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 $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
19,953
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,882
shares
|
$1.96 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,812
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
19,756
shares
|
$1.95 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
19,695
shares
|
$1.95 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
19,622
shares
|
$1.94 Million
0.51% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
19,578
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
19,571
shares
|
$1.93 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
19,488
shares
|
$1.93 Million
0.94% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
19,389
shares
|
$1.92 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
19,303
shares
|
$1.91 Million
0.63% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
19,258
shares
|
$1.9 Million
0.93% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
19,244
shares
|
$1.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 32.75%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
19,143
shares
|
$1.89 Million
0.58% of portfolio
|
Q1 2023
Added 20.71%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
19,129
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,120
shares
|
$1.89 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,098
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
19,032
shares
|
$1.88 Million
0.75% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
19,025
shares
|
$1.88 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
19,010
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
18,953
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2024
Reduced 34.54%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
18,949
shares
|
$1.87 Million
0.17% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
18,930
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
18,893
shares
|
$1.87 Million
0.33% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
18,889
shares
|
$1.87 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.41%
|