iShares Core 30/70 ConservatAOKETF
13F holders, Q1 2026 (March 31)164holders −3
18new positions
18sold out
1famous investor
$39.89avg. 13F price*
At the end of Q1 2026, 164 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, down 3 from Q4 2025. 18 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($25.5M), Strategic Investment Solutions, Inc. ($15.8M) and BlackRock, Inc. ($13.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.3M |
| Exits | 18 | $8.7M |
All 13F filers, Q4 2025 → Q1 2026: 889,352 shares bought and 1,072,224 shares sold, net −182,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| LPL Financial LLC | 0.01% | Reduce -1.3% | 638,539 | $25.5M |
| Strategic Investment Solutions, Inc. | 3.82% | Add +2.1% | 396,812 | $15.8M |
| BlackRock, Inc. | 0.00% | Add +7.8% | 343,820 | $13.7M |
| Brookstone Capital Management | 0.10% | Add +609.7% | 218,371 | $8.7M |
| Curran Financial Partners, LLC | 1.45% | Add +16.3% | 203,036 | $8.1M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 200,198 | $8.0M |
| Congress Asset Management Co. | 0.05% | Add +31.4% | 178,434 | $7.1M |
| One Capital Management, LLC | 0.19% | Add +880.0% | 175,243 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -28.4% | 172,626 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -9.2% | 165,955 | $6.6M |
| Weaver Consulting Group | 1.41% | Add +1.5% | 148,591 | $5.9M |
| Investment Advisory Group, LLC | 1.49% | Add +2.0% | 147,271 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -31.4% | 108,224 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.6% | 103,594 | $4.1M |
| Elevation Capital Advisory, LLC | 1.75% | Add +295.1% | 102,956 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +54.2% | 89,901 | $3.6M |
| Foundations Investment Advisors, LLC | 0.04% | Add +3.8% | 79,258 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.6% | 71,809 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -25.0% | 71,533 | $2.9M |
| Gilpin Wealth Management, LLC | 2.24% | Add +71.7% | 71,015 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +69.2% | 68,378 | $2.7M |
| High Net Worth Advisory Group LLC | 0.53% | Add +29.7% | 56,600 | $2.3M |
| Lido Advisors, LLC | 0.01% | Reduce -64.6% | 55,500 | $2.2M |
| Legacy Capital Wealth Partners, LLC | 0.45% | No change | 54,879 | $2.2M |
| Avalon Capital Management | 0.58% | New | 51,432 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +49.8% | 45,398 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +890.1% | 44,425 | $1.8M |
| Rothschild Wealth LLC | 0.14% | Add +1.1% | 40,052 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.4% | 39,691 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -3.2% | 38,373 | $1.5M |
| Consilium Wealth Advisory, LLC | 0.50% | Add +0.4% | 36,450 | $1.5M |
| Waterloo Capital, L.P. | 0.10% | Reduce -2.1% | 35,302 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +3.3% | 35,038 | $1.4M |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +0.5% | 32,878 | $1.3M |
| RCW Management, LLC | 1.31% | No change | 31,989 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -20.1% | 31,119 | $1.2M |
| BlueStem Wealth Partners, LLC | 0.13% | Reduce -3.0% | 30,427 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -14.2% | 30,021 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.9% | 29,764 | $1.2M |
| Rik Saylor Financial, Inc. | 0.89% | Add +0.1% | 29,489 | $1.2M |
| UBS Group AG | 0.00% | Reduce -1.3% | 28,337 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -42.0% | 28,075 | $1.1M |
| Thrive Capital Management, LLC | 0.23% | Reduce -3.4% | 25,970 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +28.1% | 25,147 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -36.6% | 24,943 | $996K |
| Phil A. Younker & Associates, Ltd. | 0.62% | No change | 23,436 | $935K |
