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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,094
shares
|
$987,294
0.04% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
10,088
shares
|
$986,707
0.1% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
10,071
shares
|
$985,044
0.7% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
10,068
shares
|
$984,751
0.28% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,026
shares
|
$980,643
0.19% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
10,017
shares
|
$979,762
0.59% of portfolio
|
Q3 2024
Reduced 86.36%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$978,100
0.05% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,981
shares
|
$976,241
0.14% of portfolio
|
Q3 2024
Added 54.53%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
9,962
shares
|
$974,383
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
9,953
shares
|
$973,502
0.71% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
9,912
shares
|
$969,492
0.18% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
9,900
shares
|
$968,319
0.65% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
9,819
shares
|
$960,396
0.3% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
9,735
shares
|
$952,180
0.72% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
9,724
shares
|
$951,104
0.64% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
9,676
shares
|
$946,409
0.26% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,666
shares
|
$945,431
0.64% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,665
shares
|
$945,333
0.01% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
9,651
shares
|
$943,964
0.34% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
9,623
shares
|
$941,225
0.3% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
9,586
shares
|
$937,606
0.18% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,577
shares
|
$936,726
0.38% of portfolio
|
Q2 2022
Added 3.88%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,568
shares
|
$935,846
0.56% of portfolio
|
Q3 2024
Added 113.71%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
9,553
shares
|
$934,378
0.08% of portfolio
|
Q3 2024
Added 46.0%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,498
shares
|
$928,999
0.17% of portfolio
|
Q3 2022
Added 0.55%
|