iShares Core 30/70 ConservatAOKETF
13F holders, Q1 2025 (March 31)151holders −15
15new positions
28sold out
$37.88avg. 13F price*
At the end of Q1 2025, 151 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, down 15 from Q4 2024. 15 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($17.7M), Curran Financial Partners, LLC ($15.3M) and BlackRock, Inc. ($12.3M).
- Company
- iShares Core 30/70 Conservat
- CUSIP
- 464289883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.7M |
| Exits | 28 | $25.4M |
All 13F filers, Q4 2024 → Q1 2025: 641,857 shares bought and 3,021,267 shares sold, net −2,379,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| LPL Financial LLC | 0.01% | Add +3.5% | 470,648 | $17.7M |
| Curran Financial Partners, LLC | 3.76% | Add +63.0% | 407,007 | $15.3M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 326,561 | $12.3M |
| Lido Advisors, LLC | 0.04% | Reduce -4.7% | 182,073 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -43.1% | 177,626 | $6.7M |
| Ameritas Advisory Services, LLC | 0.25% | New | 166,054 | $6.2M |
| Congress Asset Management Co. | 0.04% | Reduce -4.1% | 159,165 | $6.0M |
| Weaver Consulting Group | 1.66% | Reduce -3.4% | 146,565 | $5.5M |
| Investment Advisory Group, LLC | 1.82% | Add +2.9% | 144,566 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -48.7% | 127,224 | $4.8M |
| Trilogy Capital Inc. | 0.24% | Add +21.4% | 119,623 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -51.4% | 106,644 | $4.0M |
| Archvest Wealth Advisors, Inc. | 3.22% | Reduce -8.4% | 103,337 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.3% | 89,086 | $3.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +36.6% | 75,885 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -85.1% | 74,049 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 65,597 | $2.5M |
| Legacy Capital Wealth Partners, LLC | 0.54% | Add +7.4% | 58,079 | $2.2M |
| Visionary Wealth Advisors | 0.12% | New | 54,616 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -91.3% | 53,510 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +14.6% | 49,878 | $1.9M |
| Consilium Wealth Advisory, LLC | 0.92% | Add +33.4% | 48,548 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -93.4% | 44,323 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +46.0% | 40,452 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +16.4% | 39,284 | $1.5M |
| BlueStem Wealth Partners, LLC | 0.19% | Reduce -2.7% | 37,469 | $1.4M |
| Rothschild Wealth LLC | 0.39% | Add +25.6% | 36,721 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 35,868 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 34,336 | $1.3M |
| Mariner, LLC | 0.00% | Add +156.7% | 33,312 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.8% | 31,958 | $1.2M |
| National Bank of Canada | 0.00% | Add +28.3% | 31,143 | $1.2M |
| Onyx Bridge Wealth Group LLC | 0.17% | Add +26.2% | 30,935 | $1.2M |
| Rik Saylor Financial, Inc. | 1.02% | Reduce -0.9% | 30,878 | $1.2M |
| Rothschild Investment LLC | 0.07% | No change | 29,650 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +25.0% | 29,482 | $1.1M |
| UBS Group AG | 0.00% | Add +5.6% | 29,014 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.09% | New | 28,707 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -40.5% | 28,300 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -1.9% | 27,844 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -65.4% | 26,527 | $998K |
| One Capital Management, LLC | 0.03% | New | 24,781 | $933K |
| Stifel Financial Corp. | 0.00% | Reduce -45.2% | 24,709 | $930K |
| Waverly Advisors, LLC | 0.01% | Reduce -17.6% | 21,338 | $803K |
| T. Rowe Price Associates Inc. | 0.00% | New | 2,101 | $791K |
| RDA Financial Network | 0.23% | Reduce -2.6% | 20,540 | $773K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.5% | 18,882 | $711K |
| Assetmark, Inc. | 0.00% | Add +1.5% | 18,323 | $690K |
| Royal Bank of Canada | 0.00% | Reduce -87.6% | 18,312 | $689K |
| Madrid Financial Services | 0.48% | Reduce -20.9% | 17,687 | $666K |
| Wealth Forward, LLC | 0.47% | Add +7.6% | 17,540 | $660K |
| Camarda Financial Advisors, LLC | 0.28% | Reduce -6.5% | 16,780 | $631K |
| Modera Wealth Management, LLC | 0.01% | Reduce -10.6% | 16,537 | $622K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 15,884 | $598K |
| Prospera Financial Services Inc | 0.01% | Add +143.0% | 15,122 | $569K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -9.9% | 14,586 | $549K |
| Lakeridge Wealth Management LLC | 0.27% | Reduce -18.9% | 14,084 | $530K |
| AE Wealth Management LLC | 0.00% | Reduce -4.8% | 13,635 | $513K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -16.0% | 13,413 | $505K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -18.6% | 12,914 | $486K |
| Valley Financial Group, Inc. | 0.32% | Reduce -8.5% | 12,779 | $481K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.0% | 12,149 | $457K |
| Retireful, LLC | 0.42% | New | 38 | $442K |
| TRUE Private Wealth Advisors | 0.05% | No change | 11,380 | $428K |
| Sovereign Financial Group, Inc. | 0.10% | Add +33.9% | 11,003 | $414K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,989 | $414K |
| Plan Group Financial, LLC | 0.14% | Reduce -1.6% | 10,272 | $387K |
| Millington Financial Advisors, LLC | 0.23% | No change | 10,104 | $370K |
