026 |
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| AE Wealth Management | 8.4k | $334k | 0% | Mar 2026 |
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| Aspiriant | 8.1k | $322k | 0% | Mar 2026 |
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| Transcendent Capital Group | 7.9k | $315k | 2% | Mar 2026 |
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| Mml Investors Services | 7.8k | $312k | -13% | Mar 2026 |
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| Archvest Wealth Advisors | 7.8k | $312k | -29% | Mar 2026 |
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| Bank Of Montreal | 7.7k | $309k | 100% | Mar 2026 |
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| BridgePort Financial Solutions | 7.6k | $304k | 9% | Mar 2026 |
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| Strategic Blueprint | 7.6k | $304k | 100% | Mar 2026 |
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| Buckingham Strategic Partners | 7.5k | $298k | 16% | Mar 2026 |
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| Millington Financial Advisors | 7.4k | $304k | 1% | Mar 2026 |
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| Kestra Advisory Services | 7.3k | $292k | 39% | Mar 2026 |
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| Nicolet Advisory Services | 7.3k | $295k | 0% | Dec 2025 |
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| Valley Financial Group | 7.1k | $283k | 3% | Mar 2026 |
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| Tempus Wealth Planning | 6.7k | $266k | 0% | Mar 2026 |
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| Well Done | 6.5k | $261k | -3% | Mar 2026 |
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| EP Wealth Advisors | 6.4k | $256k | 100% | Mar 2026 |
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| Spire Wealth Management | 6.4k | $255k | -10% | Mar 2026 |
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| FMR | 6.1k | $243k | 11% | Dec 2025 |
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| Divergent Planning | 6.0k | $242k | 100% | Dec 2025 |
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| First Commonwealth Financial Corporation | 6.0k | $241k | 0% | Dec 2025 |
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| Advisortrust Partners | 5.9k | $236k | 100% | Mar 2026 |
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| USAdvisors Wealth Management | 5.9k | $231k | -2% | Mar 2026 |
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| Mutual Advisors | 5.8k | $230k | 15% | Mar 2026 |
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| HighTower Advisors | 5.7k | $226k | 0% | Mar 2026 |
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| Prentice Wealth Management | 5.5k | $220k | 10% | Mar 2026 |
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| Coordinated Financial Services | 5.3k | $210k | 100% | Mar 2026 |
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| Western Wealth Management | 5.1k | $204k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 5.0k | $200k | -81% | Mar 2026 |
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| IFP Advisors | 4.6k | $185k | 0% | Mar 2026 |
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| Td Private Client Wealth | 4.5k | $179k | 100% | Mar 2026 |
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| Integrity Financial Corp | 4.3k | $173k | -11% | Dec 2025 |
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| Brian McDonald | 4.2k | $167k | 474% | Dec 2025 |
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| Vanguard Advisers | 4.1k | $163k | 100% | Mar 2026 |
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| Geneos Wealth Management | 4.0k | $160k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 3.9k | $155k | 3% | Mar 2026 |
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| CWM | 3.7k | $147k | -62% | Dec 2025 |
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| Bay Harbor Wealth Management | 3.3k | $132k | 0% | Mar 2026 |
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| Goss Wealth Management | 3.3k | $130k | 0% | Mar 2026 |
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| Farther Finance Advisors | 3.2k | $129k | 16% | Mar 2026 |
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| TrueNorth | 3.2k | $126k | 6% | Mar 2026 |
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| Hanson McClain Advisors | 3.1k | $126k | -9% | Dec 2025 |
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| Costello Asset Management | 2.6k | $105k | 0% | Mar 2026 |
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| Mosley Wealth Management | 2.4k | $96k | 100% | Mar 2026 |
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| Caldwell Trust | 2.3k | $90k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 1.9k | $75k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.9k | $75k | 189% | Mar 2026 |
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| Evolution Wealth Management | 1.8k | $71k | 0% | Mar 2026 |
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| United Community Bank | 1.4k | $57k | 0% | Mar 2026 |
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| SRS Capital Advisors | 1.4k | $56k | -1% | Mar 2026 |
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| Medallion Wealth Advisors | 1.3k | $53k | -4% | Mar 2026 |
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| Fifth Third Bancorp | 1.2k | $50k | 100% | Mar 2026 |
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| Cornerstone Planning Group | 1.2k | $51k | 12% | Mar 2026 |
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| Glen Eagle Advisors | 1.2k | $49k | 0% | Mar 2026 |
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| 1 North Wealth Services | 1.2k | $48k | 0% | Mar 2026 |
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| Global Retirement Partners | 1.1k | $44k | 64% | Dec 2025 |
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| AdvisorNet Financial | 1.1k | $43k | 10% | Mar 2026 |
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| CoreCap Advisors | 843.00 | $34k | 2% | Mar 2026 |
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| Sunbelt Securities | 816.00 | $33k | 128% | Mar 2026 |
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| N.E.W. Advisory Services | 797.00 | $32k | 0% | Mar 2026 |
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| Nbc Securities | 729.00 | $29k | 0% | Mar 2026 |
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| Leo H. Evart | 692.00 | $28k | 100% | Mar 2026 |
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| Archer Investment Corp | 617.00 | $25k | 0% | Mar 2026 |
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| CX Institutional | 606.00 | $24k | 5% | Mar 2026 |
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| HFM Investment Advisors | 580.00 | $23k | 1% | Mar 2026 |
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| Tidemark | 551.00 | $22k | 0% | Mar 2026 |
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| Assetmark | 495.00 | $20k | -2% | Mar 2026 |
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| SageView Advisory Group | 477.00 | $19k | 100% | Dec 2025 |
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| Delta Asset Management | 475.00 | $19k | 0% | Mar 2026 |
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| Coston, McIsaac & Partners | 461.00 | $18k | 0% | Mar 2026 |
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| Westfuller Advisors | 446.00 | $18k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 365.00 | $15k | -39% | Mar 2026 |
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| Root Financial Partners | 107.00 | $4.3k | -88% | Mar 2026 |
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Who sold out of iShares S&P Conservative Allocatn Fd ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Forefront Analytics | Dec 2025 | 59k | $2.4M |
| Gladstone Institutional Advisory | Dec 2025 | 52k | $2.1M |
| David R. Rahn Inc. dba Avalon Capital Management | Sep 2025 | 52k | $2.1M |
| Jpmorgan Chase & Co | Sep 2025 | 41k | $1.6M |
| J.w. Cole Advisors | Dec 2025 | 35k | $1.4M |
| Win Advisors | Dec 2025 | 22k | $894k |
| Axxcess Wealth Management | Dec 2025 | 8.5k | $343k |
| RTD Financial Advisors | Dec 2025 | 8.3k | $333k |
| Denver Wealth Management | Dec 2025 | 7.0k | $281k |
| Wealth Enhancement Advisory Services | Dec 2025 | 6.8k | $275k |
| Endeavor Private Wealth | Dec 2025 | 5.3k | $211k |
| Hrt Financial | Dec 2025 | 5.2k | $209k |
| Wall Street Access Asset Management | Dec 2025 | 3.9k | $158k |
| Flagship Harbor Advisors | Dec 2025 | 2.4k | $97k |
| Central Trust & Investment | Dec 2025 | 803.00 | $32k |
| Advisory Services Network | Sep 2025 | 774.00 | $31k |
| Kohmann Bosshard Financial Services | Dec 2025 | 753.00 | $30k |
| Golden State Wealth Management | Dec 2025 | 657.00 | $26k |