iShares Core 30/70 ConservatAOKETF
13F holders, Q2 2025 (June 30)153holders +2
19new positions
17sold out
1famous investor
$39.07avg. 13F price*
At the end of Q2 2025, 153 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, up 2 from Q1 2025. 19 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($17.6M), BlackRock, Inc. ($12.4M) and Curran Financial Partners, LLC ($9.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $21.6M |
| Exits | 17 | $4.6M |
All 13F filers, Q1 2025 → Q2 2025: 929,329 shares bought and 804,069 shares sold, net +125,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| LPL Financial LLC | 0.01% | Reduce -4.2% | 450,750 | $17.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 317,471 | $12.4M |
| Curran Financial Partners, LLC | 2.18% | Reduce -38.1% | 252,063 | $9.8M |
| Elevation Capital Advisory, LLC | 3.71% | New | 237,005 | $9.3M |
| Win Advisors, Inc. | 4.14% | New | 219,617 | $8.6M |
| Morgan Stanley | 0.00% | Add +10.1% | 195,538 | $7.6M |
| Lido Advisors, LLC | 0.03% | Reduce -8.8% | 166,139 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +254.1% | 156,933 | $6.1M |
| Visionary Wealth Advisors | 0.31% | Add +183.4% | 154,771 | $6.0M |
| Weaver Consulting Group | 1.54% | Reduce -2.5% | 142,849 | $5.6M |
| Investment Advisory Group, LLC | 1.68% | Reduce -2.0% | 141,643 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 129,621 | $5.1M |
| Bank of America Corp. | 0.00% | Add +15.4% | 123,074 | $4.8M |
| Archvest Wealth Advisors, Inc. | 3.51% | Reduce -0.3% | 103,050 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.8% | 82,169 | $3.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +4.7% | 79,438 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +46.3% | 78,259 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -4.0% | 71,090 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.49% | Reduce -4.7% | 55,324 | $2.2M |
| Congress Asset Management Co. | 0.01% | Reduce -68.5% | 50,155 | $2.0M |
| Rothschild Wealth LLC | 0.47% | Add +34.9% | 49,517 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -1.6% | 49,058 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.8% | 44,751 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.3% | 40,994 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 39,605 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +138.0% | 37,798 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.9% | 37,044 | $1.4M |
| Consilium Wealth Advisory, LLC | 0.61% | Reduce -24.2% | 36,781 | $1.4M |
| BlueStem Wealth Partners, LLC | 0.17% | Reduce -2.9% | 36,393 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 35,956 | $1.4M |
| Thrive Capital Management, LLC | 0.42% | New | 34,017 | $1.3M |
| Mariner, LLC | 0.00% | Add +0.0% | 33,320 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.17% | Add +3.6% | 32,058 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +9.1% | 31,315 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -0.1% | 31,103 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +66.0% | 30,390 | $1.2M |
| Rik Saylor Financial, Inc. | 0.91% | Reduce -1.6% | 30,396 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +9.0% | 30,343 | $1.2M |
| UBS Group AG | 0.00% | Reduce -2.7% | 28,241 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -3.2% | 27,393 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 24,997 | $977K |
| Susquehanna International Group, LLP | 0.00% | Add +219.8% | 23,513 | $919K |
| Waverly Advisors, LLC | 0.01% | Add +4.5% | 22,306 | $871K |
| One Capital Management, LLC | 0.03% | Reduce -11.6% | 21,920 | $856K |
| RDA Financial Network | 0.21% | Reduce -2.3% | 20,066 | $784K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -37.1% | 18,555 | $725K |
| MML Investors Services, LLC | 0.00% | Add +123.5% | 18,401 | $719K |
| Camarda Financial Advisors, LLC | 0.28% | Add +8.0% | 18,126 | $708K |
| Madrid Financial Services | 0.48% | Add +1.5% | 17,960 | $702K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.7% | 17,660 | $690K |
| Assetmark, Inc. | 0.00% | Reduce -4.2% | 17,556 | $686K |
| Wealth Forward, LLC | 0.45% | Reduce -1.6% | 17,252 | $674K |
| Modera Wealth Management, LLC | 0.01% | No change | 16,537 | $646K |
| Equitable Holdings, Inc. | 0.01% | Reduce -17.0% | 15,669 | $612K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.3% | 14,632 | $572K |
| Sovereign Financial Group, Inc. | 0.12% | Add +30.5% | 14,358 | $561K |
| Prosperity Consulting Group, LLC | 0.04% | Add +1.3% | 13,583 | $531K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.3% | 13,115 | $512K |
| AE Wealth Management LLC | 0.00% | Reduce -4.6% | 13,004 | $508K |
| Valley Financial Group, Inc. | 0.29% | Reduce -2.6% | 12,442 | $486K |
| Unique Wealth, LLC | 0.08% | New | 12,337 | $482K |
| Silver Oak Securities, Incorporated | 0.04% | Add +21.6% | 11,779 | $460K |
| TRUE Private Wealth Advisors | 0.05% | No change | 11,380 | $445K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,989 | $429K |
| Moors & Cabot, Inc. | 0.02% | New | 10,697 | $418K |
| Waterloo Capital, L.P. | 0.03% | Add +17.8% | 10,664 | $417K |
| Millington Financial Advisors, LLC | 0.21% | Add +3.6% | 10,472 | $410K |
| Plan Group Financial, LLC | 0.13% | Add +0.4% | 10,313 | $403K |
| Valpey Financial Services, LLC | 0.26% | — | 9,641 | $377K |
| Cwm, LLC | 0.00% | Reduce -1.0% | 9,621 | $376K |
