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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
194,250
shares
|
$19 Million
0.09% of portfolio
|
Q4 2022
Added 257.35%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
193,900
shares
|
$19 Million
17.28% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
192,476
shares
|
$18.8 Million
0.4% of portfolio
|
Q3 2024
Added 102.82%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
190,298
shares
|
$18.6 Million
11.96% of portfolio
|
Q4 2023
Added 42.29%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
188,773
shares
|
$18.5 Million
1.03% of portfolio
|
Q3 2024
Added 44.35%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
188,547
shares
|
$18.4 Million
9.06% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
188,131
shares
|
$18.4 Million
7.13% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
187,751
shares
|
$18.4 Million
13.19% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
186,810
shares
|
$18.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
186,244
shares
|
$18.2 Million
0.58% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
185,978
shares
|
$18.2 Million
0.82% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
185,572
shares
|
$18.1 Million
5.83% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
184,952
shares
|
$18.1 Million
0.77% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
184,845
shares
|
$18.1 Million
3.66% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
183,826
shares
|
$18 Million
1.52% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
183,500
shares
|
$17.9 Million
0.87% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
182,228
shares
|
$17.8 Million
0.27% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
181,288
shares
|
$17.7 Million
0.72% of portfolio
|
Q3 2024
Added 41.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
181,161
shares
|
$17.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
180,620
shares
|
$17.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
180,229
shares
|
$17.6 Million
12.9% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
175,856
shares
|
$17.2 Million
0.52% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
175,547
shares
|
$17.2 Million
5.76% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
172,788
shares
|
$16.9 Million
1.44% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
171,869
shares
|
$16.8 Million
6.41% of portfolio
|
Q3 2024
Added 3.11%
|