iShares Core 30/70 ConservatAOKETF
13F holders, Q2 2026 (June 30)184holders +20
28new positions
10sold out
1famous investor
$40.99avg. 13F price*
At the end of Q2 2026, 184 institutions reported holding iShares Core 30/70 Conservat (AOK) in their 13F filings, up 20 from Q1 2026. 28 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($26.1M), BlackRock, Inc. ($15.8M) and Strategic Investment Solutions, Inc. ($14.4M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $24.4M |
| Exits | 10 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,036,713 shares bought and 592,737 shares sold, net +443,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| LPL Financial LLC | 0.01% | Reduce -1.4% | 629,396 | $26.1M |
| BlackRock, Inc. | 0.00% | Add +10.9% | 381,368 | $15.8M |
| Strategic Investment Solutions, Inc. | 3.30% | Reduce -12.4% | 347,664 | $14.4M |
| Elevation Capital Advisory, LLC | 4.68% | Add +184.0% | 292,381 | $12.1M |
| Curran Financial Partners, LLC | 1.40% | Add +11.4% | 226,292 | $9.4M |
| Cetera Investment Advisers | 0.01% | Add +3.8% | 207,720 | $8.6M |
| Morgan Stanley | 0.00% | Add +1.6% | 175,361 | $7.3M |
| Cambridge Associates LLC /Ma/ | 0.10% | New | 170,773 | $7.1M |
| One Capital Management, LLC | 0.19% | No change | 175,243 | $7.0M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 163,393 | $6.8M |
| Investment Advisory Group, LLC | 1.43% | Add +7.6% | 158,398 | $6.6M |
| Weaver Consulting Group | 1.32% | Add +4.6% | 155,483 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +45.5% | 130,764 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.5% | 114,469 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 102,774 | $4.3M |
| Hershey Financial Advisers, LLC | 2.87% | New | 96,363 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +30.4% | 93,294 | $3.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +4.9% | 83,171 | $3.4M |
| GTS Securities LLC | 0.07% | New | 81,672 | $3.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.9% | 66,873 | $2.8M |
| High Net Worth Advisory Group LLC | 0.55% | Add +10.6% | 62,600 | $2.6M |
| Gilpin Wealth Management, LLC | 1.79% | Reduce -12.0% | 62,505 | $2.6M |
| Legacy Capital Wealth Partners, LLC | 0.44% | No change | 54,879 | $2.3M |
| Avalon Capital Management | 0.50% | Reduce -1.3% | 50,746 | $2.1M |
| Rothschild Wealth LLC | 0.16% | Add +18.9% | 47,634 | $2.0M |
| Harbour Investments, Inc. | 0.03% | Add +4.8% | 47,557 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 44,422 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -22.2% | 43,175 | $1.8M |
| Basso Capital Management, L.P. | 0.42% | New | 40,858 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -82.3% | 38,706 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 38,697 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 37,111 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.8% | 36,402 | $1.5M |
| National Bank of Canada | 0.00% | Add +14.9% | 35,767 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 33,088 | $1.4M |
| RCW Management, LLC | 1.19% | No change | 31,989 | $1.3M |
| Consilium Wealth Advisory, LLC | 0.39% | Reduce -12.7% | 31,827 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +19.8% | 30,123 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 30,050 | $1.2M |
| BlueStem Wealth Partners, LLC | 0.12% | Reduce -4.0% | 29,199 | $1.2M |
| Rik Saylor Financial, Inc. | 0.80% | Reduce -1.8% | 28,954 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -25.1% | 28,754 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 28,116 | $1.2M |
| Ameritas Advisory Services, LLC | 0.02% | New | 27,282 | $1.1M |
| Citadel Advisors | 0.00% | Add +26.1% | 27,083 | $1.1M |
| UBS Group AG | 0.00% | Reduce -5.0% | 26,930 | $1.1M |
| Thrive Capital Management, LLC | 0.21% | Add +2.1% | 26,529 | $1.1M |
| L.K. Benson & Company, P.C. | 0.29% | New | 23,418 | $971K |
| Perryman Financial Advisory Inc. | 0.13% | Reduce -1.0% | 22,968 | $953K |
| Jones Financial Companies LLLP | 0.00% | Add +51.7% | 23,031 | $952K |
| Waverly Advisors, LLC | 0.01% | Add +9.7% | 22,925 | $951K |
| Visionary Wealth Advisors | 0.04% | Reduce -19.0% | 22,737 | $943K |
| Madrid Financial Services | 0.49% | Add +13.6% | 22,509 | $934K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 22,504 | $933K |
