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iShares Core 30/70 Conservative Allocation ETF (AOK) Institutional Ownership

iShares Core 30/70 Conservative Allocation ETF logo
$40.09 +0.03 (+0.07%)
Closing price 09/19/2025 04:10 PM Eastern
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$40.09 0.00 (0.00%)
As of 09/19/2025 05:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$12.51M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.00M
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AOK Institutional Buying and Selling by Quarter

iShares Core 30/70 Conservative Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Ameriprise Financial Inc.44,751$1.75M0.0%-31.8%0.276%
8/12/2025 Waterloo Capital L.P.10,664$417K0.0%+17.8%0.066%
8/8/2025 IMA Advisory Services Inc.7,212$267K0.0%+4.2%0.045%
8/6/2025 Golden State Wealth Management LLC2,643$103K0.0%N/A0.016%
8/4/2025 Creative Financial Designs Inc. ADV9,084$355K0.0%+5.5%0.056%
7/25/2025 Transcendent Capital Group LLC5,877$230K0.1%N/A0.036%
7/16/2025 Congress Asset Management Co.50,155$1.96M0.0%-68.5%0.298%
7/15/2025 TD Private Client Wealth LLC743$29K0.0%N/A0.004%
5/16/2025Jones Financial Companies Lllp24,161$909K0.0%+3,663.4%0.145%
5/7/2025BlueStem Wealth Partners LLC37,469$1.41M0.2%-2.7%0.213%
4/23/2025Creative Financial Designs Inc. ADV8,609$324K0.0%-9.2%0.049%
4/11/2025Congress Asset Management Co.159,165$5.99M0.0%-4.1%0.956%
2/17/2025Sentinus LLC29,249$1.09M0.3%+60.8%0.179%
2/17/2025Ameriprise Financial Inc.72,324$2.70M0.0%+3.7%0.442%
2/13/2025United Capital Financial Advisors LLC41,898$1.56M0.0%N/A0.256%
2/13/2025Waterloo Capital L.P.10,821$404K0.0%-45.2%0.066%
2/11/2025Runnymede Capital Advisors Inc.732$27K0.0%N/A0.004%
2/10/2025Creative Financial Designs Inc. ADV9,481$354K0.0%+12.8%0.058%
2/10/2025EverSource Wealth Advisors LLC1,575$59K0.0%N/A0.010%
2/5/2025Kohmann Bosshard Financial Services LLC752$28K0.0%N/A0.005%
2/5/2025BlueStem Wealth Partners LLC38,503$1.44M0.2%N/A0.235%
1/30/2025Congress Asset Management Co.166,004$6.19M0.0%+224.0%1.015%
1/24/2025Costello Asset Management INC2,735$102K0.1%-9.9%0.017%
1/17/2025Janney Montgomery Scott LLC37,853$1.41M0.0%N/A0.232%
1/17/2025Janney Capital Management LLC17,911$668K0.0%N/A0.110%
1/13/2025AdvisorNet Financial Inc783$29K0.0%-53.7%0.005%
1/10/2025Fortitude Family Office LLC16,665$622K0.2%N/A0.102%
11/15/2024Integrated Wealth Concepts LLC10,576$409K0.0%N/A0.065%
10/29/2024Farther Finance Advisors LLC972$38K0.0%+97,100.0%0.006%
10/28/2024Creative Financial Designs Inc. ADV8,404$325K0.0%+29.8%0.051%
10/28/2024Congress Asset Management Co.51,237$1.98M0.0%-38.1%0.313%
8/12/2024Waterloo Capital L.P.9,526$352K0.0%-21.8%0.058%
8/8/2024Syntrinsic LLC7,582$267K0.1%-3.5%0.046%
8/8/2024VitalStone Financial LLC1,180$44K0.0%-43.2%0.007%
7/31/2024Rothschild Investment LLC29,650$1.10M0.1%N/A0.181%
7/26/2024Cambridge Investment Research Advisors Inc.96,937$3.58M0.0%-10.0%0.593%
5/17/2024Comerica Bank4,255$157K0.0%-89.5%0.026%
5/9/2024JDM Financial Group LLC9,065$334K0.2%+20.7%0.055%
5/3/2024United Community Bank1,425$52K0.0%N/A0.009%
5/2/2024USAdvisors Wealth Management LLC6,601$243K0.1%-7.1%0.040%
4/25/2024Cambridge Investment Research Advisors Inc.107,698$3.97M0.0%-7.1%0.647%
4/11/2024Congress Asset Management Co. MA54,866$2.02M0.0%-57.7%0.288%
3/4/2024Congress Asset Management Co. MA129,735$4.69M0.0%+262.3%0.681%
2/15/2024Comerica Bank40,355$1.46M0.0%+986.0%0.212%
2/14/2024VitalStone Financial LLC2,007$73K0.1%-37.0%0.011%
2/14/2024Waterloo Capital L.P.18,394$665K0.1%+122.5%0.097%
