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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
6,458
shares
|
$631,656
0.15% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
6,442
shares
|
$630,092
0.26% of portfolio
|
Q3 2024
Reduced 87.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,434
shares
|
$629,309
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
6,423
shares
|
$628,233
0.33% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,341
shares
|
$620,213
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
6,296
shares
|
$615,811
0.34% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
6,279
shares
|
$614,148
0.03% of portfolio
|
Q2 2024
Added 141.5%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,202
shares
|
$606,617
0.13% of portfolio
|
Q3 2024
Added 33.69%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
6,189
shares
|
$605,346
0.06% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
6,179
shares
|
$604,367
0.14% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,178
shares
|
$604,270
0.11% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
6,176
shares
|
$604,074
0.26% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,169
shares
|
$603,389
0.08% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,162
shares
|
$602,705
0.11% of portfolio
|
Q3 2024
Added 53.63%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
6,120
shares
|
$598,597
0.0% of portfolio
|
Q3 2024
Reduced 74.73%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
6,086
shares
|
$595,271
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,083
shares
|
$594,978
0.1% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,063
shares
|
$593,022
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
6,062
shares
|
$592,924
0.07% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
6,044
shares
|
$591,163
0.25% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
6,042
shares
|
$590,968
0.14% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
6,032
shares
|
$589,989
0.01% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,021
shares
|
$588,914
0.07% of portfolio
|
Q3 2024
Reduced 41.14%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,004
shares
|
$587,251
0.18% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,984
shares
|
$585,295
0.28% of portfolio
|
Q3 2024
Reduced 1.76%
|