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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,170
shares
|
$799,107
0.21% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,138
shares
|
$795,977
0.06% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,124
shares
|
$794,608
0.08% of portfolio
|
Q3 2024
Added 71.28%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,091
shares
|
$791,380
0.04% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,061
shares
|
$788,446
0.14% of portfolio
|
Q4 2022
Added 43.05%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
8,040
shares
|
$786,392
0.12% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
8,029
shares
|
$785,316
0.48% of portfolio
|
Q3 2024
Added 65.17%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
8,023
shares
|
$784,729
0.04% of portfolio
|
Q3 2024
Added 175.7%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$782,480
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
7,974
shares
|
$779,936
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
7,964
shares
|
$778,958
0.2% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,922
shares
|
$774,850
0.0% of portfolio
|
Q3 2022
Reduced 14.85%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
7,920
shares
|
$774,655
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
7,842
shares
|
$767,026
0.59% of portfolio
|
Q3 2024
Added 33.16%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
7,800
shares
|
$762,918
0.44% of portfolio
|
Q4 2023
Reduced 1.56%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,726
shares
|
$755,680
0.57% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
7,714
shares
|
$754,506
0.58% of portfolio
|
Q3 2024
Reduced 89.68%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
7,687
shares
|
$751,865
0.53% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
7,670
shares
|
$750,202
0.34% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
7,659
shares
|
$749,126
0.09% of portfolio
|
Q2 2024
Reduced 96.35%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,612
shares
|
$744,529
0.11% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,530
shares
|
$736,509
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,464
shares
|
$730,053
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,450
shares
|
$728,684
0.37% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,445
shares
|
$728,195
0.2% of portfolio
|
Q3 2024
Reduced 9.43%
|