iShares Core 30/70 ConservatAOKETF
13F holders, Q3 2025 (September 30)151holders −2
14new positions
15sold out
1famous investor
$40.15avg. 13F price*
At the end of Q3 2025, 151 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, down 2 from Q2 2025. 14 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($20.0M), BlackRock, Inc. ($12.8M) and Morgan Stanley ($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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.7M |
| Exits | 15 | $11.0M |
All 13F filers, Q2 2025 → Q3 2025: 400,813 shares bought and 1,083,194 shares sold, net −682,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| LPL Financial LLC | 0.01% | Add +10.3% | 497,310 | $20.0M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 319,369 | $12.8M |
| Morgan Stanley | 0.00% | Add +1.0% | 197,480 | $7.9M |
| Lido Advisors, LLC | 0.03% | Reduce -5.7% | 156,719 | $6.3M |
| Curran Financial Partners, LLC | 1.23% | Reduce -38.7% | 154,612 | $6.2M |
| Bank of America Corp. | 0.00% | Add +19.7% | 147,343 | $5.9M |
| Weaver Consulting Group | 1.47% | Add +1.0% | 144,293 | $5.8M |
| Investment Advisory Group, LLC | 1.56% | Add +0.6% | 142,426 | $5.7M |
| Cetera Investment Advisers | 0.00% | Add +43.9% | 102,323 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -21.4% | 101,891 | $4.1M |
| Visionary Wealth Advisors | 0.19% | Reduce -35.9% | 99,239 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 86,591 | $3.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +1.0% | 80,231 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +62.6% | 61,460 | $2.5M |
| Legacy Capital Wealth Partners, LLC | 0.48% | No change | 55,324 | $2.2M |
| Avalon Capital Management | 0.51% | New | 51,559 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +3.8% | 50,911 | $2.0M |
| Rothschild Wealth LLC | 0.41% | Reduce -5.0% | 47,042 | $1.9M |
| Congress Asset Management Co. | 0.01% | Reduce -15.9% | 42,176 | $1.7M |
| National Bank of Canada | 0.00% | Add +34.4% | 41,791 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -47.4% | 41,200 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | New | 40,825 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 40,775 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +59.9% | 39,969 | $1.6M |
| Consilium Wealth Advisory, LLC | 0.57% | Add +0.8% | 37,095 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.7% | 35,507 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -14.1% | 35,200 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -3.3% | 34,769 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 34,656 | $1.4M |
| Mariner, LLC | 0.00% | Add +2.1% | 34,029 | $1.4M |
| BlueStem Wealth Partners, LLC | 0.16% | Reduce -7.0% | 33,863 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +6.4% | 33,333 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +0.8% | 32,308 | $1.3M |
| Thrive Capital Management, LLC | 0.33% | Reduce -6.8% | 31,690 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 30,499 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -1.0% | 30,038 | $1.2M |
| Rik Saylor Financial, Inc. | 0.87% | Reduce -2.6% | 29,616 | $1.2M |
| UBS Group AG | 0.00% | Add +1.3% | 28,614 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -4.7% | 26,119 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +1.1% | 22,549 | $906K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.41% | New | 22,519 | $904K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2212.2% | 20,995 | $843K |
| RDA Financial Network | 0.19% | Reduce -2.0% | 19,668 | $790K |
| Camarda Financial Advisors, LLC | 0.27% | Add +1.3% | 18,357 | $737K |
| Modera Wealth Management, LLC | 0.01% | Add +10.5% | 18,275 | $734K |
| One Capital Management, LLC | 0.02% | Reduce -17.9% | 17,986 | $722K |
