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

iShares Core 30/70 Conservative Allocation ETF logo
$41.30 0.00 (0.00%)
As of 07/2/2026 04:10 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)
$26.95M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$10.96M
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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
5/18/2026Sunbelt Securities Inc.816$33K0.0%+127.9%0.004%
4/22/2026Janney Montgomery Scott LLC5,025$200K0.0%-80.6%0.027%
2/27/2026Strategic Investment Solutions Inc. IL388,741$15.60M3.7%N/A2.154%
2/13/2026Integrated Wealth Concepts LLC19,929$800K0.0%+15.0%0.110%
2/13/2026Golden State Wealth Management LLC657$26K0.0%-75.1%0.004%
2/11/2026Janney Montgomery Scott LLC25,929$1.04M0.0%N/A0.144%
2/11/2026IMA Advisory Services Inc.3,000$120K0.0%-11.3%0.017%
2/10/2026Waterloo Capital L.P.36,058$1.45M0.1%+157.7%0.200%
2/6/2026BlueStem Wealth Partners LLC31,382$1.26M0.1%-7.3%0.174%
2/6/2026Creative Financial Designs Inc. ADV14,975$601K0.0%+3.1%0.083%
2/5/2026Legacy Financial Group LLC9,191$373K0.0%+7.7%0.051%
1/30/2026Kohmann Bosshard Financial Services LLC753$30K0.0%N/A0.004%
1/23/2026Farther Finance Advisors LLC2,765$111K0.0%+175.1%0.015%
1/21/2026Flagship Harbor Advisors LLC2,426$97K0.0%N/A0.013%
1/20/2026Kelleher Financial Advisors3,931$158K0.0%N/A0.021%
1/9/2026Congress Asset Management Co.135,812$5.45M0.0%+222.0%0.732%
1/1/2026JPMorgan Chase & Co.40,825$1.64M0.0%N/A0.239%
12/2/2025IFP Advisors Inc4,832$194K0.0%-10.8%0.028%
11/19/2025First Commonwealth Financial Corp PA6,000$241K0.0%-14.3%0.035%
11/17/2025NewEdge Advisors LLC3,270$131K0.0%+59.9%0.019%
11/17/2025Integrated Wealth Concepts LLC17,327$696K0.0%N/A0.102%
11/17/2025Ameriprise Financial Inc.35,507$1.43M0.0%-20.7%0.208%
11/14/2025One Capital Management LLC17,986$722K0.0%-17.9%0.105%
11/12/2025USAdvisors Wealth Management LLC6,112$245K0.1%-7.1%0.036%
11/12/2025BlueStem Wealth Partners LLC33,863$1.36M0.2%-7.0%0.199%
11/12/2025Creative Financial Designs Inc. ADV14,527$583K0.0%+59.9%0.085%
11/7/2025JPMorgan Chase & Co.40,825$1.64M0.0%N/A0.239%
11/6/2025IMA Advisory Services Inc.3,384$136K0.0%-53.1%0.020%
11/6/2025Western Wealth Management LLC5,084$204K0.0%N/A0.030%
11/5/2025Waterloo Capital L.P.13,993$562K0.0%+31.2%0.082%
11/4/2025Transcendent Capital Group LLC7,713$310K0.1%+31.2%0.045%
10/29/2025Root Financial Partners LLC814$33K0.0%N/A0.005%
10/29/2025Archvest Wealth Advisors Inc.11,536$463K0.4%-88.8%0.068%
10/10/2025Congress Asset Management Co.42,176$1.69M0.0%-15.9%0.256%
8/15/2025Ameriprise Financial Inc.44,751$1.75M0.0%-31.8%0.276%
8/12/2025Waterloo Capital L.P.10,664$417K0.0%+17.8%0.066%
8/8/2025IMA Advisory Services Inc.7,212$267K0.0%+4.2%0.045%
8/6/2025Golden State Wealth Management LLC2,643$103K0.0%N/A0.016%
8/4/2025Creative Financial Designs Inc. ADV9,084$355K0.0%+5.5%0.056%
7/25/2025Transcendent Capital Group LLC5,877$230K0.1%N/A0.036%
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7/16/2025Congress Asset Management Co.50,155$1.96M0.0%-68.5%0.298%
7/15/2025TD 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%
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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%


AOK Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of iShares Core 30/70 Conservative Allocation ETF. The most heavily invested institutionals were Strategic Investment Solutions Inc. IL ($15.60M), Congress Asset Management Co. ($5.45M), Cambridge Investment Research Advisors Inc. ($3.58M), JPMorgan Chase & Co. ($1.64M), United Capital Financial Advisors LLC ($1.56M), Waterloo Capital L.P. ($1.45M), and Ameriprise Financial Inc. ($1.43M).Learn more on iShares Core 30/70 Conservative Allocation ETF's institutional investors.

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: Strategic Investment Solutions Inc. IL ($388.74K), Congress Asset Management Co. ($208.40K), JPMorgan Chase & Co. ($81.65K), Janney Montgomery Scott LLC ($63.78K), United Capital Financial Advisors LLC ($41.90K), BlueStem Wealth Partners LLC ($38.50K), and Integrated Wealth Concepts LLC ($30.51K).

Institutional investors have bought a total of 671,756 shares in the last 24 months. This purchase volume represents approximately $26.95M in transactions.

Of the 11 institutional investors that sold iShares Core 30/70 Conservative Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Congress Asset Management Co. ($116.99K), Archvest Wealth Advisors Inc. ($91.51K), Ameriprise Financial Inc. ($30.09K), Janney Montgomery Scott LLC ($20.90K), BlueStem Wealth Partners LLC ($5.01K), IMA Advisory Services Inc. ($4.21K), and One Capital Management LLC ($3.93K).

Institutional investors have sold a total of 276,691 shares in the last 24 months. This volume of shares sold represents approximately $10.96M in transactions.


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This page (NYSEARCA:AOK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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