iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF

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AOK·464289883·US·ETF·Unknown - Unknown

AOK (iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF) is held by 51 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($25.5M), BlackRock, Inc. ($13.7M), Cetera Investment Advisers ($8M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (51)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	638,539(-1.3%)	$25.5M	0.0%	+19.66%	0
BlackRock, Inc.	Increased	343,820(+7.8%)	$13.7M	0.0%	+13.22%	30
Cetera Investment Advisers	Increased	200,198(+1.2%)	$8M	0.0%	+6.72%	28
CONGRESS ASSET MANAGEMENT CO	Increased	178,434(+31.4%)	$7.1M	0.1%	+3.82%	35
MORGAN STANLEY	Decreased	172,626(-28.4%)	$6.9M	0.0%	+12.86%	0
BANK OF AMERICA CORP /DE/	Decreased	165,955(-9.2%)	$6.6M	0.0%	+9.90%	0
WELLS FARGO & COMPANY/MN	Decreased	108,224(-31.4%)	$4.3M	0.0%	+11.19%	0
OSAIC HOLDINGS, INC.	Increased	89,901(+54.2%)	$3.6M	0.0%	+12.71%	37
Private Advisor Group, LLC	Decreased	71,809(-4.6%)	$2.9M	0.0%	+11.33%	0
STIFEL FINANCIAL CORP	Decreased	71,533(-25.0%)	$2.9M	0.0%	+5.94%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	68,378(+69.2%)	$2.7M	0.0%	+3.16%	39
Lido Advisors, LLC	Decreased	55,500(-64.6%)	$2.2M	0.0%	+30.32%	0
JPMORGAN CHASE & CO	Increased	44,425(+890.1%)	$1.8M	0.0%	+1.47%	42
COMMONWEALTH EQUITY SERVICES, LLC	Increased	39,691(+6.4%)	$1.6M	0.0%	+21.88%	27
Mariner, LLC	Decreased	38,373(-3.2%)	$1.5M	0.0%	+12.80%	0
NATIONAL BANK OF CANADA /FI/	Decreased	31,119(-20.1%)	$1.2M	0.0%	+16.96%	0
Corient Private Wealth LLC	Decreased	30,021(-14.2%)	$1.2M	0.0%	+30.45%	0
AMERIPRISE FINANCIAL INC	Decreased	29,764(-22.9%)	$1.2M	0.0%	+28.44%	0
UBS Group AG	Decreased	28,337(-1.3%)	$1.1M	0.0%	+27.91%	0
Equitable Holdings, Inc.	Increased	25,147(+28.1%)	$1M	0.0%	+10.84%	31

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer