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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
7,439
shares
|
$727,608
0.12% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
7,410
shares
|
$724,772
0.06% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
7,370
shares
|
$720,859
0.22% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,364
shares
|
$720,272
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
7,361
shares
|
$719,979
0.19% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
7,296
shares
|
$713,621
0.03% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,286
shares
|
$712,643
0.1% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
7,254
shares
|
$709,513
0.11% of portfolio
|
Q3 2024
Added 225.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
7,250
shares
|
$709,122
0.2% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,213
shares
|
$705,503
0.01% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
7,157
shares
|
$700,026
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,153
shares
|
$699,634
0.03% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,136
shares
|
$697,972
0.17% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,101
shares
|
$694,548
0.3% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
7,093
shares
|
$693,766
0.43% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,091
shares
|
$693,570
0.02% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
7,091
shares
|
$693,570
0.16% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
7,067
shares
|
$691,223
0.68% of portfolio
|
Q2 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
7,057
shares
|
$690,245
0.1% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,044
shares
|
$688,973
0.11% of portfolio
|
Q2 2023
Added 3352.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,043
shares
|
$688,875
0.0% of portfolio
|
Q2 2022
Reduced 10.75%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
7,023
shares
|
$686,919
0.37% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
7,000
shares
|
$684,670
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
6,980
shares
|
$682,713
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,962
shares
|
$680,953
0.21% of portfolio
|
Q1 2023
Added 42.49%
|