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 1,968 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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
161,419
shares
|
$15.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
160,499
shares
|
$15.7 Million
10.4% of portfolio
|
Q2 2022
Reduced 3.55%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
159,733
shares
|
$15.6 Million
4.16% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
159,492
shares
|
$15.6 Million
1.04% of portfolio
|
Q3 2024
Added 74.25%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
157,229
shares
|
$15.4 Million
8.79% of portfolio
|
Q3 2024
Added 110.51%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
156,464
shares
|
$15.3 Million
1.89% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
154,490
shares
|
$15.1 Million
11.26% of portfolio
|
Q4 2023
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
153,258
shares
|
$15 Million
6.73% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
152,004
shares
|
$14.9 Million
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150,531
shares
|
$14.7 Million
3.95% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
149,404
shares
|
$14.6 Million
7.67% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
148,594
shares
|
$14.5 Million
1.55% of portfolio
|
Q3 2024
Added 393.09%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
147,703
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
146,453
shares
|
$14.3 Million
2.54% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
145,795
shares
|
$14.3 Million
0.88% of portfolio
|
Q3 2024
Added 2227.51%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
145,728
shares
|
$14.2 Million
2.06% of portfolio
|
Q3 2024
Added 763.78%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
145,577
shares
|
$14.2 Million
5.06% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
144,864
shares
|
$14.2 Million
0.47% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
143,862
shares
|
$14.1 Million
1.69% of portfolio
|
Q3 2024
Added 64.33%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
143,381
shares
|
$14 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
142,795
shares
|
$14 Million
0.45% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
142,262
shares
|
$13.9 Million
5.92% of portfolio
|
Q3 2024
Added 42.39%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
142,167
shares
|
$13.9 Million
7.7% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
140,417
shares
|
$13.7 Million
1.46% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
140,085
shares
|
$13.7 Million
8.62% of portfolio
|
Q3 2024
Added 6.44%
|