ISHARES CORE CONSERVATIVE AL (AOK) Institutional Shareholders
ISHARES CORE CONSERVATIVE AL (AOK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $233.20M in AOK holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AOK tracked by InsiderSet, reporting ownership valued at approximately $26.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.66M, representing an estimated loss of -1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed AOK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Blackrock, Inc., Strategic Investment Solutions, Inc., and several other long-term asset managers with concentrated positions in ISHARES CORE CONSERVATIVE AL (AOK).
This page ranks the largest institutional AOK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
180
Total Reported Value
$233.20M
Largest Holder
Lpl Financial Llc
Largest Position
$26.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 629,396 | $26,107,339 | $25,660,475 | -$446,864 | -1.71% | |
| Blackrock, Inc. | 0.00% | 381,368 | $15,819,145 | $15,548,373 | -$270,772 | -1.71% | |
| Strategic Investment Solutions, Inc. | 3.20% | 322,321 | $13,369,483 | $13,141,027 | -$228,456 | -1.71% | |
| Elevation Capital Advisory, Llc | 4.68% | 292,381 | $12,127,943 | $11,920,373 | -$207,570 | -1.71% | |
| Curran Financial Partners, Llc | 1.40% | 226,292 | $9,386,586 | $9,225,925 | -$160,661 | -1.71% | |
| Cetera Investment Advisers | 0.01% | 207,720 | $8,616,228 | $8,468,744 | -$147,484 | -1.71% | |
| Morgan Stanley | 0.00% | 175,361 | $7,274,057 | $7,149,468 | -$124,589 | -1.71% | |
| Cambridge Associates Llc | 0.10% | 170,773 | $7,083,664 | $6,962,415 | -$121,249 | -1.71% | |
| One Capital Management, Llc | 0.19% | 175,243 | $6,990,443 | $7,144,657 | +$154,214 | +2.21% | |
| Bank Of America Corp | 0.00% | 163,393 | $6,777,560 | $6,661,533 | -$116,027 | -1.71% | |
| Investment Advisory Group, Llc | 1.43% | 158,398 | $6,570,365 | $6,457,886 | -$112,479 | -1.71% | |
| Weaver Consulting Group | 1.32% | 155,483 | $6,449,440 | $6,339,042 | -$110,398 | -1.71% | |
| Osaic Holdings, Inc. | 0.01% | 130,764 | $5,424,590 | $5,331,248 | -$93,342 | -1.72% | |
| Wells Fargo & Company/Mn | 0.00% | 102,774 | $4,263,044 | $4,190,096 | -$72,948 | -1.71% | |
| Hershey Financial Advisers, Llc | 2.87% | 96,363 | $3,997,137 | $3,928,720 | -$68,417 | -1.71% | |
| Stifel Financial Corp | 0.00% | 93,294 | $3,869,882 | $3,803,596 | -$66,286 | -1.71% | |
| Foundations Investment Advisors, Llc | 0.04% | 83,171 | $3,449,937 | $3,390,882 | -$59,055 | -1.71% | |
| Gts Securities Llc | 0.07% | 81,672 | $3,387,755 | $3,329,767 | -$57,988 | -1.71% | |
| Private Advisor Group, Llc | 0.01% | 66,873 | $2,773,884 | $2,726,412 | -$47,472 | -1.71% | |
| High Net Worth Advisory Group Llc | 0.55% | 62,600 | $2,596,648 | $2,552,202 | -$44,446 | -1.71% | |
| Gilpin Wealth Management, Llc | 1.79% | 62,505 | $2,592,708 | $2,548,329 | -$44,379 | -1.71% | |
| Legacy Capital Wealth Partners, Llc | 0.44% | 54,879 | $2,276,381 | $2,237,417 | -$38,964 | -1.71% | |