| AE Wealth Management LLC | 0.00% | Add +164.3% | 22,158 | $919K |
| Royal Bank of Canada | 0.00% | Reduce -13.0% | 21,702 | $901K |
| Sovereign Financial Group, Inc. | 0.13% | Add +0.4% | 21,167 | $878K |
| Waterloo Capital, L.P. | 0.05% | Reduce -42.6% | 20,260 | $840K |
| Modera Wealth Management, LLC | 0.01% | No change | 19,010 | $789K |
| Legacy Wealth Partners, LLC | 0.17% | Add +3.8% | 18,344 | $761K |
| RDA Financial Network | 0.16% | Add +0.0% | 18,197 | $755K |
| Camarda Financial Advisors, LLC | 0.22% | Reduce -0.4% | 17,825 | $739K |
| Strategic Blueprint, LLC | 0.04% | Add +133.8% | 17,818 | $739K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -49.1% | 16,722 | $694K |
| Cerity Partners LLC | 0.00% | New | 15,886 | $659K |
| Wealth Forward, LLC | 0.31% | Reduce -0.5% | 15,197 | $630K |
| Prosperity Consulting Group, LLC | 0.02% | Add +1.1% | 14,688 | $609K |
| Benjamin Edwards Inc. | 0.01% | Add +22.4% | 13,775 | $571K |
| TRUE Private Wealth Advisors | 0.05% | No change | 12,659 | $525K |
| MML Investors Services, LLC | 0.00% | Add +61.5% | 12,643 | $524K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.3% | 12,619 | $523K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.8% | 12,455 | $517K |
| Creative Financial Designs Inc. | 0.02% | Add +14.9% | 12,436 | $516K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.4% | 12,015 | $498K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.3% | 11,902 | $494K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -47.8% | 11,690 | $485K |
| Verus Capital Partners, LLC | 0.03% | No change | 11,455 | $475K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.2% | 11,339 | $470K |
| Legacy Financial Group LLC | 0.05% | Add +6.0% | 11,051 | $458K |
| National Wealth Management Group, LLC | 0.14% | Add +3.9% | 10,982 | $456K |
| R2 Capital Strategies, LLC | 0.19% | — | 10,363 | $430K |
| Tempus Wealth Planning, LLC | 0.08% | Add +53.1% | 10,203 | $423K |
| HighTower Advisors, LLC | 0.00% | Add +72.3% | 9,765 | $405K |
| GeoWealth Management, LLC | 0.01% | Add +5.5% | 9,753 | $405K |
| Meridian Wealth Management, LLC | 0.01% | New | 9,713 | $403K |
| Valpey Financial Services, LLC | 0.24% | Reduce -1.9% | 9,653 | $400K |
| Sage Financial Group Inc. | 0.02% | No change | 9,495 | $394K |
| Insight Wealth Partners, LLC | 0.05% | No change | 9,401 | $390K |
| Spartan Wealth Advisory Services LLC | 0.03% | Reduce -16.2% | 9,369 | $389K |
| Advisors Capital Management, LLC | 0.00% | No change | 8,904 | $369K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.9% | 9,046 | $369K |
| Transcendent Capital Group LLC | 0.14% | Add +7.5% | 8,481 | $352K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,477 | $352K |
| Darwin Wealth Management, LLC | 0.10% | Reduce -1.1% | 8,476 | $352K |
| Aspiriant, LLC | 0.01% | No change | 8,060 | $334K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -0.1% | 7,621 | $316K |
| IMA Advisory Services, Inc. | 0.02% | Add +138.0% | 7,541 | $313K |
| Millington Financial Advisors, LLC | 0.12% | Add +0.9% | 7,496 | $308K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -1.2% | 7,382 | $306K |
| Bank of Montreal | 0.00% | Reduce -5.7% | 7,300 | $303K |
| Nicolet Bankshares Inc. | 0.01% | Add +0.1% | 7,282 | $301K |
| Valley Financial Group, Inc. | 0.14% | Reduce -0.8% | 7,049 | $292K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.7% | 6,837 | $284K |
| Well Done, LLC | 0.04% | No change | 6,538 | $271K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.3% | 6,432 | $267K |
| Archvest Wealth Advisors, Inc. | 0.15% | Reduce -18.4% | 6,387 | $265K |
| Advisortrust Partners, LLC | 0.09% | Add +5.4% | 6,242 | $259K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,222 | $256K |
| First Commonwealth Financial Corp | 0.03% | No change | 6,000 | $249K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.6% | 5,901 | $244K |
| Merit Financial Group, LLC | 0.00% | New | 5,881 | $244K |
| Global Retirement Partners, LLC | 0.00% | — | 5,875 | $244K |
| Prentice Wealth Management LLC | 0.05% | Add +2.9% | 5,675 | $235K |
| &partners | 0.00% | No change | 5,543 | $230K |
| Compass Financial Management LLC | 0.03% | — | 5,162 | $214K |
| Western Wealth Management, LLC | 0.01% | No change | 5,104 | $212K |
