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 1,869 institutions that hold shares in the stock, with a total of 952 Million shares, which have been reported (via 13F filing form) to have a value of $91.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
2,220,916
shares
|
$214 Million
2.73% of portfolio
|
Q1 2024
Added 6.74%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
2,145,431
shares
|
$207 Million
3.0% of portfolio
|
Q1 2024
Added 2.18%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
2,129,842
shares
|
$206 Million
6.65% of portfolio
|
Q1 2024
New holding
|
|
Quotient Wealth Partners, LLC
Houston, TX |
May 14, 2024 Q1 2024 |
2,067,506
shares
|
$200 Million
7.23% of portfolio
|
Q1 2024
Added 17.18%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
2,042,285
shares
|
$197 Million
0.32% of portfolio
|
Q1 2024
Added 39.06%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,036,560
shares
|
$197 Million
0.33% of portfolio
|
Q1 2024
Added 6.49%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 10, 2024 Q1 2024 |
1,954,700
shares
|
$189 Million
0.29% of portfolio
|
Q1 2024
Added 27.66%
|
|
Edgehill Endowment Partners, LLC
|
May 07, 2024 Q1 2024 |
1,936,260
shares
|
$187 Million
23.23% of portfolio
|
Q1 2024
Added 11.9%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,891,632
shares
|
$183 Million
0.49% of portfolio
|
Q1 2024
Added 51.36%
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 14, 2024 Q1 2024 |
1,745,552
shares
|
$168 Million
28.84% of portfolio
|
Q1 2024
Added 25.68%
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 23, 2024 Q1 2024 |
1,737,414
shares
|
$168 Million
4.59% of portfolio
|
Q1 2024
Added 87.63%
|
|
Vantagepoint Investment Advisers LLC
|
May 01, 2024 Q1 2024 |
1,698,198
shares
|
$164 Million
27.52% of portfolio
|
Q4 2023
Added 21.66%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,662,844
shares
|
$160 Million
2.28% of portfolio
|
Q1 2024
Added 16.53%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
1,610,932
shares
|
$155 Million
4.55% of portfolio
|
Q1 2024
Added 6.13%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
1,552,117
shares
|
$150 Million
1.8% of portfolio
|
Q1 2024
Reduced 13.63%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
1,540,974
shares
|
$149 Million
8.59% of portfolio
|
Q1 2024
Added 6.13%
|
|
Stairway Partners, LLC
|
Apr 03, 2024 Q1 2024 |
1,525,427
shares
|
$147 Million
12.07% of portfolio
|
Q1 2024
Added 27.81%
|
|
Geisinger Health
Danville, PA |
May 15, 2024 Q1 2024 |
1,515,813
shares
|
$146 Million
41.38% of portfolio
|
Q1 2024
Reduced 13.85%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
1,507,257
shares
|
$145 Million
0.3% of portfolio
|
Q1 2024
Added 83.44%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,442,184
shares
|
$139 Million
0.07% of portfolio
|
Q1 2024
Added 17.35%
|
|
Gen Trust, LLC
|
Apr 19, 2024 Q1 2024 |
1,438,348
shares
|
$139 Million
8.69% of portfolio
|
Q1 2024
Added 1.16%
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 10, 2024 Q1 2024 |
1,413,455
shares
|
$136 Million
0.32% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 15, 2024 Q1 2024 |
1,406,300
shares
|
$136 Million
23.18% of portfolio
|
Q1 2024
Added 18.73%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,394,141
shares
|
$135 Million
14.63% of portfolio
|
Q1 2024
Added 22.58%
|
|
Cahaba Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
1,366,297
shares
|
$132 Million
12.18% of portfolio
|
Q1 2024
Added 3.52%
|