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 | 629k | $26M | -1% | Jun 2026 |
|
| BlackRock | 381k | $16M | 11% | Jun 2026 |
|
| Strategic Investment Solutions | 348k | $14M | -12% | Jun 2026 |
|
| Elevation Capital Advisory | 292k | $12M | 184% | Jun 2026 |
|
| Curran Financial Partners | 226k | $9.4M | 11% | Jun 2026 |
|
| Cetera Investment Advisers | 208k | $8.6M | 4% | Jun 2026 |
|
| One Capital Management | 175k | $7.0M | 0% | Jun 2026 |
|
| Morgan Stanley | 173k | $7.3M | -28% | Mar 2026 |
|
| Cambridge Associates | 171k | $7.1M | 100% | Jun 2026 |
|
| Bank of America Corporation | 163k | $6.8M | -2% | Jun 2026 |
|
| Investment Advisory Group | 158k | $6.6M | 8% | Jun 2026 |
|
| Weaver Consulting Group | 156k | $6.4M | 5% | Jun 2026 |
|
| Advisor Group Holdings | 131k | $5.4M | 45% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 115k | $4.7M | 10% | Jun 2026 |
|
| Wells Fargo & Company | 103k | $4.3M | -5% | Jun 2026 |
|
| Hershey Financial Advisers | 96k | $4.0M | 100% | Jun 2026 |
|
| Stifel Financial | 93k | $3.9M | 30% | Jun 2026 |
|
| Foundations Investment Advisors | 83k | $3.4M | 5% | Jun 2026 |
|
| Gts Securities | 82k | $3.4M | 100% | Jun 2026 |
|
| Private Advisor | 67k | $2.8M | -7% | Jun 2026 |
|
| Congress Asset Management | 64k | $64k | -64% | Jun 2026 |
|
| High Net Worth Advisory Group | 63k | $2.6M | 11% | Jun 2026 |
|
| Gilpin Wealth Management | 63k | $2.6M | -12% | Jun 2026 |
|
| Legacy Capital Wealth Partners | 55k | $2.3M | 0% | Jun 2026 |
|
| David R. Rahn Inc. dba Avalon Capital Management | 51k | $2.1M | -1% | Jun 2026 |
|
| Sentinus | 48k | $2.0M | 19% | Jun 2026 |
|
| Harbour Investments | 48k | $2.0M | 5% | Jun 2026 |
|
| Jpmorgan Chase & Co | 44k | $1.8M | 100% | Jun 2026 |
|
| Lido Advisors | 43k | $1.8M | -22% | Jun 2026 |
|
| Basso Capital Management | 41k | $1.7M | 100% | Jun 2026 |
|
| Brookstone Capital Management | 39k | $1.6M | -82% | Jun 2026 |
|
| Commonwealth Equity Services | 39k | $1.6M | -3% | Jun 2026 |
|
| Jane Street | 37k | $1.5M | 100% | Jun 2026 |
|
| Susquehanna International | 36k | $1.5M | -47% | Jun 2026 |
|
| National Bank Of Canada /fi/ | 36k | $1.5M | 15% | Jun 2026 |
|
| J.w. Cole Advisors | 33k | $1.4M | 100% | Jun 2026 |
|
| RCW Management | 32k | $1.3M | 0% | Jun 2026 |
|
| Consilium Wealth Advisory | 32k | $1.3M | -13% | Jun 2026 |
|
| Equitable Holdings | 30k | $1.2M | 20% | Jun 2026 |
|
| CI Private Wealth | 30k | $1.2M | 0% | Jun 2026 |
|
| BlueStem Wealth Partners | 29k | $1.2M | -4% | Jun 2026 |
|
| Rik Saylor Financial | 29k | $1.2M | -2% | Jun 2026 |
|
| Mariner Wealth Advisors | 29k | $1.2M | -25% | Jun 2026 |
|
| Ameriprise Financial | 28k | $1.2M | -6% | Jun 2026 |
|
| Ameritas Advisory Services | 27k | $1.1M | 100% | Jun 2026 |
|
| Citadel Advisors | 27k | $1.1M | 26% | Jun 2026 |
|
| UBS Group | 27k | $1.1M | -5% | Jun 2026 |
|
| Thrive Capital Management | 27k | $1.1M | 2% | Jun 2026 |
|
| L.K. Benson & Company, P.C. | 23k | $971k | 100% | Jun 2026 |
|
| Jones Financial Companies, L.L | 23k | $952k | 52% | Jun 2026 |
|
| Perryman Financial Advisory Inc /ad | 23k | $953k | -1% | Jun 2026 |
|
| Warren Averett Asset Management | 23k | $951k | 10% | Jun 2026 |
|
| Visionary Wealth Advisors | 23k | $943k | -19% | Jun 2026 |
|
