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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,710
shares
|
$851,925
0.31% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
8,698
shares
|
$850,751
0.46% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
8,669
shares
|
$847,914
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,667
shares
|
$847,719
0.02% of portfolio
|
Q3 2024
Reduced 36.08%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
8,665
shares
|
$847,523
0.63% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,614
shares
|
$842,535
0.07% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
8,553
shares
|
$836,568
0.13% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
8,550
shares
|
$836,275
0.29% of portfolio
|
Q3 2024
Reduced 45.33%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
8,548
shares
|
$836,079
0.23% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,520
shares
|
$833,341
0.11% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
8,514
shares
|
$832,754
0.19% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$831,874
0.28% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
8,500
shares
|
$831,385
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
8,499
shares
|
$831,287
0.03% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
8,423
shares
|
$823,853
0.1% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
8,422
shares
|
$823,755
0.01% of portfolio
|
Q3 2024
Added 129.29%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
8,407
shares
|
$822,288
0.03% of portfolio
|
Q3 2024
Reduced 40.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,407
shares
|
$822,288
0.69% of portfolio
|
Q4 2022
Added 37.77%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
8,394
shares
|
$821,017
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
8,393
shares
|
$820,919
0.44% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
8,386
shares
|
$820,234
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
8,372
shares
|
$818,865
0.3% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
8,322
shares
|
$813,974
0.41% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,223
shares
|
$804,291
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,194
shares
|
$801,455
0.54% of portfolio
|
Q3 2024
Added 24.6%
|