AOK

Ishares Core Conservative Al

Latest period2024 - Q4Total superinvestors18

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Ishares Core Conservative Al (AOK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core Conservative Al (AOK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core Conservative Al (AOK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core Conservative Al (AOK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Increased 0.47%
0.03%
$227,381
6,096 shares@ 37.31 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -0.25%
0.02%
$214,964
5,824 shares@ 36.92 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
New Position
0.01%
$71,728
1,923 shares@ 37.31 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -1.54%
0.01%
$56,890
1,525 shares@ 37.31 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -53.72%
0.01%
$29,206
783 shares@ 37.31 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 2.36%
0.01%
$12,943
347 shares@ 37.3 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Increased 2.71%
0.01%
$5,670
152 shares@ 37.31 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 0.9%
0.01%
$4,233
113 shares@ 37.47 avg price