iShares Core 30/70 ConservatAOKETF
13F holders, Q4 2024 (December 31)166holders +11
26new positions
16sold out
$37.30avg. 13F price*
At the end of Q4 2024, 166 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, up 11 from Q3 2024. 26 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($25.2M), Raymond James Financial Inc. ($23.1M) and Cetera Investment Advisers ($18.5M).
- Company
- iShares Core 30/70 Conservat
- CUSIP
- 464289883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $48.2M |
| Exits | 16 | $11.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,591,193 shares bought and 580,399 shares sold, net +2,010,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Envestnet Asset Management Inc. | 0.01% | New | 674,485 | $25.2M |
| Raymond James Financial Inc. | 0.01% | — | 618,407 | $23.1M |
| Cetera Investment Advisers | 0.04% | Add +828.4% | 495,555 | $18.5M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 454,491 | $17.0M |
| Forefront Analytics, LLC | 6.02% | New | 347,277 | $13.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 317,134 | $11.8M |
| Morgan Stanley | 0.00% | Add +86.1% | 312,275 | $11.6M |
| Curran Financial Partners, LLC | 2.45% | Add +38.2% | 249,734 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +166.6% | 248,094 | $9.3M |
| Bank of America Corp. | 0.00% | Add +142.2% | 219,351 | $8.2M |
| Lido Advisors, LLC | 0.04% | Reduce -6.7% | 191,097 | $7.1M |
| Congress Asset Management Co. | 0.04% | Add +224.0% | 166,004 | $6.2M |
| Weaver Consulting Group | 1.74% | Add +0.9% | 151,665 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +215.9% | 147,549 | $5.5M |
| Investment Advisory Group, LLC | 1.75% | Reduce -1.4% | 140,467 | $5.2M |
| Archvest Wealth Advisors, Inc. | 3.05% | Add +9.4% | 112,764 | $4.2M |
| Trilogy Capital Inc. | 0.19% | Add +6.0% | 98,512 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.3% | 91,167 | $3.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -59.9% | 76,748 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 72,324 | $2.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -16.4% | 55,555 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.50% | No change | 54,067 | $2.0M |
| Thrive Capital Management, LLC | 0.89% | Reduce -17.2% | 51,795 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -26.3% | 47,597 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +265.7% | 45,071 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | New | 43,544 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | New | 41,898 | $1.6M |
| BlueStem Wealth Partners, LLC | 0.19% | — | 38,503 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | New | 37,853 | $1.4M |
| Eight 31 Financial, LLC | 1.04% | Add +2.2% | 36,722 | $1.4M |
| Consilium Wealth Advisory, LLC | 0.65% | Add +1.5% | 36,381 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 35,817 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.7% | 33,761 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 33,141 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.1% | 32,198 | $1.2M |
| Rik Saylor Financial, Inc. | 1.07% | — | 31,150 | $1.2M |
| Rothschild Investment LLC | 0.07% | No change | 29,650 | $1.1M |
| Rothschild Wealth LLC | 0.32% | Add +60.8% | 29,249 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +5.7% | 28,374 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -15.0% | 27,704 | $1.0M |
| UBS Group AG | 0.00% | Add +4.0% | 27,481 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +2.4% | 25,905 | $966K |
| Onyx Bridge Wealth Group LLC | 0.13% | Add +10.2% | 24,508 | $914K |
| National Bank of Canada | 0.00% | Add +19.8% | 24,279 | $906K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -12.4% | 23,582 | $880K |
