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Public ownership evidence

iShares Core 30/70 Conservative Allocation ETF (AOK) Ownership Disclosures

Read AOK insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2830,050$1,246,467None
Archer Investment Corp2026-06-302026-08-20617$25,593None
Madrid Financial Services2025-12-312026-08-1914,584$585,257None
Madrid Financial Services2025-09-302026-08-1914,328$575,409None
Madrid Financial Services2025-06-302026-08-1917,960$701,698None
Madrid Financial Services2025-03-312026-08-1917,687$665,562None
Madrid Financial Services2024-12-312026-08-1922,368$834,325None
Leo H. Evart, Inc.2026-06-302026-08-19692$28,707None
Corient Private Wealth LP2026-06-302026-08-1830,050$1,246,467None
Camarda Financial Advisors, LLC2026-06-302026-08-1817,825$739,381None
Equitable Holdings, Inc.2026-06-302026-08-1830,123$1,249,496None
Synergy Investment Management, LLC2026-06-302026-08-15639$26,519None
Glen Eagle Advisors, LLC2026-06-302026-08-151,247$51,711None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1511,339$470,342None
Valley Financial Group, Inc.2026-06-302026-08-157,049$292,372None
Mutual Advisors, LLC2026-06-302026-08-155,024$208,397None
Ameritas Advisory Services, LLC2026-06-302026-08-1527,282$1,131,663None
Western Wealth Management, LLC2026-06-302026-08-155,104$211,724None
Foundations Investment Advisors, LLC2026-06-302026-08-1562,346$2,586,116None
Foundations Investment Advisors, LLC2026-06-302026-08-1520,825$863,821None
Qube Research & Technologies Ltd2026-06-302026-08-15666$27,626None
IFG Advisory, LLC2026-06-302026-08-15251$10,431None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,426$266,553None
OSAIC HOLDINGS, INC.2026-06-302026-08-15124,338$5,158,037None
JANE STREET GROUP, LLC2026-06-302026-08-1537,111$1,539,364None
Redmond Asset Management, LLC2026-06-302026-08-154,935$204,704None
GTS SECURITIES LLC2026-06-302026-08-1581,672$3,387,755None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,870$1,197,528None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,532$312,427None
Waverly Advisors, LLC2026-06-302026-08-1522,925$950,932None
&PARTNERS2026-06-302026-08-155,543$229,924None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1523,031$951,636None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15889$36,876None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1527,227$1,129,359None
Ausdal Financial Partners, Inc.2026-06-302026-08-155,940$246,395None
Ausdal Financial Partners, Inc.2026-06-302026-08-155,962$247,304None
Cerity Partners LLC2026-06-302026-08-15704$29,222None
Cerity Partners LLC2026-06-302026-08-1515,182$629,741None
ROYAL BANK OF CANADA2026-06-302026-08-152,025$84,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,331$263,000None
ROYAL BANK OF CANADA2026-06-302026-08-1513,346$554,000None
CITADEL ADVISORS LLC2026-06-302026-08-1527,083$1,123,403None
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2026-06-302026-08-15170,773$7,083,664None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,587$314,708None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,917$618,772None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1569,886$2,898,861None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15550$22,814None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1532,338$1,341,369None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1568,467$2,840,011None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1527,833$1,154,513None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Archer Investment Corp ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Leo H. Evart, Inc. ↗Corient Private Wealth LP ↗Camarda Financial Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.