iShares Core 30/70 ConservatAOKETF
13F holders, Q4 2025 (December 31)167holders +16
24new positions
10sold out
$40.13avg. 13F price*
At the end of Q4 2025, 167 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, up 16 from Q3 2025. 24 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($26.0M), Raymond James Financial Inc. ($16.0M) and Strategic Investment Solutions, Inc. ($15.6M).
- Company
- iShares Core 30/70 Conservat
- CUSIP
- 464289883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $25.8M |
| Exits | 10 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,832,681 shares bought and 235,864 shares sold, net +1,596,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| LPL Financial LLC | 0.01% | Add +30.1% | 646,961 | $26.0M |
| Raymond James Financial Inc. | 0.01% | Add +866.6% | 398,245 | $16.0M |
| Strategic Investment Solutions, Inc. | 3.75% | New | 388,741 | $15.6M |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 318,824 | $12.8M |
| Morgan Stanley | 0.00% | Add +22.1% | 241,151 | $9.7M |
| Cetera Investment Advisers | 0.01% | Add +93.3% | 197,767 | $7.9M |
| Bank of America Corp. | 0.00% | Add +24.0% | 182,719 | $7.3M |
| Curran Financial Partners, LLC | 1.33% | Add +12.9% | 174,567 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +54.8% | 157,700 | $6.3M |
| Lido Advisors, LLC | 0.03% | No change | 156,719 | $6.3M |
| Weaver Consulting Group | 1.44% | Add +1.5% | 146,430 | $5.9M |
| Investment Advisory Group, LLC | 1.49% | Add +1.4% | 144,388 | $5.8M |
| Congress Asset Management Co. | 0.04% | Add +222.0% | 135,812 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +1187.3% | 98,096 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +138.7% | 95,395 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.2% | 92,818 | $3.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -4.8% | 76,339 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +22.5% | 75,264 | $3.0M |
| Forefront Analytics, LLC | 2.08% | New | 58,682 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +43.0% | 58,293 | $2.3M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Reduce -0.8% | 54,879 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +2.0% | 51,945 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Reduce -51.3% | 48,378 | $1.9M |
| High Net Worth Advisory Group LLC | 0.40% | New | 43,650 | $1.8M |
| Gilpin Wealth Management, LLC | 1.32% | — | 41,371 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +278.3% | 40,410 | $1.6M |
| Mariner, LLC | 0.00% | Add +16.5% | 39,651 | $1.6M |
| Rothschild Wealth LLC | 0.15% | Reduce -15.8% | 39,623 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +29.0% | 39,336 | $1.6M |
| National Bank of Canada | 0.00% | Reduce -6.9% | 38,921 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 38,592 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 37,290 | $1.5M |
| Consilium Wealth Advisory, LLC | 0.54% | Reduce -2.2% | 36,295 | $1.5M |
| Waterloo Capital, L.P. | 0.10% | Add +157.7% | 36,058 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 35,003 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.1% | 35,154 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +1.8% | 33,918 | $1.4M |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +1.2% | 32,705 | $1.3M |
| RCW Management, LLC | 1.30% | — | 31,989 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.14% | Reduce -7.3% | 31,382 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +17.8% | 30,769 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +0.9% | 30,312 | $1.2M |
| Rik Saylor Financial, Inc. | 0.87% | Reduce -0.5% | 29,455 | $1.2M |
| UBS Group AG | 0.00% | Add +0.3% | 28,707 | $1.2M |
| Sovereign Financial Group, Inc. | 0.20% | Add +84.0% | 28,369 | $1.1M |
| Thrive Capital Management, LLC | 0.24% | Reduce -15.2% | 26,870 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +27.7% | 26,804 | $1.1M |
