iShares Core 30/70 ConservatAOKETF
13F holders, Q3 2024 (September 30)155holders −6
12new positions
18sold out
1famous investor
$38.65avg. 13F price*
At the end of Q3 2024, 155 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, down 6 from Q2 2024. 12 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($17.8M), BlackRock, Inc. ($12.4M) and Lido Advisors, LLC ($7.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.2M |
| Exits | 18 | $24.2M |
All 13F filers, Q2 2024 → Q3 2024: 602,907 shares bought and 995,372 shares sold, net −392,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| LPL Financial LLC | 0.01% | Add +9.3% | 459,837 | $17.8M |
| BlackRock, Inc. | 0.00% | — | 321,546 | $12.4M |
| Lido Advisors, LLC | 0.06% | Reduce -9.0% | 204,827 | $7.9M |
| GeoWealth Management, LLC | 0.26% | Add +1405.9% | 191,566 | $7.4M |
| Curran Financial Partners, LLC | 1.98% | Add +7.6% | 180,674 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 167,778 | $6.5M |
| Weaver Consulting Group | 1.85% | Reduce -0.8% | 150,258 | $5.8M |
| Elevation Capital Advisory, LLC | 2.51% | New | 146,870 | $5.7M |
| Investment Advisory Group, LLC | 1.91% | Reduce -0.3% | 142,492 | $5.5M |
| Archvest Wealth Advisors, Inc. | 2.53% | Add +0.1% | 103,081 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +15.7% | 93,073 | $3.6M |
| Trilogy Capital Inc. | 0.18% | Add +17.8% | 92,961 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.7% | 92,344 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 90,578 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 69,736 | $2.7M |
| Foundations Investment Advisors, LLC | 0.05% | Add +38.9% | 66,484 | $2.6M |
| Brookstone Capital Management | 0.04% | Reduce -8.8% | 64,538 | $2.5M |
| Thrive Capital Management, LLC | 1.14% | Reduce -7.6% | 62,537 | $2.4M |
| Legacy Capital Wealth Partners, LLC | 0.42% | Reduce -5.3% | 54,067 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +11.9% | 53,378 | $2.1M |
| Congress Asset Management Co. | 0.01% | Reduce -38.1% | 51,237 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -23.9% | 46,712 | $1.8M |
| Old Mission Capital LLC | 0.03% | New | 40,381 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 36,963 | $1.4M |
| Eight 31 Financial, LLC | 1.08% | Add +37.6% | 35,917 | $1.4M |
| Consilium Wealth Advisory, LLC | 0.76% | Reduce -0.7% | 35,852 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 35,633 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -8.2% | 35,548 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.3% | 34,312 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -4.4% | 32,607 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.12% | Reduce -29.9% | 30,143 | $1.2M |
| Rothschild Investment LLC | 0.08% | No change | 29,650 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.7% | 26,912 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +8.9% | 26,838 | $1.0M |
| UBS Group AG | 0.00% | Add +17.3% | 26,438 | $1.0M |
| Waverly Advisors, LLC | 0.02% | Add +0.9% | 25,309 | $978K |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -0.1% | 24,958 | $965K |
| RDA Financial Network | 0.29% | Reduce -2.7% | 24,385 | $943K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.0% | 23,838 | $922K |
| GTS Securities LLC | 0.02% | New | 23,800 | $920K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.6% | 22,805 | $882K |
| Onyx Bridge Wealth Group LLC | 0.13% | Add +3.9% | 22,249 | $860K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +0.2% | 21,819 | $844K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 20,265 | $783K |
| Waterloo Capital, L.P. | 0.08% | Add +107.2% | 19,740 | $763K |
| Darwin Wealth Management, LLC | 0.19% | New | 17,629 | $682K |
