iShares Core 30/70 ConservatAOKETF
13F holders, Q2 2024 (June 30)161holders +7
21new positions
12sold out
1famous investor
$36.94avg. 13F price*
At the end of Q2 2024, 161 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, up 7 from Q1 2024. 21 opened new positions and 12 sold out. The largest holders were Atlas Capital Advisors Inc. ($19.1M), LPL Financial LLC ($15.5M) and BlackRock Inc. ($12.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.5M |
| Exits | 12 | $6.9M |
All 13F filers, Q1 2024 → Q2 2024: 542,758 shares bought and 1,001,390 shares sold, net −458,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Atlas Capital Advisors Inc. | 2.49% | No change | 518,500 | $19.1M |
| LPL Financial LLC | 0.01% | Reduce -6.3% | 420,735 | $15.5M |
| BlackRock Inc. | 0.00% | Add +2.1% | 327,655 | $12.1M |
| Lido Advisors, LLC | 0.07% | Reduce -20.7% | 225,055 | $8.3M |
| Morgan Stanley | 0.00% | Add +0.3% | 174,366 | $6.4M |
| Curran Financial Partners, LLC | 2.07% | Add +2.6% | 167,918 | $6.2M |
| Weaver Consulting Group | 1.95% | Reduce -2.2% | 151,485 | $5.6M |
| Investment Advisory Group, LLC | 2.04% | Reduce -1.9% | 142,861 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -19.2% | 103,343 | $3.8M |
| Archvest Wealth Advisors, Inc. | 2.51% | Add +18.3% | 103,013 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.0% | 96,937 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +127.3% | 91,532 | $3.4M |
| Congress Asset Management Co. | 0.02% | Add +50.9% | 82,769 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -52.1% | 80,447 | $3.0M |
| Trilogy Capital Inc. | 0.16% | Reduce -1.3% | 78,897 | $2.9M |
| Brookstone Capital Management | 0.04% | Reduce -8.0% | 70,801 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.1% | 68,537 | $2.5M |
| Thrive Capital Management, LLC | 1.14% | New | 67,691 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +62.4% | 61,384 | $2.3M |
| Legacy Capital Wealth Partners, LLC | 0.54% | New | 57,067 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +283.4% | 50,190 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | New | 47,874 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -12.0% | 47,705 | $1.8M |
| WNY Asset Management, LLC | 0.22% | Reduce -65.7% | 45,340 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -13.0% | 42,979 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +44.4% | 39,011 | $1.4M |
| Citadel Advisors | 0.00% | Add +22.7% | 38,716 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.8% | 38,417 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +205.7% | 38,031 | $1.4M |
| Consilium Wealth Advisory, LLC | 0.73% | Reduce -24.6% | 36,086 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -10.5% | 35,596 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 35,534 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -4.0% | 34,122 | $1.3M |
| Rothschild Investment LLC | 0.08% | No change | 29,650 | $1.1M |
| Rothschild Wealth LLC | 0.34% | Reduce -2.2% | 28,479 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -13.1% | 27,667 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.4% | 26,343 | $973K |
| Eight 31 Financial, LLC | 0.74% | Add +3.7% | 26,106 | $964K |
| Waverly Advisors, LLC | 0.02% | Add +42.4% | 25,085 | $926K |
| RDA Financial Network | 0.30% | Reduce -5.0% | 25,066 | $926K |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -1.1% | 24,985 | $923K |
| Harbour Investments, Inc. | 0.03% | Reduce -9.7% | 24,646 | $910K |
| UBS Group AG | 0.00% | Reduce -40.2% | 22,536 | $832K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.9% | 21,778 | $804K |
| Onyx Bridge Wealth Group LLC | 0.13% | New | 21,406 | $790K |
