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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,540
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
13,522
shares
|
$1.32 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13,507
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
13,486
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,479
shares
|
$1.32 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
13,410
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Added 45.24%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,341
shares
|
$1.3 Million
0.4% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 13, 2024 Q3 2024 |
13,325
shares
|
$1.3 Million
8.98% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
13,238
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2024
Reduced 51.38%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
13,214
shares
|
$1.29 Million
0.38% of portfolio
|
Q3 2024
Added 426.24%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
13,167
shares
|
$1.29 Million
0.26% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
13,145
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2024
Added 62.97%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
13,125
shares
|
$1.28 Million
1.26% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,114
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
13,107
shares
|
$1.28 Million
0.4% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
13,103
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
13,050
shares
|
$1.28 Million
0.83% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
13,004
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
12,999
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 33.54%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
12,980
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
12,963
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,963
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
12,959
shares
|
$1.27 Million
0.68% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
12,931
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
12,901
shares
|
$1.26 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.28%
|