DOSSIER · 13F Holders · Q1 2026
AOK

ISHARES TR

179 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289883·179 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$135M
visible holders
Holders
179
filers reporting
Concentration
18.93%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 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.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$25M639K0.01%Q1 2026
02
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$14M348K3.30%Q2 2026
03
BlackRock, Inc.
CIK 0002012383
$14M344K0.00%Q1 2026
04
Curran Financial Partners, LLC
CIK 0001843867
$8M203K1.45%Q1 2026
05
Cetera Investment Advisers
CIK 0001666741
$8M200K0.01%Q1 2026
06
One Capital Management, LLC
CIK 0001606588
$7M175K0.19%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$7M173K0.00%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M166K0.00%Q1 2026
09
Weaver Consulting Group
CIK 0001780055
$6M149K1.41%Q1 2026
10
Investment Advisory Group, LLC
CIK 0001910273
$6M147K1.49%Q1 2026
11
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M108K0.00%Q1 2026
12
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M104K0.01%Q1 2026
13
Elevation Capital Advisory, LLC
CIK 0001871112
$4M103K1.75%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M90K0.01%Q1 2026
15
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$3M79K0.04%Q1 2026
16
Private Advisor Group, LLC
CIK 0001567755
$3M72K0.01%Q1 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$3M72K0.00%Q1 2026
18
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M68K0.00%Q1 2026
19
GILPIN WEALTH MANAGEMENT, LLC
CIK 0002058144
$3M63K1.79%Q2 2026
20
High Net Worth Advisory Group LLC
CIK 0001919142
$2M57K0.53%Q1 2026
Page 1 of 9
159 more holders available. Log in →