2/9/2024Cambridge Investment Research Advisors Inc.115,941$4.19M0.0%-16.4%0.609%
2/8/2024Janney Montgomery Scott LLC27,824$1.01M0.0%+189.1%0.146%
2/5/2024JDM Financial Group LLC7,510$271K0.2%+21.2%0.039%
1/29/2024Plan Group Financial LLC12,068$436K0.4%-7.3%0.063%
1/26/2024Bay Harbor Wealth Management LLC3,279$119K0.0%-14.1%0.017%
1/19/2024AdvisorNet Financial Inc1,893$68K0.0%+18.0%0.010%
1/18/2024WestEnd Advisors LLC5,486$198K0.0%+1,552.4%0.029%
1/10/2024Creative Financial Designs Inc. ADV7,638$276K0.0%-6.1%0.040%
11/16/2023VitalStone Financial LLC3,184$109K0.1%-13.0%0.017%
11/13/2023Cary Street Partners Investment Advisory LLC800$27K0.0%-87.1%0.004%
11/13/2023Plan Group Financial LLC13,019$442K0.3%N/A0.068%
11/9/2023Curran Financial Partners LLC259,257$8.81M3.8%+76.9%1.361%
11/8/2023Cornerstone Planning Group LLC977$33K0.0%+214.1%0.005%
11/8/2023Janney Montgomery Scott LLC9,625$327K0.0%N/A0.051%
11/1/2023Congress Asset Management Co. MA35,805$1.22M0.0%+136.2%0.188%
10/25/2023Bay Harbor Wealth Management LLC3,817$130K0.1%-23.2%0.020%
10/24/2023Cambridge Investment Research Advisors Inc.138,647$4.71M0.0%-8.9%0.728%
8/21/2023VitalStone Financial LLC3,658$127K0.1%-40.6%0.019%
8/14/2023American Trust7,278$294K0.0%N/A0.038%
8/7/2023JDM Financial Group LLC6,060$214K0.2%+38.3%0.032%
8/1/2023USAdvisors Wealth Management LLC6,953$245K0.1%-11.8%0.035%
7/27/2023Congress Asset Management Co. MA15,157$534K0.0%-72.0%0.077%
7/26/2023Creative Financial Designs Inc. ADV8,680$306K0.0%-4.0%0.044%
7/13/2023Cambridge Investment Research Advisors Inc.152,149$5.36M0.0%-1.8%0.776%
5/11/2023Cambridge Investment Research Advisors Inc.154,891$5.42M0.0%-14.7%0.790%
5/5/2023Silver Oak Securities Incorporated12,660$443K0.1%-4.6%0.065%
4/25/2023IAG Wealth Partners LLC1,900$66K0.0%N/A0.009%
4/21/2023Congress Asset Management Co. MA54,142$1.89M0.0%-83.9%0.244%
4/21/2023Harbor Investment Advisory LLC1,608$56K0.0%-77.2%0.007%
4/13/2023USAdvisors Wealth Management LLC7,883$276K0.1%-4.7%0.036%
4/12/2023Clearview Wealth Advisors LLC2,957$103K0.1%-24.2%0.013%
2/10/2023USAdvisors Wealth Management LLC8,273$278K0.1%-24.5%0.040%
2/8/2023Cambridge Investment Research Advisors Inc.181,655$6.11M0.0%-1.9%0.871%
2/2/2023Silver Oak Securities Incorporated13,265$446K0.1%N/A0.064%
2/1/2023Janney Capital Management LLC17,175$577K0.0%N/A0.082%
2/1/2023Creative Financial Designs Inc. ADV8,891$299K0.0%-8.8%0.043%
2/1/2023Janney Montgomery Scott LLC136,612$4.59M0.0%+827.9%0.655%
1/31/2023Clearview Wealth Advisors LLC3,899$131K0.1%-38.2%0.019%
1/30/2023VitalStone Financial LLC6,507$217K0.1%N/A0.031%
1/26/2023Arden Trust Co28,331$952K0.2%N/A0.122%
1/25/2023Bay Harbor Wealth Management LLC5,241$176K0.1%-38.0%0.022%
1/24/2023Harbor Investment Advisory LLC7,040$237K0.0%+412.0%0.030%
1/20/2023Arden Trust Co28,331$952K0.2%N/A0.114%
1/18/2023Congress Asset Management Co. MA335,816$11.29M0.1%N/A1.322%
1/13/2023AdvisorNet Financial Inc1,543$52K0.0%+40.5%0.006%
1/11/2023JDM Financial Group LLC4,220$142K0.1%N/A0.017%
12/5/2022LFS Asset Management64,681$2.11M2.1%-0.5%0.259%
11/16/2022Sentinus LLC6,757$220K0.1%N/A0.027%
11/16/2022Almanack Investment Partners LLC.3,000$98K0.0%N/A0.012%
11/15/2022USAdvisors Wealth Management LLC10,954$357K0.2%-3.9%0.044%
11/15/2022Cary Street Partners Investment Advisory LLC6,200$202K0.0%N/A0.025%
11/1/2022Harbor Investment Advisory LLC1,375$45K0.0%-84.6%0.006%
11/1/2022Creative Financial Designs Inc. ADV9,749$318K0.1%-22.0%0.039%
10/25/2022Janney Montgomery Scott LLC14,723$480K0.0%-58.0%0.053%
(Data available from 1/1/2016 forward)