| Darwin Wealth Management, LLC | 0.12% | No change | 9,884 | $369K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 9,721 | $366K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.0% | 9,690 | $364K |
| Insight Wealth Partners, LLC | 0.21% | No change | 9,401 | $354K |
| Waterloo Capital, L.P. | 0.03% | Reduce -16.3% | 9,054 | $341K |
| RTD Financial Advisors, Inc. | 0.05% | Add +0.1% | 8,996 | $339K |
| Creative Financial Designs Inc. | 0.03% | Reduce -9.2% | 8,609 | $324K |
| Legacy Financial Group LLC | 0.05% | Reduce -9.8% | 8,507 | $320K |
| Bank of Montreal | 0.00% | No change | 8,463 | $318K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 8,232 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.9% | 8,174 | $308K |
| Redmond Asset Management, LLC | 0.08% | No change | 8,060 | $303K |
| Verus Capital Partners, LLC | 0.03% | No change | 7,718 | $290K |
| Prentice Wealth Management LLC | 0.08% | New | 7,674 | $289K |
| Tempus Wealth Planning, LLC | 0.09% | Add +0.1% | 7,646 | $288K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 7,353 | $277K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.2% | 7,277 | $274K |
| Spire Wealth Management | 0.01% | Reduce -27.2% | 7,112 | $268K |
| First Commonwealth Financial Corp | 0.06% | New | 7,000 | $263K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +23.3% | 6,988 | $263K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.3% | 7,128 | $260K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.8% | 6,887 | $259K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.8% | 6,887 | $259K |
| Well Done, LLC | 0.05% | Reduce -1.8% | 6,748 | $252K |
| IMA Advisory Services, Inc. | 0.03% | Add +0.7% | 6,921 | $247K |
| USAdvisors Wealth Management, LLC | 0.09% | Add +0.3% | 6,543 | $246K |
| Moss Adams Wealth Advisors LLC | 0.02% | Add +1.0% | 6,159 | $232K |
| Integrity Financial Corp | 0.13% | Reduce -1.9% | 6,052 | $228K |
| Dakota Wealth Management | 0.01% | Reduce -7.0% | 5,948 | $224K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 5,767 | $217K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,650 | $213K |
| IFP Advisors, Inc | 0.01% | Reduce -0.6% | 5,398 | $203K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 4,214 | $159K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,510 | $131K |
| Bay Harbor Wealth Management, LLC | 0.04% | Add +0.7% | 3,170 | $119K |
| Costello Asset Management, INC | 0.04% | Reduce -3.7% | 2,635 | $99K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 2,328 | $88K |
| Caldwell Trust Co | 0.01% | No change | 2,250 | $85K |
| Joseph Group Capital Management | 0.03% | No change | 2,233 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.4% | 1,890 | $71K |
| 1 North Wealth Services LLC | 0.03% | New | 1,830 | $69K |
| MAI Capital Management | 0.00% | Add +0.4% | 1,814 | $68K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,795 | $68K |
| Arax Advisory Partners | 0.00% | Add +5.3% | 1,741 | $66K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -76.8% | 1,617 | $61K |
| Comerica Bank | 0.00% | Reduce -93.1% | 1,594 | $60K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,592 | $60K |
| United Community Bank | 0.02% | No change | 1,425 | $54K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,386 | $52K |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.5% | 1,249 | $47K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -10.0% | 1,130 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 989 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Add +25.3% | 981 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 904 | $34K |
| EPG Wealth Management LLC | 0.01% | Add +0.3% | 874 | $33K |
| Jones Financial Companies LLLP | 0.00% | Add +28.7% | 826 | $31K |
| CoreCap Advisors, LLC | 0.00% | Add +67.8% | 824 | $31K |
| Runnymede Capital Advisors, Inc. | 0.03% | No change | 732 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -82.2% | 682 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Add +105.1% | 646 | $24K |
| Bellwether Advisors, LLC | 0.00% | Add +5.9% | 611 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.2% | 601 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 600 | $23K |
| HFM Investment Advisors, LLC | 0.01% | — | 565 | $21K |
| Lanark Financial, Inc. | 0.00% | — | 575 | $21K |
| Archer Investment Corp | 0.01% | No change | 553 | $21K |
| Tidemark, LLC | 0.01% | No change | 551 | $21K |
| FMR LLC | 0.00% | Add +98.5% | 544 | $20K |
| CX Institutional | 0.00% | New | 471 | $18K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 446 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +68.4% | 421 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 347 | $13K |
| FSA Wealth Management LLC | 0.00% | No change | 288 | $11K |
| Qube Research & Technologies Ltd | 0.00% | No change | 194 | $7K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -5.2% | 183 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 155 | $6K |
| Horizons Wealth Management | 0.00% | No change | 152 | $6K |
| JNBA Financial Advisors | 0.00% | New | 132 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 57 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 28 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 15 | $566 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -97.3% | 13 | $489 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $38 |
"% 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.