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 |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
11,813
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
11,783
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,775
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
11,729
shares
|
$1.15 Million
0.54% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,607
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,563
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,468
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 74.91%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
11,458
shares
|
$1.12 Million
0.66% of portfolio
|
Q3 2024
Reduced 90.01%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
11,420
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
11,410
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
11,380
shares
|
$1.11 Million
0.84% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
11,336
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,322
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,308
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
11,293
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,290
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
11,260
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
11,205
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
11,191
shares
|
$1.09 Million
0.6% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
11,162
shares
|
$1.09 Million
0.58% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
11,159
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,144
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,143
shares
|
$1.09 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
11,072
shares
|
$1.08 Million
0.51% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,049
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 14.85%
|