| Integrated Wealth Concepts LLC | 0.01% | New | 17,327 | $696K |
| Wealth Forward, LLC | 0.39% | Reduce -2.7% | 16,786 | $674K |
| Equitable Holdings, Inc. | 0.00% | Add +5.7% | 16,565 | $665K |
| Sovereign Financial Group, Inc. | 0.12% | Add +7.4% | 15,421 | $619K |
| Creative Financial Designs Inc. | 0.04% | Add +59.9% | 14,527 | $583K |
| Madrid Financial Services | 0.36% | Reduce -20.2% | 14,328 | $575K |
| Waterloo Capital, L.P. | 0.04% | Add +31.2% | 13,993 | $562K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +69.1% | 13,894 | $562K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -9.1% | 13,306 | $534K |
| TRUE Private Wealth Advisors | 0.05% | Add +11.2% | 12,659 | $508K |
| Unique Wealth, LLC | 0.07% | No change | 12,337 | $495K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -10.9% | 12,107 | $486K |
| Valley Financial Group, Inc. | 0.27% | Reduce -3.5% | 12,012 | $482K |
| Citadel Advisors | 0.00% | Add +77.5% | 11,791 | $474K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.5% | 11,606 | $466K |
| Archvest Wealth Advisors, Inc. | 0.41% | Reduce -88.8% | 11,536 | $463K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,989 | $441K |
| AE Wealth Management LLC | 0.00% | Reduce -16.6% | 10,843 | $435K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.6% | 10,681 | $429K |
| Valpey Financial Services, LLC | 0.28% | Add +10.4% | 10,648 | $428K |
| Millington Financial Advisors, LLC | 0.20% | Add +0.5% | 10,525 | $422K |
| Elevation Capital Advisory, LLC | 0.16% | Reduce -95.8% | 9,954 | $400K |
| MML Investors Services, LLC | 0.00% | Reduce -47.1% | 9,730 | $391K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 9,587 | $385K |
| Insight Wealth Partners, LLC | 0.17% | No change | 9,401 | $378K |
| RTD Financial Advisors, Inc. | 0.04% | Add +1.1% | 9,199 | $369K |
| Darwin Wealth Management, LLC | 0.11% | Add +12.9% | 8,689 | $349K |
| Legacy Financial Group LLC | 0.04% | Reduce -0.6% | 8,531 | $343K |
| Bank of Montreal | 0.00% | Reduce -3.0% | 8,207 | $330K |
| Aspiriant, LLC | 0.01% | No change | 8,060 | $324K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.7% | 8,031 | $323K |
| GeoWealth Management, LLC | 0.01% | Add +1.3% | 8,011 | $322K |
| Transcendent Capital Group LLC | 0.14% | Add +31.2% | 7,713 | $310K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -95.1% | 7,620 | $306K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,347 | $300K |
| Nicolet Advisory Services, LLC | 0.02% | Add +1.1% | 7,243 | $291K |
| Verus Capital Partners, LLC | 0.02% | No change | 7,195 | $289K |
| Spire Wealth Management | 0.01% | No change | 7,112 | $286K |
| Denver Wealth Management, Inc. | 0.11% | New | 7,103 | $285K |
| BridgePort Financial Solutions, LLC | 0.08% | No change | 6,988 | $281K |
| Well Done, LLC | 0.05% | No change | 6,748 | $271K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -7.2% | 6,709 | $269K |
| Moss Adams Wealth Advisors LLC | 0.02% | Add +0.7% | 6,230 | $250K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -7.1% | 6,112 | $245K |
| First Commonwealth Financial Corp | 0.04% | Reduce -14.3% | 6,000 | $241K |
| Plan Group Financial, LLC | 0.06% | Reduce -43.3% | 5,848 | $235K |
| HighTower Advisors, LLC | 0.00% | New | 5,807 | $233K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 5,691 | $229K |
| FMR LLC | 0.00% | Add +671.9% | 5,442 | $219K |
| Endeavor Private Wealth, Inc. | 0.07% | New | 5,258 | $211K |
| Western Wealth Management, LLC | 0.01% | New | 5,084 | $204K |
| Mutual Advisors, LLC | 0.00% | New | 5,011 | $203K |
| Prentice Wealth Management LLC | 0.05% | New | 5,019 | $202K |
| Integrity Financial Corp | 0.09% | Reduce -10.7% | 4,858 | $195K |
"% 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.