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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
53,633
shares
|
$5.25 Million
1.29% of portfolio
|
Q3 2024
Added 163.05%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
53,619
shares
|
$5.24 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,322
shares
|
$5.22 Million
0.13% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
53,281
shares
|
$5.21 Million
0.38% of portfolio
|
Q3 2024
Added 68.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
53,275
shares
|
$5.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
53,188
shares
|
$5.2 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
52,859
shares
|
$5.17 Million
2.38% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
52,757
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.28%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
52,634
shares
|
$5.15 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
52,554
shares
|
$5.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
52,504
shares
|
$5.14 Million
0.99% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
52,144
shares
|
$5.1 Million
0.6% of portfolio
|
Q3 2024
Added 34.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
52,075
shares
|
$5.09 Million
0.83% of portfolio
|
Q3 2024
Added 36.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,973
shares
|
$5.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
51,934
shares
|
$5.08 Million
0.38% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
51,906
shares
|
$5.08 Million
1.13% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
51,900
shares
|
$5.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
51,411
shares
|
$5.03 Million
3.54% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
50,918
shares
|
$4.98 Million
1.81% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
50,821
shares
|
$4.97 Million
1.23% of portfolio
|
Q4 2023
Reduced 87.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,491
shares
|
$4.94 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.55%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
50,269
shares
|
$4.92 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
50,212
shares
|
$4.91 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
50,001
shares
|
$4.89 Million
0.84% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
49,845
shares
|
$4.88 Million
0.49% of portfolio
|
Q3 2024
Added 478.85%
|