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
travis weaver@Weaver Consulting Group
Recent Activity
Increased 0.94%
1.75%
$5.657M
151,665 shares@ 37.3 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Decreased -1.42%
1.76%
$5.239M
140,467 shares@ 37.31 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -26.24%
0.03%
$1.775M
47,597 shares@ 37.3 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$1.412M
37,853 shares@ 37.31 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -13.51%
0.23%
$786,607
21,089 shares@ 37.3 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
New Position
0.05%
$668,000
17,911 shares@ 37.3 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
New Position
0.23%
$621,608
16,665 shares@ 37.31 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 31.38%
0.08%
$306,612
8,220 shares@ 37.31 avg price
Rhonda Carter@Well Done, Llc
Recent Activity
0.05%
$265,749
6,874 shares@ 38.67 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -5.6%
0.01%
$238,683
6,399 shares@ 37.31 avg price