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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
42,927
shares
|
$4.2 Million
1.47% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.17 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
42,622
shares
|
$4.17 Million
0.32% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
42,416
shares
|
$4.15 Million
0.52% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.14 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
42,297
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
42,160
shares
|
$4.12 Million
0.64% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
42,097
shares
|
$4.12 Million
3.14% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
41,738
shares
|
$4.08 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
41,659
shares
|
$4.07 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
41,122
shares
|
$4.02 Million
2.98% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
41,120
shares
|
$4.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
41,032
shares
|
$4.01 Million
1.15% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
40,848
shares
|
$4 Million
0.53% of portfolio
|
Q3 2023
Reduced 19.48%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
39,869
shares
|
$3.9 Million
2.0% of portfolio
|
Q2 2024
Added 13.11%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
39,638
shares
|
$3.88 Million
0.38% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
39,591
shares
|
$3.87 Million
2.13% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
39,575
shares
|
$3.87 Million
0.33% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
39,510
shares
|
$3.86 Million
0.74% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
39,489
shares
|
$3.86 Million
3.13% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,157
shares
|
$3.83 Million
1.12% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
39,099
shares
|
$3.82 Million
1.85% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
38,513
shares
|
$3.77 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.75 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
38,261
shares
|
$3.74 Million
2.19% of portfolio
|
Q3 2024
New holding
|