| Insight Wealth Partners, LLC | 0.20% | No change | 9,401 | $367K |
| RTD Financial Advisors, Inc. | 0.05% | Add +1.1% | 9,099 | $355K |
| Creative Financial Designs Inc. | 0.03% | Add +5.5% | 9,084 | $355K |
| Legacy Financial Group LLC | 0.05% | Add +0.9% | 8,582 | $335K |
| Bank of Montreal | 0.00% | No change | 8,463 | $331K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.1% | 8,427 | $329K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 8,217 | $321K |
| Avantax Advisory Services, Inc. | 0.00% | Add +44.6% | 8,169 | $319K |
| Aspiriant, LLC | 0.01% | New | 8,060 | $315K |
| Redmond Asset Management, LLC | 0.07% | Reduce -1.2% | 7,960 | $311K |
| GeoWealth Management, LLC | 0.01% | Reduce -70.2% | 7,912 | $309K |
| Darwin Wealth Management, LLC | 0.10% | Reduce -22.1% | 7,699 | $301K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 7,325 | $286K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -5.5% | 7,229 | $282K |
| Verus Capital Partners, LLC | 0.03% | Reduce -6.8% | 7,195 | $281K |
| Nicolet Advisory Services, LLC | 0.02% | Add +0.5% | 7,164 | $279K |
| Spire Wealth Management | 0.01% | No change | 7,112 | $278K |
| First Commonwealth Financial Corp | 0.06% | No change | 7,000 | $273K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 6,988 | $273K |
| IMA Advisory Services, Inc. | 0.03% | Add +4.2% | 7,212 | $267K |
| Well Done, LLC | 0.05% | No change | 6,748 | $264K |
| Citadel Advisors | 0.00% | New | 6,642 | $260K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +0.5% | 6,577 | $256K |
| Moss Adams Wealth Advisors LLC | 0.02% | Add +0.5% | 6,189 | $242K |
| Transcendent Capital Group LLC | 0.12% | New | 5,877 | $230K |
| Trilogy Capital Inc. | 0.01% | Reduce -95.1% | 5,833 | $228K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.1% | 5,694 | $222K |
| Integrity Financial Corp | 0.11% | Reduce -10.2% | 5,438 | $212K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 5,418 | $212K |
| Allworth Financial LP | 0.00% | Add +2.2% | 3,587 | $140K |
| Principal Securities, Inc. | 0.00% | New | 3,541 | $138K |
| Bay Harbor Wealth Management, LLC | 0.04% | Reduce -0.2% | 3,163 | $124K |
| Golden State Wealth Management, LLC | 0.01% | New | 2,643 | $103K |
| Costello Asset Management, INC | 0.04% | No change | 2,635 | $103K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 2,344 | $92K |
| Caldwell Trust Co | 0.01% | No change | 2,250 | $88K |
| NewEdge Advisors, LLC | 0.00% | Add +13.9% | 2,045 | $80K |
| Comerica Bank | 0.00% | Add +25.5% | 2,001 | $78K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -0.9% | 1,873 | $73K |
| 1 North Wealth Services LLC | 0.03% | No change | 1,830 | $71K |
| MAI Capital Management | 0.00% | Add +0.7% | 1,826 | $71K |
| Jones Financial Companies LLLP | 0.00% | Add +108.6% | 1,723 | $67K |
| Arax Advisory Partners | 0.00% | Reduce -7.0% | 1,619 | $63K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.7% | 1,574 | $61K |
| United Community Bank | 0.02% | No change | 1,425 | $56K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,386 | $54K |
| Cornerstone Planning Group LLC | 0.01% | Add +4.0% | 1,175 | $46K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.3% | 1,097 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.8% | 997 | $39K |
| Sound Income Strategies, LLC | 0.00% | New | 912 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.1% | 908 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 904 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.8% | 846 | $33K |
| CENTRAL TRUST Co | 0.00% | Reduce -80.1% | 839 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 824 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -49.9% | 797 | $31K |
| TD Private Client Wealth LLC | 0.00% | New | 743 | $29K |
| FMR LLC | 0.00% | Add +29.6% | 705 | $28K |
| Global Retirement Partners, LLC | 0.00% | — | 662 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +54.4% | 650 | $25K |
| Bellwether Advisors, LLC | 0.00% | Add +5.7% | 646 | $25K |
| Archer Investment Corp | 0.01% | Add +11.6% | 617 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 601 | $23K |
| HFM Investment Advisors, LLC | 0.01% | Add +1.6% | 574 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 575 | $22K |
| Delta Asset Management LLC | 0.00% | Reduce -6.5% | 561 | $22K |
| Tidemark, LLC | 0.01% | No change | 551 | $22K |
| CX Institutional | 0.00% | Add +7.9% | 508 | $20K |
| WestEnd Advisors, LLC | 0.00% | New | 476 | $19K |
| Coston, McIsaac & Partners | 0.00% | Add +0.7% | 449 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 347 | $14K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 332 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -51.2% | 315 | $12K |
| Private Trust Co. NA | 0.00% | New | 300 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 288 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 183 | $7K |
| Nvwm, LLC | 0.00% | New | 176 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.0% | 159 | $6K |
| Horizons Wealth Management | 0.00% | No change | 152 | $6K |
| Pineridge Advisors LLC | 0.00% | Add +1.8% | 58 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 15 | $592 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 13 | $508 |
| Briaud Financial Planning Inc | 0.00% | New | 2 | $0 |
"% 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.