| Madrid Financial Services | 23k | $934k | 14% | Jun 2026 |
|
| Raymond James Financial | 23k | $934k | -1% | Jun 2026 |
|
| AE Wealth Management | 22k | $919k | 164% | Jun 2026 |
|
| Royal Bank of Canada | 22k | $901k | -13% | Jun 2026 |
|
| Sovereign Financial Group | 21k | $878k | 0% | Jun 2026 |
|
| Waterloo Capital | 20k | $840k | -43% | Jun 2026 |
|
| Modera Wealth Management | 19k | $789k | 0% | Jun 2026 |
|
| Legacy Wealth Partners | 18k | $761k | 4% | Jun 2026 |
|
| RDA Financial Network | 18k | $755k | 0% | Jun 2026 |
|
| Camarda Wealth Advisory | 18k | $739k | 0% | Jun 2026 |
|
| Strategic Blueprint | 18k | $739k | 134% | Jun 2026 |
|
| Onyx Bridge Wealth Group | 17k | $694k | -49% | Jun 2026 |
|
| HPM Partners | 16k | $659k | 100% | Jun 2026 |
|
| Wealth Forward | 15k | $630k | 0% | Jun 2026 |
|
| Prosperity Consulting Group | 15k | $609k | 1% | Jun 2026 |
|
| Benjamin Edwards | 14k | $571k | 22% | Jun 2026 |
|
| TRUE Private Wealth Advisors | 13k | $525k | 0% | Jun 2026 |
|
| Mml Investors Services | 13k | $524k | 62% | Jun 2026 |
|
| Envestnet Asset Management | 13k | $524k | -10% | Jun 2026 |
|
| Integrated Wealth Concepts | 13k | $517k | -13% | Jun 2026 |
|
| Creative Financial Designs | 12k | $516k | 15% | Jun 2026 |
|
| Steward Partners Investment Advisory | 12k | $498k | -5% | Jun 2026 |
|
| Ausdal Financial Partners | 12k | $494k | 0% | Jun 2026 |
|
| Silver Oak Securities | 12k | $485k | -48% | Jun 2026 |
|
| Verus Capital Partners | 12k | $475k | 0% | Jun 2026 |
|
| Federation des caisses Desjardins du Quebec | 11k | $470k | 3% | Jun 2026 |
|
| Legacy Financial Group | 11k | $458k | 6% | Jun 2026 |
|
| National Wealth Management Group | 11k | $456k | 4% | Jun 2026 |
|
| R2 Capital Strategies | 10k | $430k | 100% | Jun 2026 |
|
| Tempus Wealth Planning | 10k | $423k | 53% | Jun 2026 |
|
| HighTower Advisors | 9.8k | $405k | 72% | Jun 2026 |
|
| GeoWealth Management | 9.8k | $405k | 6% | Jun 2026 |
|
| Meridian Wealth Management | 9.7k | $403k | 100% | Jun 2026 |
|
| Valpey Financial Services | 9.7k | $400k | -2% | Jun 2026 |
|
| Sage Financial | 9.5k | $394k | 0% | Jun 2026 |
|
| Insight Wealth Partners | 9.4k | $390k | 0% | Jun 2026 |
|
| Spartan Wealth Advisory Services | 9.4k | $389k | -16% | Jun 2026 |
|
| Chicago Partners Investment | 9.0k | $369k | 1% | Jun 2026 |
|
| Advisors Capital Management | 8.9k | $369k | 0% | Jun 2026 |
|
| Harwood Advisory | 8.6k | $342k | 0% | Mar 2026 |
|
| Transcendent Capital Group | 8.5k | $352k | 7% | Jun 2026 |
|
| Axxcess Wealth Management | 8.5k | $352k | 100% | Jun 2026 |
|
| Aspiriant | 8.1k | $334k | 0% | Jun 2026 |
|
| Bank Of Montreal | 7.7k | $309k | 100% | Mar 2026 |
|
| BridgePort Financial Solutions | 7.6k | $316k | 0% | Jun 2026 |
|
| TrueNorth | 7.5k | $313k | 138% | Jun 2026 |
|
| Millington Financial Advisors | 7.5k | $308k | 1% | Jun 2026 |
|
| Buckingham Strategic Partners | 7.4k | $306k | -1% | Jun 2026 |
|
| Nicolet Bankshares | 7.3k | $301k | 0% | Jun 2026 |
|
| Valley Financial Group | 7.0k | $292k | -1% | Jun 2026 |
|
| Kestra Advisory Services | 6.8k | $284k | -7% | Jun 2026 |
|
| Well Done | 6.5k | $271k | 0% | Jun 2026 |
|
| EP Wealth Advisors | 6.4k | $267k | 0% | Jun 2026 |
|
| Archvest Wealth Advisors | 6.4k | $265k | -18% | Jun 2026 |
