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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Core 30/70 Conservative Allocation ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
30,050
Value (USD)
$1,246,467
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AOK fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AOK fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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