Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 1,967 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
249,295
shares
|
$24.4 Million
1.51% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
248,200
shares
|
$24.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
241,694
shares
|
$23.6 Million
15.8% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
240,537
shares
|
$23.5 Million
2.07% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
239,410
shares
|
$23.4 Million
4.53% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
238,788
shares
|
$23.4 Million
2.7% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
238,618
shares
|
$23.3 Million
9.73% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
235,634
shares
|
$23 Million
5.38% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
234,970
shares
|
$23 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
233,153
shares
|
$22.8 Million
4.55% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
232,225
shares
|
$22.7 Million
1.5% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
231,029
shares
|
$22.6 Million
16.85% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$22.5 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
227,752
shares
|
$22.3 Million
0.47% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
225,061
shares
|
$22 Million
2.21% of portfolio
|
Q2 2023
Added 6.51%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
224,351
shares
|
$21.9 Million
3.87% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
223,990
shares
|
$21.9 Million
0.4% of portfolio
|
Q3 2024
Added 125.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
223,303
shares
|
$21.8 Million
0.29% of portfolio
|
Q3 2024
Added 128.73%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
222,389
shares
|
$21.7 Million
3.3% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
221,674
shares
|
$21.7 Million
5.14% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
220,662
shares
|
$21.6 Million
3.16% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
218,870
shares
|
$21.4 Million
0.93% of portfolio
|
Q3 2024
Reduced 29.45%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
217,500
shares
|
$21.3 Million
6.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
217,218
shares
|
$21.2 Million
18.1% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
216,848
shares
|
$21.2 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.36%
|