| Elevation Capital Advisory, LLC | 0.43% | Add +161.8% | 26,059 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 25,929 | $1.0M |
| Phil A. Younker & Associates, Ltd. | 0.66% | New | 23,436 | $940K |
| Perryman Financial Advisory Inc. | 0.14% | — | 23,232 | $932K |
| Win Advisors, Inc. | 0.38% | New | 22,281 | $894K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.0% | 19,929 | $800K |
| Equitable Holdings, Inc. | 0.01% | Add +18.6% | 19,639 | $788K |
| Camarda Financial Advisors, LLC | 0.28% | Add +0.8% | 18,499 | $742K |
| Modera Wealth Management, LLC | 0.01% | No change | 18,275 | $733K |
| RDA Financial Network | 0.18% | Reduce -7.5% | 18,194 | $730K |
| Legacy Wealth Partners, LLC | 0.19% | — | 17,900 | $718K |
| One Capital Management, LLC | 0.02% | Reduce -0.6% | 17,882 | $718K |
| Janney Capital Management LLC | 0.04% | New | 17,865 | $717K |
| Waverly Advisors, LLC | 0.01% | Reduce -23.1% | 17,349 | $696K |
| Silver Oak Securities, Incorporated | 0.04% | Add +32.3% | 15,352 | $620K |
| Wealth Forward, LLC | 0.35% | Reduce -8.2% | 15,409 | $618K |
| Creative Financial Designs Inc. | 0.04% | Add +3.1% | 14,975 | $601K |
| Madrid Financial Services | 0.42% | Add +1.8% | 14,584 | $585K |
| Prosperity Consulting Group, LLC | 0.03% | Add +19.7% | 14,493 | $582K |
| TRUE Private Wealth Advisors | 0.05% | No change | 12,659 | $508K |
| Unique Wealth, LLC | 0.07% | Reduce -0.5% | 12,272 | $492K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -9.0% | 12,113 | $486K |
| Verus Capital Partners, LLC | 0.03% | Add +61.0% | 11,580 | $465K |
| Valpey Financial Services, LLC | 0.29% | Add +7.7% | 11,467 | $460K |
| Archvest Wealth Advisors, Inc. | 0.28% | Reduce -4.2% | 11,055 | $444K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,989 | $441K |
| Sage Financial Group Inc. | 0.03% | New | 9,495 | $381K |
| Insight Wealth Partners, LLC | 0.16% | No change | 9,401 | $377K |
| Legacy Financial Group LLC | 0.05% | Add +7.7% | 9,191 | $373K |
| Chicago Partners Investment Group LLC | 0.01% | Add +21.5% | 8,926 | $363K |
| MML Investors Services, LLC | 0.00% | Reduce -7.8% | 8,966 | $360K |
| Advisors Capital Management, LLC | 0.00% | New | 8,904 | $357K |
| GeoWealth Management, LLC | 0.01% | Add +8.7% | 8,706 | $349K |
| Jones Financial Companies LLLP | 0.00% | Add +267.4% | 8,652 | $347K |
| Darwin Wealth Management, LLC | 0.11% | Reduce -1.7% | 8,544 | $343K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,544 | $343K |
| AE Wealth Management LLC | 0.00% | Reduce -22.8% | 8,367 | $336K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -9.9% | 8,287 | $333K |
| Bank of Montreal | 0.00% | No change | 8,207 | $329K |
| Aspiriant, LLC | 0.01% | No change | 8,060 | $323K |
| National Wealth Management Group, LLC | 0.11% | New | 8,020 | $322K |
| Transcendent Capital Group LLC | 0.14% | Add +0.8% | 7,772 | $312K |
| Millington Financial Advisors, LLC | 0.13% | Reduce -29.8% | 7,394 | $302K |
| Nicolet Advisory Services, LLC | 0.02% | Add +0.2% | 7,260 | $295K |
| Spire Wealth Management | 0.01% | No change | 7,112 | $285K |
| Denver Wealth Management, Inc. | 0.10% | Reduce -1.4% | 7,006 | $281K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -0.0% | 6,986 | $280K |
| Valley Financial Group, Inc. | 0.15% | Reduce -42.8% | 6,872 | $276K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.1% | 6,776 | $275K |
| Well Done, LLC | 0.04% | No change | 6,748 | $271K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -1.0% | 6,641 | $266K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -53.5% | 6,466 | $260K |
| FMR LLC | 0.00% | Add +11.4% | 6,061 | $243K |
| Divergent Planning, LLC | 0.06% | New | 6,001 | $242K |
| First Commonwealth Financial Corp | 0.04% | No change | 6,000 | $241K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -2.1% | 5,981 | $240K |
| Benjamin Edwards Inc. | 0.00% | New | 5,699 | $229K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 5,661 | $227K |