| Avalon Capital Management | 0.50% | 50,746 | $2,104,944 | $2,068,914 | -$36,030 | -1.71% | |
| Rothschild Wealth Llc | 0.16% | 47,634 | $1,975,865 | $1,942,038 | -$33,827 | -1.71% | |
| Harbour Investments, Inc. | 0.03% | 47,557 | $1,972,665 | $1,938,899 | -$33,766 | -1.71% | |
| Jpmorgan Chase & Co | 0.00% | 44,422 | $1,842,625 | $1,811,085 | -$31,540 | -1.71% | |
| Lido Advisors, Llc | 0.01% | 43,175 | $1,790,917 | $1,760,245 | -$30,672 | -1.71% | |
| Basso Capital Management, L.P. | 0.42% | 40,858 | $1,694,770 | $1,665,781 | -$28,989 | -1.71% | |
| Brookstone Capital Management | 0.02% | 38,706 | $1,605,506 | $1,578,044 | -$27,462 | -1.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,697 | $1,605,160 | $1,577,677 | -$27,483 | -1.71% | |
| Jane Street Group, Llc | 0.00% | 37,111 | $1,539,364 | $1,513,015 | -$26,349 | -1.71% | |
| Susquehanna International Group, Llp | 0.00% | 36,402 | $1,509,955 | $1,484,110 | -$25,845 | -1.71% | |
| National Bank Of Canada | 0.00% | 35,767 | $1,483,615 | $1,458,221 | -$25,394 | -1.71% | |
| J.W. Cole Advisors, Inc. | 0.02% | 33,088 | $1,372,474 | $1,348,998 | -$23,476 | -1.71% | |
| Rcw Management, Llc | 1.19% | 31,989 | $1,326,904 | $1,304,192 | -$22,712 | -1.71% | |
| Consilium Wealth Advisory, Llc | 0.39% | 31,827 | $1,320,173 | $1,297,587 | -$22,586 | -1.71% | |
| Equitable Holdings, Inc. | 0.01% | 30,123 | $1,249,496 | $1,228,115 | -$21,381 | -1.71% | |
| Corient Private Wealth Llc | 0.00% | 30,050 | $1,246,467 | $1,225,139 | -$21,329 | -1.71% | |
| Bluestem Wealth Partners, Llc | 0.12% | 29,199 | $1,211,179 | $1,190,443 | -$20,736 | -1.71% | |
| Rik Saylor Financial, Inc. | 0.80% | 28,954 | $1,201,013 | $1,180,455 | -$20,558 | -1.71% | |
| Mariner, Llc | 0.00% | 28,754 | $1,192,714 | $1,172,301 | -$20,413 | -1.71% | |
| Ameriprise Financial Inc | 0.00% | 28,116 | $1,166,235 | $1,146,289 | -$19,946 | -1.71% | |
| Ameritas Advisory Services, Llc | 0.02% | 27,282 | $1,131,663 | $1,112,287 | -$19,376 | -1.71% | |
| Citadel Advisors Llc | 0.00% | 27,083 | $1,123,403 | $1,104,174 | -$19,229 | -1.71% | |
| Ubs Group Ag | 0.00% | 26,930 | $1,117,056 | $1,097,936 | -$19,120 | -1.71% | |
| Thrive Capital Management, Llc | 0.21% | 26,529 | $1,100,414 | $1,081,587 | -$18,827 | -1.71% | |
| L.K. Benson & Company, P.C. | 0.29% | 23,418 | $971,378 | $954,752 | -$16,626 | -1.71% | |
| Perryman Financial Advisory Inc | 0.13% | 22,968 | $952,723 | $936,405 | -$16,318 | -1.71% | |
| Jones Financial Companies Lllp | 0.00% | 23,031 | $951,636 | $938,974 | -$12,662 | -1.33% | |
| Waverly Advisors, Llc | 0.01% | 22,925 | $950,932 | $934,652 | -$16,280 | -1.71% |
Frequently asked questions about AOK
Who owns the most AOK stock?
The largest holders of AOK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE CONSERVATIVE AL (AOK).
Is AOK widely held by superinvestors?
Many widely followed stocks like AOK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AOK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.