iShares Core 30/70 ConservatAOKETF
13F holders, Q1 2024 (March 31)154holders
1famous investor
$36.99avg. 13F price*
At the end of Q1 2024, 154 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings. The largest holders were Atlas Capital Advisors Inc. ($19.1M), LPL Financial LLC ($16.5M) and BlackRock Inc. ($11.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core 30/70 Conservat
- CUSIP
- 464289883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.7M |
| Exits | 20 | $25.5M |
Ownership 154 holders
| Atlas Capital Advisors Inc. | 2.99% | No change | 518,500 | $19.1M |
| LPL Financial LLC | 0.01% | Add +0.1% | 449,030 | $16.5M |
| BlackRock Inc. | 0.00% | Reduce -2.0% | 320,922 | $11.8M |
| Lido Advisors, LLC | 0.09% | Reduce -18.5% | 283,701 | $10.4M |
| National Bank of Canada | 0.01% | Add +49.6% | 228,891 | $8.3M |
| Morgan Stanley | 0.00% | Reduce -16.3% | 173,766 | $6.4M |
| Wells Fargo & Company | 0.00% | Reduce -65.7% | 168,056 | $6.2M |
| Curran Financial Partners, LLC | 2.10% | Add +3.0% | 163,639 | $6.0M |
| Weaver Consulting Group | 2.11% | Reduce -3.4% | 154,932 | $5.7M |
| GeoWealth Management, LLC | 0.21% | Reduce -35.5% | 150,788 | $5.6M |
| Investment Advisory Group, LLC | 2.22% | Add +0.7% | 145,646 | $5.4M |
| WNY Asset Management, LLC | 0.74% | Reduce -13.0% | 132,032 | $4.9M |
| Bank of America Corp. | 0.00% | Reduce -47.9% | 127,877 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.1% | 107,698 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.1% | 106,008 | $3.9M |
| SageView Advisory Group, LLC | 0.18% | New | 70,682 | $3.6M |
| Archvest Wealth Advisors, Inc. | 2.26% | Add +0.4% | 87,090 | $3.2M |
| Trilogy Capital Inc. | 0.17% | Reduce -3.6% | 79,940 | $2.9M |
| Brookstone Capital Management | 0.05% | Reduce -9.8% | 76,932 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.8% | 71,464 | $2.6M |
| Congress Asset Management Co. | 0.01% | Reduce -57.7% | 54,866 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +341.1% | 54,230 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +4.0% | 49,425 | $1.8M |
| Consilium Wealth Advisory, LLC | 0.99% | Reduce -1.2% | 47,894 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.8% | 40,262 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -69.6% | 39,760 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -48.9% | 37,802 | $1.4M |
| UBS Group AG | 0.00% | Reduce -3.9% | 37,681 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -2.3% | 35,529 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -9.8% | 35,457 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 33,081 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.3% | 31,844 | $1.2M |
| Citadel Advisors | 0.00% | Add +12.2% | 31,553 | $1.2M |
| Rothschild Investment LLC | 0.08% | No change | 29,650 | $1.1M |
| Rothschild Wealth LLC | 0.38% | — | 29,108 | $1.1M |
| Charles Schwab Trust Co | 0.10% | New | 28,959 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +13.8% | 27,285 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -29.5% | 27,026 | $995K |
| RDA Financial Network | 0.33% | Reduce -3.6% | 26,370 | $971K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -65.0% | 26,076 | $960K |
| Capital Investment Advisory Services, LLC | 0.10% | No change | 25,259 | $930K |
| Eight 31 Financial, LLC | 0.58% | New | 25,180 | $927K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +29.4% | 21,966 | $809K |
| Darwin Wealth Management, LLC | 0.20% | Reduce -8.6% | 19,239 | $708K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.1% | 18,793 | $692K |
| Camarda Financial Advisors, LLC | 0.27% | Reduce -2.8% | 18,011 | $663K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 17,733 | $653K |
| Waverly Advisors, LLC | 0.02% | Add +16.9% | 17,620 | $649K |