|
| Advisortrust Partners | 6.2k | $259k | 5% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 6.2k | $256k | 100% | Jun 2026 |
|
| First Commonwealth Financial Corporation | 6.0k | $249k | 0% | Jun 2026 |
|
| USAdvisors Wealth Management | 5.9k | $244k | 1% | Jun 2026 |
|
| Merit Financial Group | 5.9k | $244k | 100% | Jun 2026 |
|
| Global Retirement Partners | 5.9k | $244k | 440% | Jun 2026 |
|
| Prentice Wealth Management | 5.7k | $235k | 3% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 5.5k | $230k | 0% | Jun 2026 |
|
| Coordinated Financial Services | 5.3k | $210k | 100% | Mar 2026 |
|
| Compass Financial Management | 5.2k | $214k | 100% | Jun 2026 |
|
| Western Wealth Management | 5.1k | $212k | 0% | Jun 2026 |
|
| FMR | 5.1k | $211k | -22% | Jun 2026 |
|
| Jim Saulnier & Associates | 5.0k | $209k | 100% | Jun 2026 |
|
| Mutual Advisors | 5.0k | $208k | -13% | Jun 2026 |
|
| Redmond Asset Management | 4.9k | $205k | 100% | Jun 2026 |
|
| Lodestar Private Asset Management | 4.9k | $204k | 100% | Jun 2026 |
|
| Janney Montgomery Scott | 4.9k | $203k | -2% | Jun 2026 |
|
| FSM Wealth Advisors | 4.9k | $203k | 100% | Jun 2026 |
|
| Phil A. Younker & Associates | 4.9k | $203k | -79% | Jun 2026 |
|
| CWM | 4.9k | $194k | 33% | Mar 2026 |
|
| Mercer Global Advisors | 4.7k | $195k | 100% | Jun 2026 |
|
| IFP Advisors | 4.7k | $194k | 0% | Jun 2026 |
|
| Integrity Financial Corp | 4.2k | $174k | -1% | Jun 2026 |
|
| Vanguard Advisers | 4.1k | $169k | 0% | Jun 2026 |
|
| Geneos Wealth Management | 4.0k | $166k | 0% | Jun 2026 |
|
| Wall Street Access Asset Management | 3.9k | $163k | 100% | Jun 2026 |
|
| Spire Wealth Management | 3.4k | $142k | -46% | Jun 2026 |
|
| Hanson McClain Advisors | 3.4k | $142k | -4% | Jun 2026 |
|
| Bay Harbor Wealth Management | 3.3k | $138k | 0% | Jun 2026 |
|
| Goss Wealth Management | 3.3k | $136k | 0% | Jun 2026 |
|
| TD Waterhouse Canada | 3.3k | $135k | -16% | Jun 2026 |
|
| Montgomery Financial Services | 3.1k | $129k | 100% | Jun 2026 |
|
| Costello Asset Management | 2.6k | $109k | -1% | Jun 2026 |
|
| Bessemer | 2.6k | $106k | 100% | Jun 2026 |
|
| Caldwell Trust | 2.3k | $93k | 0% | Jun 2026 |
|
| Mosley Wealth Management | 2.1k | $86k | -13% | Jun 2026 |
|
| Evolution Wealth Management | 1.8k | $74k | 0% | Jun 2026 |
|
| Farther Finance Advisors | 1.6k | $67k | -50% | Jun 2026 |
|
| Fifth Third Bancorp | 1.6k | $66k | 28% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.4k | $60k | -23% | Jun 2026 |
|
| United Community Bank | 1.4k | $59k | 0% | Jun 2026 |
|
| Glen Eagle Advisors | 1.2k | $52k | 1% | Jun 2026 |
|
| Purpose Un | 1.2k | $50k | 100% | Jun 2026 |
|
| Cornerstone Planning Group | 1.1k | $47k | -8% | Jun 2026 |
|
| SRS Capital Advisors | 1.1k | $46k | -20% | Jun 2026 |
|
| Qube Research & Technologies | 666.00 | $28k | -63% | Jun 2026 |
|
Who sold out of iShares S&P Conservative Allocatn Fd ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kmg Fiduciary Partners | Mar 2026 | 35k | $1.4M |
| Unique Wealth | Mar 2026 | 12k | $489k |
| Dynamic Advisors Solutions | Mar 2026 | 8.5k | $341k |
| Td Private Client Wealth | Mar 2026 | 4.5k | $179k |
| MAI Wealth Advisors | Mar 2026 | 1.9k | $75k |
| Medallion Wealth Advisors | Mar 2026 | 1.3k | $53k |