ISHARES CORE 30/70 CONSERVAT AOK
$41.30
+0.3% 52w: $36.91 – $41.35
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data36.9139.1341.35
Jun 20, 2025 Jul 2, 2026
Institutional holders
164
-2 QoQ
13F value
$216.5M
-4.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AOK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 638.5K | $25.5M | 0.0% | -1.3% |
| Strategic Investment Solutions, Inc. /IL | Wealth advisor | 396.8K | $15.8M | 3.8% | +2.1% |
| BlackRock, Inc. | Index provider | 343.8K | $13.7M | 0.0% | +7.8% |
| Brookstone Capital Management | Wealth advisor | 218.4K | $8.7M | 0.1% | +609.7% |
| Curran Financial Partners, LLC | Wealth advisor | 203.0K | $8.1M | 1.4% | +16.3% |
| Cetera Investment Advisers | Wealth advisor | 200.2K | $8.0M | 0.0% | +1.2% |
| CONGRESS ASSET MANAGEMENT CO | Other | 178.4K | $7.1M | 0.1% | +31.4% |
| One Capital Management, LLC | Wealth advisor | 175.2K | $7.0M | 0.2% | +880.0% |
| MORGAN STANLEY | Bank broker | 172.6K | $6.9M | 0.0% | -28.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 166.0K | $6.6M | 0.0% | -9.2% |
| Weaver Consulting Group | Wealth advisor | 148.6K | $5.9M | 1.4% | +1.5% |
| Investment Advisory Group, LLC | Wealth advisor | 147.3K | $5.9M | 1.5% | +2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 108.2K | $4.3M | 0.0% | -31.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 103.6K | $4.1M | 0.0% | +11.6% |
| Elevation Capital Advisory, LLC | Wealth advisor | 103.0K | $4.1M | 1.7% | +295.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 89.9K | $3.6M | 0.0% | +54.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 79.3K | $3.2M | 0.0% | +3.8% |
| Private Advisor Group, LLC | Wealth advisor | 71.8K | $2.9M | 0.0% | -4.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 71.5K | $2.9M | 0.0% | -25.0% |
| GILPIN WEALTH MANAGEMENT, LLC | Wealth advisor | 71.0K | $2.8M | 2.2% | +71.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 68.4K | $2.7M | 0.0% | +69.2% |
| High Net Worth Advisory Group LLC | Wealth advisor | 56.6K | $2.3M | 0.5% | +29.7% |
| Lido Advisors, LLC | Wealth advisor | 55.5K | $2.2M | 0.0% | -64.6% |
| Legacy Capital Wealth Partners, LLC | Other | 54.9K | $2.2M | 0.5% | Held |
| AVALON CAPITAL MANAGEMENT | Wealth advisor | 51.4K | $2.1M | 0.6% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 45.4K | $1.8M | 0.0% | +49.8% |
| JPMORGAN CHASE & CO | Bank broker | 44.4K | $1.8M | 0.0% | +890.1% |
| Rothschild Wealth LLC | Wealth advisor | 40.1K | $1.6M | 0.1% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 39.7K | $1.6M | 0.0% | +6.4% |
| Mariner, LLC | Diversified mechanical | 38.4K | $1.5M | 0.0% | -3.2% |
| Consilium Wealth Advisory, LLC | Other | 36.5K | $1.5M | 0.5% | +0.4% |
| Waterloo Capital, L.P. | Wealth advisor | 35.3K | $1.4M | 0.1% | -2.1% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 35.0K | $1.4M | 0.1% | +3.3% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 32.9K | $1.3M | 0.1% | +0.5% |
| RCW Management, LLC | Wealth advisor | 32.0K | $1.3M | 1.3% | Held |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 31.1K | $1.2M | 0.0% | -20.0% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 30.4K | $1.2M | 0.1% | -3.0% |
| Corient Private Wealth LLC | Diversified mechanical | 30.0K | $1.2M | 0.0% | -57.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 29.8K | $1.2M | 0.0% | -22.9% |
| RIK SAYLOR FINANCIAL, INC. | Wealth advisor | 29.5K | $1.2M | 0.9% | +0.1% |
| UBS Group AG | Bank broker | 28.3K | $1.1M | 0.0% | -1.3% |
| Visionary Wealth Advisors | Wealth advisor | 28.1K | $1.1M | 0.0% | -42.0% |
| Thrive Capital Management, LLC | Other | 26.0K | $1.0M | 0.2% | -3.3% |
| Equitable Holdings, Inc. | Wealth advisor | 25.1K | $1.0M | 0.0% | +28.0% |
| ROYAL BANK OF CANADA | Bank broker | 24.9K | $996K | 0.0% | -36.6% |
| Phil A. Younker & Associates, Ltd. | Wealth advisor | 23.4K | $935K | 0.6% | Held |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 23.2K | $925K | 0.1% | -0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 22.6K | $903K | 0.0% | -94.3% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 22.4K | $894K | 0.1% | +46.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 21.5K | $857K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.