AOK · iShares Core 30/70 Conservative Allocation ETF ETF
$41.27
-0.06 (-0.15%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,369,876
Total Shares: 57,133
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2023Top Holder
52.6%
+41.2 pts
Top 5
100.0%
+60.8 pts
Top 10
100.0%
+38.2 pts
HHI
5,013
Highly concentrated+4,532
Quarterly Activity
vs Mar 31, 2023
New
0
Increased
2
Decreased
0
Sold Out
103
Unchanged
0
Holder count:
-103
Institutional value:
-98.8%
Shares held:
-99.0%
Top Buyers
vs Mar 31, 2023| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +12,884 | 27,083 | |
| Large Corient Private Wealth LLC | +2,503 | 30,050 |
Top Sellers
vs Mar 31, 2023No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2023No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 658,256 | $23,012,629 | |
| Small ATLAS CAPITAL ADVISORS INC. | 518,500 | $18,126,760 | |
| Small WNY Asset Management, LLC | 382,554 | $13,374,087 | |
| Large Lido Advisors, LLC | 365,899 | $12,791,828 | |
| Mega BlackRock Inc. | 344,222 | $12,034,001 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AOK | $1,246,474 | 52.60% | 30,050 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC AOK | $1,123,402 | 47.40% | 27,083 | Shares | 2026-09-02 |