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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
215,627
shares
|
$21.1 Million
0.92% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
214,968
shares
|
$21 Million
9.08% of portfolio
|
Q3 2024
Added 46.71%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
214,630
shares
|
$21 Million
2.39% of portfolio
|
Q3 2024
Added 41.5%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
213,357
shares
|
$20.9 Million
0.66% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
213,034
shares
|
$20.8 Million
2.68% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
210,695
shares
|
$20.6 Million
1.73% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
209,359
shares
|
$20.5 Million
11.34% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
209,308
shares
|
$20.5 Million
7.84% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
208,617
shares
|
$20.4 Million
3.31% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
207,833
shares
|
$20.3 Million
0.33% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
205,968
shares
|
$20.1 Million
14.73% of portfolio
|
Q3 2024
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
204,971
shares
|
$20 Million
3.59% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
204,743
shares
|
$20 Million
1.63% of portfolio
|
Q3 2024
Added 30.37%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
204,560
shares
|
$20 Million
17.68% of portfolio
|
Q3 2024
Reduced 72.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
202,401
shares
|
$19.8 Million
0.26% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
200,598
shares
|
$19.6 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
199,836
shares
|
$19.5 Million
1.56% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
199,415
shares
|
$19.5 Million
1.82% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
198,800
shares
|
$19.4 Million
5.27% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
198,799
shares
|
$19.4 Million
0.61% of portfolio
|
Q3 2024
Added 244.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
197,459
shares
|
$19.3 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
196,946
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
196,531
shares
|
$19.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
195,489
shares
|
$19.1 Million
2.16% of portfolio
|
Q3 2024
Added 60.24%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
194,472
shares
|
$19 Million
0.44% of portfolio
|
Q3 2024
Added 113.6%
|