| Jane Street Group, LLC | 0.00% | New | 23,571 | $879K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +7.6% | 23,482 | $876K |
| Comerica Bank | 0.00% | Add +1417.8% | 23,132 | $863K |
| Atalanta Sosnoff Capital, LLC | 0.02% | New | 22,636 | $844K |
| Madrid Financial Services | 0.66% | — | 22,368 | $834K |
| RDA Financial Network | 0.23% | Reduce -13.5% | 21,089 | $787K |
| Equitable Holdings, Inc. | 0.01% | Add +29.7% | 19,367 | $722K |
| Modera Wealth Management, LLC | 0.01% | Add +12.4% | 18,495 | $690K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.8% | 18,073 | $674K |
| Assetmark, Inc. | 0.00% | Add +12.3% | 18,057 | $674K |
| Camarda Financial Advisors, LLC | 0.25% | Add +2.0% | 17,952 | $670K |
| Janney Capital Management LLC | 0.04% | New | 17,911 | $668K |
| Lakeridge Wealth Management LLC | 0.33% | Add +0.3% | 17,371 | $648K |
| Fortitude Family Office, LLC | 0.22% | Add +0.0% | 16,665 | $622K |
| Aveo Capital Partners, LLC | 0.07% | Add +6.7% | 16,471 | $614K |
| Wealth Forward, LLC | 0.43% | Reduce -1.0% | 16,302 | $608K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -46.3% | 16,189 | $604K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.7% | 16,017 | $597K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -1.8% | 15,964 | $595K |
| Hantz Financial Services, Inc. | 0.01% | New | 15,872 | $592K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 14,465 | $540K |
| AE Wealth Management LLC | 0.00% | Reduce -3.5% | 14,319 | $534K |
| Valley Financial Group, Inc. | 0.36% | Reduce -7.5% | 13,960 | $521K |
| Mariner, LLC | 0.00% | Add +5.0% | 12,979 | $484K |
| TRUE Private Wealth Advisors | 0.05% | No change | 11,380 | $424K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.6% | 10,989 | $410K |
| Waterloo Capital, L.P. | 0.04% | Reduce -45.2% | 10,821 | $404K |
| Plan Group Financial, LLC | 0.21% | Reduce -14.6% | 10,444 | $390K |
| Millington Financial Advisors, LLC | 0.22% | No change | 10,104 | $381K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.2% | 10,200 | $380K |
| Darwin Wealth Management, LLC | 0.12% | Reduce -43.9% | 9,884 | $369K |
| Truist Financial Corp. | 0.00% | New | 9,880 | $369K |
| Cwm, LLC | 0.00% | Add +39.8% | 9,777 | $365K |
| Spire Wealth Management | 0.01% | No change | 9,774 | $365K |
| Silver Oak Securities, Incorporated | 0.03% | Add +31.6% | 9,688 | $362K |
| Creative Financial Designs Inc. | 0.03% | Add +12.8% | 9,481 | $354K |
| Legacy Financial Group LLC | 0.06% | New | 9,433 | $352K |
| Insight Wealth Partners, LLC | 0.22% | No change | 9,401 | $351K |
| RTD Financial Advisors, Inc. | 0.04% | Add +1.3% | 8,989 | $335K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 8,487 | $317K |
| Bank of Montreal | 0.00% | Reduce -2.7% | 8,463 | $316K |
| Sovereign Financial Group, Inc. | 0.07% | Add +31.4% | 8,220 | $307K |
| Redmond Asset Management, LLC | 0.08% | No change | 8,060 | $301K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -17.4% | 7,845 | $292K |
| Verus Capital Partners, LLC | 0.03% | No change | 7,718 | $288K |
| Tempus Wealth Planning, LLC | 0.09% | Add +2.6% | 7,640 | $285K |
| Belpointe Asset Management LLC | 0.02% | New | 7,467 | $285K |
| WNY Asset Management, LLC | 0.03% | Reduce -11.2% | 7,551 | $282K |
| Well Done, LLC | 0.05% | No change | 6,874 | $266K |
| Mills Wealth Advisors LLC | 0.15% | Reduce -28.6% | 7,041 | $263K |
| Nicolet Advisory Services, LLC | 0.02% | Add +0.1% | 7,105 | $262K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.4% | 6,973 | $260K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.8% | 6,833 | $255K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.8% | 6,833 | $255K |
| IMA Advisory Services, Inc. | 0.03% | New | 6,876 | $243K |
"% 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.