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 |
|---|---|---|---|---|---|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
37,883
shares
|
$3.71 Million
2.71% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
37,852
shares
|
$3.7 Million
1.13% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
37,745
shares
|
$3.69 Million
0.25% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
37,458
shares
|
$3.66 Million
0.36% of portfolio
|
Q3 2024
Added 82.74%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
37,377
shares
|
$3.66 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
37,355
shares
|
$3.65 Million
0.91% of portfolio
|
Q2 2024
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
37,110
shares
|
$3.63 Million
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
36,958
shares
|
$3.61 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,925
shares
|
$3.61 Million
0.1% of portfolio
|
Q4 2023
Added 1102.77%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
36,593
shares
|
$3.58 Million
3.46% of portfolio
|
Q2 2023
Added 1.98%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
36,420
shares
|
$3.56 Million
1.89% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
36,372
shares
|
$3.56 Million
0.07% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
36,345
shares
|
$3.55 Million
0.44% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
36,255
shares
|
$3.55 Million
2.06% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
36,109
shares
|
$3.53 Million
2.99% of portfolio
|
Q3 2024
Reduced 44.96%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
36,063
shares
|
$3.53 Million
0.35% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
35,931
shares
|
$3.51 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
35,616
shares
|
$3.48 Million
0.77% of portfolio
|
Q3 2024
Added 63.96%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
35,607
shares
|
$3.48 Million
0.8% of portfolio
|
Q4 2022
Added 32.59%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
35,398
shares
|
$3.46 Million
0.47% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
35,048
shares
|
$3.43 Million
3.25% of portfolio
|
Q3 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
35,026
shares
|
$3.43 Million
1.07% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
34,903
shares
|
$3.41 Million
2.73% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
34,785
shares
|
$3.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 60.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
34,443
shares
|
$3.37 Million
0.71% of portfolio
|
Q3 2024
Reduced 11.39%
|