| FMR LLC | 0.00% | Reduce -21.5% | 5,097 | $211K |
| Jim Saulnier & Associates, LLC | 0.08% | New | 5,037 | $209K |
| Mutual Advisors, LLC | 0.00% | Reduce -13.0% | 5,024 | $208K |
| Redmond Asset Management, LLC | 0.05% | New | 4,935 | $205K |
| Lodestar Private Asset Management LLC | 0.02% | New | 4,907 | $204K |
| FSM Wealth Advisors, LLC | 0.02% | New | 4,899 | $203K |
| Phil A. Younker & Associates, Ltd. | 0.14% | Reduce -79.1% | 4,895 | $203K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.5% | 4,900 | $203K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 4,667 | $194K |
| Integrity Financial Corp | 0.08% | Reduce -0.7% | 4,199 | $174K |
| Vanguard Advisers Inc. | 0.00% | No change | 4,079 | $169K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,004 | $166K |
| Kelleher Financial Advisors | 0.02% | New | 3,931 | $163K |
| Spire Wealth Management | 0.00% | Reduce -46.3% | 3,433 | $142K |
| Allworth Financial LP | 0.00% | Reduce -4.2% | 3,423 | $142K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -0.1% | 3,314 | $137K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,270 | $136K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -15.8% | 3,268 | $135K |
| Montgomery Financial Services LLC | 0.11% | — | 3,108 | $129K |
| Costello Asset Management, INC | 0.03% | Reduce -0.8% | 2,615 | $108K |
| Bessemer Group Inc. | 0.00% | New | 2,565 | $106K |
| Caldwell Trust Co | 0.01% | No change | 2,250 | $93K |
| Schuylkill Financial LLC | 0.08% | — | 2,135 | $89K |
| Mosley Wealth Management | 0.03% | Reduce -12.6% | 2,079 | $86K |
| Evolution Wealth Management Inc. | 0.04% | No change | 1,777 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.5% | 1,625 | $67K |
| Fifth Third Bancorp | 0.00% | Add +28.4% | 1,596 | $66K |
| Congress Asset Management Co. | 0.00% | Reduce -64.3% | 63,705 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.1% | 1,442 | $60K |
| United Community Bank | 0.02% | No change | 1,425 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.7% | 1,247 | $52K |
| Purpose Unlimited Inc. | 0.00% | New | 1,199 | $50K |
| 1 North Wealth Services LLC | 0.02% | No change | 1,195 | $50K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -7.7% | 1,143 | $47K |
| Arax Advisory Partners | 0.00% | Reduce -20.0% | 1,115 | $46K |
| Continuum Advisory, LLC | 0.00% | New | 938 | $39K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -15.4% | 908 | $38K |
| Kingdom Financial Group LLC. | 0.01% | New | 891 | $37K |
| CoreCap Advisors, LLC | 0.00% | No change | 843 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 797 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +0.1% | 730 | $30K |
| Leo H. Evart, Inc. | 0.02% | No change | 692 | $29K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.7% | 666 | $28K |
| CX Institutional | 0.00% | Add +5.9% | 642 | $27K |
| Synergy Investment Management, LLC | 0.01% | Add +0.6% | 639 | $27K |
| Archer Investment Corp | 0.00% | No change | 617 | $26K |
| HFM Investment Advisors, LLC | 0.01% | Add +0.5% | 583 | $24K |
| Tidemark, LLC | 0.01% | No change | 551 | $23K |
| Assetmark, Inc. | 0.00% | Add +7.9% | 534 | $22K |
| Tsfg, LLC | 0.00% | New | 500 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $20K |
| Coston, McIsaac & Partners | 0.00% | Add +0.7% | 464 | $19K |
| Westfuller Advisors, LLC | 0.01% | Add +0.7% | 449 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 365 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 347 | $14K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -10.1% | 302 | $13K |
| Private Trust Co. NA | 0.00% | No change | 300 | $12K |
| Networth Advisors, LLC | 0.01% | New | 297 | $12K |
| IFG Advisory, LLC | 0.00% | New | 251 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 183 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 183 | $8K |
| Nvwm, LLC | 0.00% | No change | 176 | $7K |
| Mather Group, Llc. | 0.00% | No change | 151 | $6K |
| StrongBox Wealth, LLC | 0.00% | New | 53 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +39.3% | 39 | $2K |
| Blue Trust, Inc. | 0.00% | New | 27 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 25 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 16 | $650 |
"% 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.