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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
15,885
shares
|
$1.55 Million
0.57% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
15,883
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,821
shares
|
$1.55 Million
0.65% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
15,795
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
15,788
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
15,778
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
15,681
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2024
Added 233.85%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
15,570
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,512
shares
|
$1.52 Million
0.38% of portfolio
|
Q3 2024
Added 82.54%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
15,498
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
15,478
shares
|
$1.51 Million
0.35% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
15,451
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
15,398
shares
|
$1.51 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
15,369
shares
|
$1.5 Million
0.35% of portfolio
|
Q3 2024
Added 49.43%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
15,348
shares
|
$1.5 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
15,299
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
15,183
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
15,093
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
15,039
shares
|
$1.47 Million
2.62% of portfolio
|
Q2 2022
Reduced 22.52%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,958
shares
|
$1.46 Million
0.51% of portfolio
|
Q3 2024
Added 216.24%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
14,944
shares
|
$1.46 Million
0.39% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.46 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
14,818
shares
|
$1.45 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
14,748
shares
|
$1.44 Million
0.24% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
14,741
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
New holding
|