| Endeavor Private Wealth, Inc. | 0.06% | No change | 5,258 | $211K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -34.5% | 5,257 | $211K |
| HRT Financial LP | 0.00% | New | 5,224 | $209K |
| Western Wealth Management, LLC | 0.01% | No change | 5,084 | $204K |
| Mutual Advisors, LLC | 0.00% | Add +0.3% | 5,024 | $202K |
| Prentice Wealth Management LLC | 0.05% | Reduce -0.1% | 5,014 | $201K |
| IFP Advisors, Inc | 0.00% | Reduce -4.1% | 4,630 | $186K |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.0% | 4,487 | $180K |
| Integrity Financial Corp | 0.09% | Reduce -11.1% | 4,318 | $173K |
| Comerica Bank | 0.00% | Add +474.1% | 4,151 | $167K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,004 | $161K |
| Kelleher Financial Advisors | 0.04% | New | 3,931 | $158K |
| TD Waterhouse Canada Inc. | 0.00% | Add +73.9% | 3,781 | $152K |
| Cwm, LLC | 0.00% | Reduce -61.8% | 3,666 | $147K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +3.9% | 3,304 | $133K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,270 | $131K |
| Allworth Financial LP | 0.00% | Reduce -8.6% | 3,142 | $126K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -11.3% | 3,000 | $120K |
| Farther Finance Advisors, LLC | 0.00% | Add +175.1% | 2,765 | $111K |
| Costello Asset Management, INC | 0.04% | No change | 2,635 | $106K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,426 | $97K |
| Caldwell Trust Co | 0.01% | No change | 2,250 | $90K |
| MAI Capital Management | 0.00% | Add +1.4% | 1,873 | $75K |
| Evolution Wealth Management Inc. | 0.06% | New | 1,777 | $71K |
| United Community Bank | 0.02% | No change | 1,425 | $57K |
| Arax Advisory Partners | 0.00% | New | 1,402 | $56K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,386 | $56K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1.4% | 1,233 | $49K |
| 1 North Wealth Services LLC | 0.02% | No change | 1,195 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -9.5% | 1,105 | $45K |
| Global Retirement Partners, LLC | 0.00% | Add +64.2% | 1,087 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +32.0% | 973 | $39K |
| Root Financial Partners, LLC | 0.00% | Add +6.0% | 863 | $35K |
| CoreCap Advisors, LLC | 0.00% | Add +0.7% | 830 | $33K |
| CENTRAL TRUST Co | 0.00% | Reduce -33.8% | 803 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 797 | $32K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 753 | $30K |
| Lanark Financial, Inc. | 0.00% | Add +26.8% | 729 | $29K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -75.1% | 657 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 648 | $26K |
| Archer Investment Corp | 0.01% | No change | 617 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 601 | $24K |
| HFM Investment Advisors, LLC | 0.01% | No change | 577 | $23K |
| CX Institutional | 0.00% | Add +7.2% | 578 | $23K |
| Tidemark, LLC | 0.01% | No change | 551 | $22K |
| Assetmark, Inc. | 0.00% | No change | 503 | $20K |
| SageView Advisory Group, LLC | 0.00% | New | 477 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $19K |
| Coston, McIsaac & Partners | 0.00% | Add +1.3% | 459 | $18K |
| Westfuller Advisors, LLC | 0.01% | Add +1.4% | 444 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -3.0% | 358 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 347 | $14K |
| Elevated Capital Advisors, LLC | 0.00% | New | 328 | $13K |
| Private Trust Co. NA | 0.00% | No change | 300 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 183 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.6% | 183 | $7K |
| Nvwm, LLC | 0.00% | No change | 176 | $7K |
| Horizons Wealth Management | 0.00% | Add +2.6% | 156 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 63 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 30 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 15 | $622 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 4 | $144 |
"% 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.