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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
45,951
shares
|
$4.49 Million
0.24% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
45,949
shares
|
$4.49 Million
1.73% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
45,826
shares
|
$4.48 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,590
shares
|
$4.46 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
45,330
shares
|
$4.43 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,992
shares
|
$4.4 Million
1.85% of portfolio
|
Q3 2023
Reduced 26.25%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
44,985
shares
|
$4.4 Million
2.79% of portfolio
|
Q3 2024
Added 354.3%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
44,892
shares
|
$4.39 Million
0.18% of portfolio
|
Q3 2024
Added 51.62%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
44,887
shares
|
$4.39 Million
0.36% of portfolio
|
Q3 2022
Reduced 15.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
44,777
shares
|
$4.38 Million
0.29% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
44,771
shares
|
$4.38 Million
0.47% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
44,585
shares
|
$4.36 Million
2.87% of portfolio
|
Q3 2024
Added 721.39%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
44,298
shares
|
$4.33 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
44,050
shares
|
$4.31 Million
1.99% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
43,979
shares
|
$4.3 Million
0.41% of portfolio
|
Q3 2024
Added 40.34%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
43,878
shares
|
$4.29 Million
1.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
43,818
shares
|
$4.29 Million
1.45% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,659
shares
|
$4.27 Million
1.1% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
43,651
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
43,540
shares
|
$4.26 Million
2.23% of portfolio
|
Q4 2022
Added 20.18%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
43,422
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Added 53507.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
43,415
shares
|
$4.25 Million
0.82% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
43,375
shares
|
$4.24 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
43,144
shares
|
$4.22 Million
0.4% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
43,070
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.21%
|