Who owns iShares Core 30/70 Conservative Allocation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AOK from SEC Form 13F filings across 183 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 183 institutions disclosed 5.9M shares of iShares Core 30/70 Conservative Allocation ETF worth $241.3M — about 29.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
183
13F holders
$241.3M
value, 2026 filers
29.8%
of shares outstanding (5.9M sh)
34
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AOK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 629,396 | $26.1M | 0.0% | 3.2% | -1.4% |
| 2 | BlackRock, Inc. | 381,368 | $15.8M | 0.0% | 1.9% | +10.9% |
| 3 | Strategic Investment Solutions, Inc. /IL | 347,664 | $14.4M | 3.3% | 1.8% | -12.4% |
| 4 | Elevation Capital Advisory, LLC | 292,381 | $12.1M | 4.7% | 1.5% | +184.0% |
| 5 | Curran Financial Partners, LLC | 226,292 | $9.4M | 1.4% | 1.1% | +11.5% |
| 6 | Cetera Investment Advisers | 207,720 | $8.6M | 0.0% | 1.1% | +3.8% |
| 7 | MORGAN STANLEY | 175,361 | $7.3M | 0.0% | 0.9% | +1.6% |
| 8 | One Capital Management, LLC | 175,243 | $7.0M | 0.2% | 0.9% | 0.0% |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADVNEW | 170,773 | $7.1M | 0.1% | 0.9% | new |
| 10 | BANK OF AMERICA CORP /DE/ | 163,393 | $6.8M | 0.0% | 0.8% | -1.5% |
| 11 | Investment Advisory Group, LLC | 158,398 | $6.6M | 1.4% | 0.8% | +7.6% |
| 12 | Weaver Consulting Group | 155,483 | $6.4M | 1.3% | 0.8% | +4.6% |
| 13 | OSAIC HOLDINGS, INC. | 130,764 | $5.4M | 0.0% | 0.7% | +45.5% |
| 14 | Cambridge Investment Research Advisors, Inc. | 114,469 | $4.7M | 0.0% | 0.6% | +10.5% |
| 15 | WELLS FARGO & COMPANY/MN | 102,774 | $4.3M | 0.0% | 0.5% | -5.0% |
| 16 | Hershey Financial Advisers, LLCNEW | 96,363 | $4.0M | 2.9% | 0.5% | new |
| 17 | STIFEL FINANCIAL CORP | 93,294 | $3.9M | 0.0% | 0.5% | +30.4% |
| 18 | Foundations Investment Advisors, LLC | 83,171 | $3.4M | 0.0% | 0.4% | +4.9% |
| 19 | GTS SECURITIES LLCNEW | 81,672 | $3.4M | 0.1% | 0.4% | new |
| 20 | Private Advisor Group, LLC | 66,873 | $2.8M | 0.0% | 0.3% | -6.9% |
| 21 | CONGRESS ASSET MANAGEMENT CO | 63,705 | $63,705 | 0.0% | 0.3% | -64.3% |
| 22 | High Net Worth Advisory Group LLC | 62,600 | $2.6M | 0.6% | 0.3% | +10.6% |
| 23 | GILPIN WEALTH MANAGEMENT, LLC | 62,505 | $2.6M | 1.8% | 0.3% | -12.0% |
| 24 | Legacy Capital Wealth Partners, LLC | 54,879 | $2.3M | 0.4% | 0.3% | 0.0% |
| 25 | AVALON CAPITAL MANAGEMENT | 50,746 | $2.1M | 0.5% | 0.3% | -1.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.