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 1,967 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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,010,546
shares
|
$98.8 Million
2.02% of portfolio
|
Q3 2024
Added 212.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,005,918
shares
|
$98.4 Million
2.35% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,001,908
shares
|
$98 Million
0.95% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
996,327
shares
|
$97.4 Million
2.44% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
992,594
shares
|
$97.1 Million
0.07% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
989,922
shares
|
$96.8 Million
5.91% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
979,332
shares
|
$95.8 Million
12.25% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
961,080
shares
|
$94 Million
8.7% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
956,225
shares
|
$93.5 Million
2.5% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
955,526
shares
|
$93.4 Million
0.13% of portfolio
|
Q3 2024
Added 484.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
947,014
shares
|
$92.6 Million
2.16% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
944,669
shares
|
$92.4 Million
11.66% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
937,113
shares
|
$91.6 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
901,674
shares
|
$88.2 Million
0.36% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
901,300
shares
|
$88.1 Million
0.04% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
893,650
shares
|
$87.4 Million
9.63% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
891,088
shares
|
$87.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
887,008
shares
|
$86.7 Million
2.74% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
881,827
shares
|
$86.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
874,450
shares
|
$85.5 Million
0.39% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
870,076
shares
|
$85.1 Million
0.04% of portfolio
|
Q3 2024
Added 355.61%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
856,187
shares
|
$83.7 Million
2.35% of portfolio
|
Q3 2024
Added 20808.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
828,211
shares
|
$81 Million
0.98% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$79.9 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
801,089
shares
|
$78.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.31%
|