| Perryman Financial Advisory Inc. | 0.14% | Reduce -0.1% | 23,198 | $925K |
| Raymond James Financial Inc. | 0.00% | Reduce -94.3% | 22,647 | $903K |
| Silver Oak Securities, Incorporated | 0.07% | Add +46.0% | 22,411 | $894K |
| Citadel Advisors | 0.00% | New | 21,486 | $857K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -25.6% | 21,092 | $841K |
| Waverly Advisors, LLC | 0.01% | Add +20.4% | 20,891 | $833K |
| Madrid Financial Services | 0.47% | Add +35.9% | 19,819 | $791K |
| Modera Wealth Management, LLC | 0.01% | Add +4.0% | 19,010 | $758K |
| RDA Financial Network | 0.18% | Add +0.0% | 18,195 | $726K |
| Camarda Financial Advisors, LLC | 0.38% | Reduce -3.2% | 17,899 | $714K |
| Legacy Wealth Partners, LLC | 0.18% | Reduce -1.2% | 17,680 | $705K |
| Wealth Forward, LLC | 0.34% | Reduce -0.9% | 15,266 | $609K |
| Jones Financial Companies LLLP | 0.00% | Add +75.5% | 15,180 | $597K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.3% | 14,536 | $580K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -28.3% | 14,287 | $570K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.7% | 14,067 | $561K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -52.6% | 12,702 | $507K |
| TRUE Private Wealth Advisors | 0.05% | No change | 12,659 | $505K |
| Unique Wealth, LLC | 0.07% | Reduce -0.1% | 12,255 | $489K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.4% | 11,943 | $476K |
| Verus Capital Partners, LLC | 0.03% | Reduce -1.1% | 11,455 | $457K |
| Benjamin Edwards Inc. | 0.00% | Add +97.5% | 11,254 | $449K |
| Spartan Wealth Advisory Services LLC | 0.04% | — | 11,180 | $446K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10,989 | $438K |
| Creative Financial Designs Inc. | 0.03% | Reduce -27.7% | 10,826 | $432K |
| National Wealth Management Group, LLC | 0.16% | Add +31.8% | 10,570 | $422K |
| Legacy Financial Group LLC | 0.05% | Add +13.4% | 10,426 | $416K |
| Valpey Financial Services, LLC | 0.26% | Reduce -14.2% | 9,836 | $392K |
| Sage Financial Group Inc. | 0.02% | No change | 9,495 | $379K |
| Insight Wealth Partners, LLC | 0.15% | No change | 9,401 | $375K |
| GeoWealth Management, LLC | 0.01% | Add +6.2% | 9,243 | $369K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 8,969 | $367K |
| Advisors Capital Management, LLC | 0.00% | No change | 8,904 | $355K |
| Darwin Wealth Management, LLC | 0.11% | Add +0.3% | 8,566 | $342K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,541 | $341K |
| AE Wealth Management LLC | 0.00% | Add +0.2% | 8,384 | $334K |
| Aspiriant, LLC | 0.01% | No change | 8,060 | $322K |
| Transcendent Capital Group LLC | 0.14% | Add +1.5% | 7,891 | $315K |
| MML Investors Services, LLC | 0.00% | Reduce -12.7% | 7,827 | $312K |
| Archvest Wealth Advisors, Inc. | 0.20% | Reduce -29.2% | 7,825 | $312K |
| Bank of Montreal | 0.00% | Reduce -5.6% | 7,744 | $309K |
| Millington Financial Advisors, LLC | 0.13% | Add +0.5% | 7,431 | $304K |
| BridgePort Financial Solutions, LLC | 0.09% | Add +9.2% | 7,625 | $304K |
| Strategic Blueprint, LLC | 0.02% | New | 7,622 | $304K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +15.5% | 7,469 | $298K |
| Kestra Advisory Services, LLC | 0.00% | Add +39.3% | 7,325 | $292K |
| Nicolet Bankshares Inc. | 0.01% | New | 7,274 | $291K |
| Valley Financial Group, Inc. | 0.15% | Add +3.4% | 7,103 | $283K |
| Tempus Wealth Planning, LLC | 0.06% | Add +0.3% | 6,662 | $266K |
| Well Done, LLC | 0.04% | Reduce -3.1% | 6,538 | $261K |
| FMR LLC | 0.00% | Add +7.1% | 6,493 | $259K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,412 | $256K |
| Spire Wealth Management | 0.01% | Reduce -10.1% | 6,392 | $255K |
| First Commonwealth Financial Corp | 0.04% | No change | 6,000 | $239K |
"% 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.