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 |
|---|---|---|---|---|---|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
65,656
shares
|
$6.42 Million
2.03% of portfolio
|
Q3 2019
Added 1.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
65,496
shares
|
$6.41 Million
0.24% of portfolio
|
Q3 2024
Added 549.18%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
65,013
shares
|
$6.36 Million
2.52% of portfolio
|
Q3 2024
Added 36.89%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
65,000
shares
|
$6.36 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,953
shares
|
$6.35 Million
0.28% of portfolio
|
Q3 2024
Added 61.68%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
64,672
shares
|
$6.33 Million
0.68% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
64,521
shares
|
$6.31 Million
0.15% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
64,419
shares
|
$6.3 Million
3.96% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
64,383
shares
|
$6.3 Million
0.57% of portfolio
|
Q3 2024
Added 292.87%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
64,316
shares
|
$6.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
64,296
shares
|
$6.29 Million
3.56% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
64,037
shares
|
$6.26 Million
0.32% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
63,520
shares
|
$6.21 Million
1.57% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
63,442
shares
|
$6.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 85.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
63,347
shares
|
$6.2 Million
0.08% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
63,291
shares
|
$6.19 Million
0.56% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
63,204
shares
|
$6.18 Million
3.37% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
62,105
shares
|
$6.07 Million
3.36% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
61,595
shares
|
$6.02 Million
0.24% of portfolio
|
Q3 2024
Added 27.6%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
61,552
shares
|
$6.02 Million
1.6% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
61,526
shares
|
$6.02 Million
1.16% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
61,514
shares
|
$6.02 Million
0.63% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
61,480
shares
|
$6.01 Million
3.11% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
61,447
shares
|
$6.01 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
61,049
shares
|
$5.97 Million
3.27% of portfolio
|
Q3 2024
Added 0.44%
|