Who Owns iShares Core Conservative Allocation (AOK)? -- Institutional Holders (2026-06-30)

85 institutions reported holding $79.2M of iShares Core Conservative Allocation (AOK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strategic Investment Solutions, Inc. /IL ($14.4M), Elevation Capital Advisory, LLC ($12.1M), Cambridge Investment Research Advisors, Inc. ($9.5M), Weaver Consulting Group ($6.4M), Private Advisor Group, LLC ($2.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Strategic Investment Solutions, Inc. /IL$14.4M347,664Trimmed
2Elevation Capital Advisory, LLC$12.1M292,381Added
3Cambridge Investment Research Advisors, Inc.$9.5M228,938Added
4Weaver Consulting Group$6.4M155,483Added
5Private Advisor Group, LLC$2.8M66,873Trimmed
6High Net Worth Advisory Group LLC$2.6M62,600Added
7GILPIN WEALTH MANAGEMENT, LLC$2.6M62,505Trimmed
8AVALON CAPITAL MANAGEMENT$2.1M50,746Trimmed
9BASSO CAPITAL MANAGEMENT, L.P.$1.7M40,858New
10Brookstone Capital Management$1.6M38,706Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$1.6M38,697Trimmed
12J.W. COLE ADVISORS, INC.$1.4M33,088New
13RCW Management, LLC$1.3M31,989Hold
14L.K. Benson & Company, P.C.$971,37823,418New
15PERRYMAN FINANCIAL ADVISORY INC /AD$952,72322,968Trimmed
16AE Wealth Management LLC$919,09522,158Added
17Sovereign Financial Group, Inc.$878,02421,167Added
18Waterloo Capital, L.P.$840,38520,260Trimmed
19Modera Wealth Management, LLC$788,53519,010Hold
20Legacy Wealth Partners, LLC$760,92218,344Added
21RDA Financial Network$754,80218,197Added
22Strategic Blueprint, LLC$739,09217,818Added
23Onyx Bridge Wealth Group LLC$693,62616,722Trimmed
24Wealth Forward, LLC$630,37215,197Trimmed
25BENJAMIN EDWARDS INC$571,44413,775Added

Source: SEC Form 13F filings · as of 2026-06-30