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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
86,988
shares
|
$8.51 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
86,904
shares
|
$8.5 Million
0.48% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
86,326
shares
|
$8.44 Million
0.67% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
86,252
shares
|
$8.44 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
85,862
shares
|
$8.4 Million
0.97% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
85,175
shares
|
$8.33 Million
3.48% of portfolio
|
Q1 2023
Added 11.72%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
84,839
shares
|
$8.3 Million
3.82% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
84,180
shares
|
$8.23 Million
8.87% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
83,356
shares
|
$8.15 Million
0.75% of portfolio
|
Q3 2024
Reduced 28.99%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
83,248
shares
|
$8.14 Million
1.64% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
82,943
shares
|
$8.11 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
82,882
shares
|
$8.11 Million
5.9% of portfolio
|
Q3 2024
Added 90.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
82,440
shares
|
$8.06 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
81,821
shares
|
$8 Million
0.1% of portfolio
|
Q3 2024
Added 61.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
81,722
shares
|
$7.99 Million
0.14% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
81,620
shares
|
$7.98 Million
16.3% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
81,288
shares
|
$7.95 Million
0.21% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
81,219
shares
|
$7.94 Million
2.42% of portfolio
|
Q3 2024
Reduced 69.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
79,666
shares
|
$7.79 Million
0.3% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
79,405
shares
|
$7.77 Million
0.25% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
79,079
shares
|
$7.73 Million
8.49% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
78,729
shares
|
$7.7 Million
0.58% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
78,408
shares
|
$7.67 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
78,137
shares
|
$7.64 Million
3.96% of portfolio
|
Q2 2023
Added 156.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
77,925
shares
|
$7.62 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.85%
|