| Modera Wealth Management, LLC | 0.01% | Add +1.0% | 16,896 | $622K |
| REDW Wealth LLC | 0.17% | No change | 16,665 | $614K |
| Wealth Forward, LLC | 0.47% | Add +0.7% | 16,333 | $601K |
| Valley Financial Group, Inc. | 0.44% | Reduce -2.6% | 15,858 | $584K |
| Assetmark, Inc. | 0.00% | Reduce -36.6% | 15,688 | $578K |
| Aveo Capital Partners, LLC | 0.06% | No change | 15,752 | $571K |
| First Personal Financial Services | 0.11% | Add +1.4% | 13,385 | $493K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.4% | 13,353 | $492K |
| Gainplan LLC | 0.23% | No change | 13,149 | $484K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.1% | 13,091 | $482K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -94.1% | 12,442 | $458K |
| Waterloo Capital, L.P. | 0.06% | Reduce -33.8% | 12,182 | $449K |
| Mills Wealth Advisors LLC | 0.33% | Reduce -4.0% | 12,060 | $444K |
| Prosperity Consulting Group, LLC | 0.05% | Add +85.3% | 11,597 | $427K |
| Plan Group Financial, LLC | 0.28% | Reduce -5.4% | 11,417 | $420K |
| TRUE Private Wealth Advisors | 0.05% | Add +6.5% | 11,380 | $419K |
| Belpointe Asset Management LLC | 0.03% | Add +0.5% | 11,371 | $419K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -81.3% | 11,303 | $416K |
| Raymond James & Associates | 0.00% | Reduce -97.5% | 11,068 | $408K |
| Spire Wealth Management | 0.01% | Reduce -9.1% | 10,844 | $399K |
| Millington Financial Advisors, LLC | 0.27% | Add +6.8% | 10,472 | $386K |
| Qube Research & Technologies Ltd | 0.00% | Add +55.3% | 10,115 | $372K |
| MML Investors Services, LLC | 0.00% | Reduce -10.2% | 9,653 | $355K |
| Chicago Partners Investment Group LLC | 0.01% | Add +12.8% | 9,749 | $350K |
| Legacy Financial Group LLC | 0.07% | New | 9,510 | $350K |
| Reston Wealth Management LLC | 0.14% | Reduce -8.0% | 9,463 | $348K |
| Bank of Montreal | 0.00% | Add +0.8% | 9,170 | $338K |
| JDM Financial Group LLC | 0.24% | Add +20.7% | 9,065 | $334K |
| National Wealth Management Group, LLC | 0.25% | No change | 8,825 | $325K |
| Stifel Financial Corp. | 0.00% | Reduce -61.0% | 8,400 | $309K |
| Dakota Wealth Management | 0.01% | No change | 8,035 | $296K |
| Equitable Holdings, Inc. | 0.00% | Reduce -16.1% | 7,890 | $291K |
| Advisory Alpha, LLC | 0.01% | Reduce -15.7% | 7,714 | $284K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.1% | 7,694 | $281K |
| Syntrinsic LLC | 0.09% | Add +1.3% | 7,858 | $277K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 6,969 | $257K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.8% | 6,959 | $256K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.8% | 6,959 | $256K |
| Integrity Financial Corp | 0.18% | Reduce -10.3% | 6,942 | $256K |
| Verus Capital Partners, LLC | 0.03% | New | 6,718 | $247K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.0% | 6,638 | $244K |
| Thrivent Financial for Lutherans | 0.00% | Add +13.2% | 6,638 | $244K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.5% | 6,606 | $243K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -7.1% | 6,601 | $243K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -1.0% | 6,638 | $242K |
| Insight Wealth Partners, LLC | 0.15% | No change | 6,470 | $238K |
| Prospera Financial Services Inc | 0.01% | Add +5.0% | 6,222 | $229K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +106.6% | 6,220 | $229K |
| Eagle Strategies LLC | 0.05% | New | 6,028 | $222K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +1.3% | 5,998 | $221K |
| Western Wealth Management, LLC | 0.02% | No change | 5,660 | $208K |
| IFP Advisors, Inc | 0.01% | Add +1.0% | 5,472 | $202K |
"% of holder's portfolio" is AOK's weight in each manager's 13F, not the share of iShares Core 30/70 Conservat the manager owns.