| National Bank of Canada | 0.00% | Reduce -91.1% | 20,425 | $751K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 18,540 | $685K |
| Lakeridge Wealth Management LLC | 0.40% | New | 18,099 | $668K |
| Camarda Financial Advisors, LLC | 0.26% | Reduce -1.0% | 17,828 | $658K |
| REDW Wealth LLC | 0.16% | No change | 16,665 | $615K |
| Raymond James & Associates | 0.00% | Add +49.4% | 16,534 | $611K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.0% | 16,395 | $605K |
| Wealth Forward, LLC | 0.47% | Add +0.3% | 16,388 | $605K |
| Silver Oak Securities, Incorporated | 0.09% | Add +43.3% | 16,195 | $598K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.4% | 16,061 | $593K |
| Assetmark, Inc. | 0.00% | Reduce -0.0% | 15,681 | $579K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -1.4% | 15,536 | $574K |
| Valley Financial Group, Inc. | 0.42% | Reduce -2.4% | 15,472 | $571K |
| Prosperity Consulting Group, LLC | 0.08% | Add +29.6% | 15,030 | $555K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 13,311 | $492K |
| First Personal Financial Services | 0.11% | Reduce -3.1% | 12,974 | $479K |
| Bank of Montreal | 0.00% | Add +39.8% | 12,817 | $476K |
| GeoWealth Management, LLC | 0.02% | Reduce -91.6% | 12,721 | $470K |
| Mariner, LLC | 0.00% | New | 12,354 | $456K |
| Plan Group Financial, LLC | 0.27% | Add +6.4% | 12,147 | $449K |
| Stifel Financial Corp. | 0.00% | Add +37.8% | 11,575 | $427K |
| JDM Financial Group LLC | 0.29% | Add +26.9% | 11,499 | $425K |
| TRUE Private Wealth Advisors | 0.05% | No change | 11,380 | $420K |
| Mills Wealth Advisors LLC | 0.29% | Reduce -9.6% | 10,908 | $403K |
| Equitable Holdings, Inc. | 0.00% | Add +28.2% | 10,118 | $374K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -61.8% | 9,969 | $368K |
| Millington Financial Advisors, LLC | 0.25% | Reduce -5.8% | 9,869 | $364K |
| Spire Wealth Management | 0.01% | Reduce -9.9% | 9,774 | $361K |
| Reston Wealth Management LLC | 0.14% | Add +2.5% | 9,699 | $358K |
| Waterloo Capital, L.P. | 0.04% | Reduce -21.8% | 9,526 | $352K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.2% | 9,435 | $352K |
| Legacy Financial Group LLC | 0.07% | Reduce -2.9% | 9,231 | $341K |
| RTD Financial Advisors, Inc. | 0.04% | New | 8,877 | $328K |
| Redmond Asset Management, LLC | 0.10% | New | 8,060 | $298K |
| Axxcess Wealth Management, LLC | 0.01% | Add +20.0% | 7,964 | $294K |
| MML Investors Services, LLC | 0.00% | Reduce -17.8% | 7,935 | $293K |
| Patton Albertson Miller Group, LLC | 0.04% | New | 7,859 | $290K |
| Verus Capital Partners, LLC | 0.03% | Add +14.9% | 7,718 | $285K |
| Belpointe Asset Management LLC | 0.02% | Reduce -34.6% | 7,435 | $275K |
| Syntrinsic LLC | 0.09% | Reduce -3.5% | 7,582 | $267K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -7.9% | 7,085 | $264K |
| Cwm, LLC | 0.00% | Add +0.0% | 6,970 | $257K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,959 | $257K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,959 | $257K |
| Well Done, LLC | 0.05% | New | 6,874 | $254K |
| Integrity Financial Corp | 0.16% | Reduce -2.1% | 6,795 | $251K |
| Dakota Wealth Management | 0.01% | Reduce -15.6% | 6,779 | $250K |
| Thrivent Financial for Lutherans | 0.00% | No change | 6,638 | $245K |
| USAdvisors Wealth Management, LLC | 0.09% | Add +0.5% | 6,632 | $244K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.0% | 6,473 | $239K |
| Insight Wealth Partners, LLC | 0.15% | No change | 6,470 | $239K |
| Ellenbecker Investment Group | 0.05% | New | 6,428 | $237K |
| National Wealth Management Group, LLC | 0.18% | Reduce -27.4% | 6,405 | $237K |
| Prospera Financial Services Inc | 0.01% | No change | 6,222 | $230K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -1.6% | 6,120 | $226K |
"% 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.