DOSSIER · 13F Holders · Q2 2026
AOK

ISHARES TR

195 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289883·195 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$159M
visible holders
Holders
195
filers reporting
Concentration
16.43%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

AOK is an iShares Core Conservative Allocation ETF — a multi-asset ETF product, not an operating company with fundamental equity metrics. No operating-company summary warranted. Routing through stub to advance queue. Advise data team: this and similar fund/ETF products should be filtered before the stock-summary authoring queue.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$26M629K0.01%Q2 2026
02
BlackRock, Inc.
CIK 0002012383
$16M381K0.00%Q2 2026
03
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$14M348K3.30%Q2 2026
04
Elevation Capital Advisory, LLC
CIK 0001871112
$12M292K4.68%Q2 2026
05
Curran Financial Partners, LLC
CIK 0001843867
$9M226K1.40%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$9M208K0.01%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$7M175K0.00%Q2 2026
08
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$7M171K0.10%Q2 2026
09
One Capital Management, LLC
CIK 0001606588
$7M175K0.19%Q2 2026
10
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M163K0.00%Q2 2026
11
Investment Advisory Group, LLC
CIK 0001910273
$7M158K1.43%Q2 2026
12
Weaver Consulting Group
CIK 0001780055
$6M155K1.32%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M131K0.01%Q2 2026
14
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M103K0.00%Q2 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M104K0.01%Q1 2026
16
Hershey Financial Advisers, LLC
CIK 0002034214
$4M96K2.87%Q2 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$4M93K0.00%Q2 2026
18
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$3M83K0.04%Q2 2026
19
GTS SECURITIES LLC
CIK 0001452765· Market maker
$3M82K0.07%Q2 2026
20
Private Advisor Group, LLC
CIK 0001567755
$3M67K0.01%Q2 2026
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