AOK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOK shares?

During the previous two years, 37 institutional investors and hedge funds held shares of iShares Core 30/70 Conservative Allocation ETF. The most heavily invested institutionals were Curran Financial Partners LLC ($8.81M), Cambridge Investment Research Advisors Inc. ($3.58M), Congress Asset Management Co. MA ($2.02M), Congress Asset Management Co. ($1.96M), Ameriprise Financial Inc. ($1.75M), United Capital Financial Advisors LLC ($1.56M), and Janney Montgomery Scott LLC ($1.41M).Learn more on iShares Core 30/70 Conservative Allocation ETF's institutional investors.

Which institutional investors have been buying iShares Core 30/70 Conservative Allocation ETF's stock?

Of the 30 institutional investors that purchased iShares Core 30/70 Conservative Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Congress Asset Management Co. ($114.77K), Congress Asset Management Co. MA ($114.58K), Curran Financial Partners LLC ($112.70K), Janney Montgomery Scott LLC ($65.68K), United Capital Financial Advisors LLC ($41.90K), BlueStem Wealth Partners LLC ($38.50K), and Comerica Bank ($36.64K).

How much institutional buying is happening at iShares Core 30/70 Conservative Allocation ETF?

Institutional investors have bought a total of 334,017 shares in the last 24 months. This purchase volume represents approximately $12.51M in transactions.

Which of iShares Core 30/70 Conservative Allocation ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Core 30/70 Conservative Allocation ETF stock in the last 24 months: Congress Asset Management Co. ($147.38K), Ameriprise Financial Inc. ($20.85K), Waterloo Capital L.P. ($8.92K), BlueStem Wealth Partners LLC ($1.03K), AdvisorNet Financial Inc ($909.00), Creative Financial Designs Inc. ADV ($872.00), and Costello Asset Management INC ($300.00).

How much institutional selling is happening at iShares Core 30/70 Conservative Allocation ETF?

Institutional investors have sold a total of 180,261 shares in the last 24 months. This volume of shares sold represents approximately $7.00M in transactions.


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This page (NYSEARCA:AOK) was last updated on 9/21/2025 by MarketBeat.com Staff
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