Funds holding iShares Core 30/70 Conservativ
ISIN US4642898831 · United States · LEI 5493006RWQOSWQVI0659
- Fund holders
- 2
- Of which ETFs
- 2 0 other funds
- Value held
- 6.4M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FundX Flexible ETF FundX Investment Trust | 101,408 | 4M $ | 8.17 % | as of Mar 31, 2026 ↗ |
| FundX Conservative ETF FundX Investment Trust | 59,412 | 2.4M $ | 4.91 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| FundX Flexible ETF FundX Investment Trust | 8.17 % | as of Mar 31, 2026 ↗ |
| FundX Conservative ETF FundX Investment Trust | 4.91 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 160,820 | +22.5 % |
| 2026Q1 | 2 | 131,312 |
Institutional managers
163 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 638,539 | 25.5M $ | as of Mar 31, 2026 |
| Strategic Investment Solutions, Inc. /IL | 396,812 | 15.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 343,820 | 13.7M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 218,371 | 8.7M $ | as of Mar 31, 2026 |
| Curran Financial Partners, LLC | 203,036 | 8.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 200,198 | 8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 178,434 | 7.1M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 175,243 | 7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 172,626 | 6.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 165,955 | 6.6M $ | as of Mar 31, 2026 |
| Weaver Consulting Group | 148,591 | 5.9M $ | as of Mar 31, 2026 |
| Investment Advisory Group, LLC | 147,271 | 5.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 108,224 | 4.3M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 103,594 | 4.1K $ | as of Mar 31, 2026 |
| Elevation Capital Advisory, LLC | 102,956 | 4.1M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 89,901 | 3.6M $ | as of Mar 31, 2026 |
| Foundations Investment Advisors, LLC | 79,258 | 3.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 71,809 | 2.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 71,533 | 2.9M $ | as of Mar 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | 71,015 | 2.8M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,378 | 2.7M $ | as of Mar 31, 2026 |
| High Net Worth Advisory Group LLC | 56,600 | 2.3M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 55,500 | 2.2M $ | as of Mar 31, 2026 |
| Legacy Capital Wealth Partners, LLC | 54,879 | 2.2M $ | as of Mar 31, 2026 |
| AVALON CAPITAL MANAGEMENT | 51,432 | 2.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares Core 30/70 Conservativ". https://titelia.com/en/stocks/ishares-core-30-70-conservativ-US4642898831