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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
18,888
shares
|
$1.85 Million
0.44% of portfolio
|
Q3 2024
Added 145.91%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
18,869
shares
|
$1.85 Million
1.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
18,697
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
18,645
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
18,616
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
18,601
shares
|
$1.82 Million
1.01% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,583
shares
|
$1.82 Million
0.34% of portfolio
|
Q1 2024
Added 89.64%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
18,580
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18,246
shares
|
$1.78 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
18,226
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,217
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
18,133
shares
|
$1.77 Million
0.94% of portfolio
|
Q1 2024
Reduced 44.96%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,087
shares
|
$1.77 Million
0.71% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
18,042
shares
|
$1.76 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
18,007
shares
|
$1.76 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,987
shares
|
$1.76 Million
1.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
17,900
shares
|
$1.75 Million
0.43% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,896
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
17,891
shares
|
$1.75 Million
1.35% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
17,764
shares
|
$1.74 Million
0.5% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
17,722
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
17,616
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,555
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
17,420
shares
|
$1.7 Million
0.97% of portfolio
|
Q3 2024
Reduced 29.25%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
17,410
shares
|
$1.7 Million
1.25% of portfolio
|
Q3 2024
Added 0.67%
|