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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
9,483
shares
|
$927,532
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,445
shares
|
$923,815
0.05% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
9,433
shares
|
$922,641
0.09% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
9,430
shares
|
$922,348
0.12% of portfolio
|
Q3 2024
Added 68.18%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
9,396
shares
|
$919,022
0.23% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
9,366
shares
|
$916,088
0.48% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,287
shares
|
$908,361
0.18% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
9,214
shares
|
$901,221
0.07% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
9,207
shares
|
$900,536
0.65% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,204
shares
|
$900,243
0.13% of portfolio
|
Q3 2024
Added 60.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,197
shares
|
$899,558
0.02% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
9,152
shares
|
$895,157
0.14% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
9,080
shares
|
$888,114
0.2% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,051
shares
|
$885,278
0.13% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,014
shares
|
$881,659
0.16% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,999
shares
|
$880,192
0.01% of portfolio
|
Q2 2024
Reduced 47.97%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
8,988
shares
|
$879,116
1.33% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
8,958
shares
|
$876,181
0.53% of portfolio
|
Q3 2024
Reduced 30.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,955
shares
|
$875,888
0.06% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
8,922
shares
|
$872,660
0.11% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,909
shares
|
$871,389
0.48% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
8,831
shares
|
$863,760
0.11% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,783
shares
|
$859,065
0.17% of portfolio
|
Q3 2024
Added 43.49%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
8,741
shares
|
$854,957
0.42% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
8,723
shares
|
$853,196
0.21% of portfolio
|
Q3 2024
Reduced 6.4%
|