| Camarda Financial Advisors, LLC | 0.26% | Reduce -1.2% | 17,607 | $681K |
| Rothschild Wealth LLC | 0.20% | Reduce -36.1% | 18,189 | $672K |
| Lakeridge Wealth Management LLC | 0.37% | Reduce -4.3% | 17,325 | $670K |
| REDW Wealth LLC | 0.17% | No change | 16,665 | $644K |
| Wealth Forward, LLC | 0.45% | Add +0.5% | 16,470 | $637K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.2% | 16,467 | $637K |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 16,454 | $636K |
| Prosperity Consulting Group, LLC | 0.05% | Add +8.2% | 16,255 | $628K |
| Assetmark, Inc. | 0.00% | Add +2.5% | 16,076 | $622K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -0.6% | 15,436 | $597K |
| Valley Financial Group, Inc. | 0.41% | Reduce -2.5% | 15,087 | $583K |
| Equitable Holdings, Inc. | 0.01% | Add +47.6% | 14,932 | $577K |
| AE Wealth Management LLC | 0.01% | Reduce -58.3% | 14,832 | $573K |
| First Personal Financial Services | 0.11% | Add +3.6% | 13,448 | $520K |
| Mariner, LLC | 0.00% | Add +0.1% | 12,363 | $478K |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 12,324 | $476K |
| Plan Group Financial, LLC | 0.25% | Add +0.6% | 12,224 | $473K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.7% | 12,027 | $465K |
| TRUE Private Wealth Advisors | 0.05% | No change | 11,380 | $440K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -30.5% | 11,165 | $432K |
| Raymond James & Associates | 0.00% | Reduce -34.9% | 10,759 | $416K |
| Integrated Wealth Concepts LLC | 0.01% | New | 10,576 | $409K |
| Millington Financial Advisors, LLC | 0.24% | Add +2.4% | 10,104 | $391K |
| Mills Wealth Advisors LLC | 0.26% | Reduce -9.6% | 9,865 | $381K |
| Spire Wealth Management | 0.01% | No change | 9,774 | $378K |
| Insight Wealth Partners, LLC | 0.22% | Add +45.3% | 9,401 | $363K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 9,496 | $360K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -0.0% | 8,876 | $343K |
| Bank of Montreal | 0.00% | Reduce -32.1% | 8,700 | $337K |
| WNY Asset Management, LLC | 0.04% | Reduce -81.3% | 8,502 | $329K |
| Creative Financial Designs Inc. | 0.03% | Add +29.8% | 8,404 | $325K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 8,205 | $317K |
| Redmond Asset Management, LLC | 0.10% | No change | 8,060 | $312K |
| Verus Capital Partners, LLC | 0.03% | No change | 7,718 | $298K |
| Tempus Wealth Planning, LLC | 0.11% | Add +29.5% | 7,446 | $288K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -54.5% | 7,363 | $285K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.2% | 7,101 | $272K |
| Cwm, LLC | 0.00% | Add +0.4% | 6,996 | $270K |
| Syntrinsic LLC | 0.09% | Reduce -3.2% | 7,339 | $270K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,959 | $269K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,959 | $269K |
| TD Waterhouse Canada Inc. | 0.00% | Add +60.1% | 6,947 | $268K |
| Well Done, LLC | 0.05% | No change | 6,874 | $266K |
| Dakota Wealth Management | 0.01% | No change | 6,779 | $262K |
| Integrity Financial Corp | 0.15% | Reduce -1.8% | 6,672 | $258K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -2.7% | 6,450 | $249K |
| Ellenbecker Investment Group | 0.05% | Reduce -0.2% | 6,418 | $248K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,352 | $246K |
| Sovereign Financial Group, Inc. | 0.06% | New | 6,257 | $242K |
| Prospera Financial Services Inc | 0.01% | No change | 6,222 | $241K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +1.2% | 6,068 | $235K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -3.3% | 5,920 | $229K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.2% | 5,779 | $223K |
| Diversify Wealth Management, LLC | 0.02% | New | 5,839 | $221K |
"% 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.