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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,984
shares
|
$585,295
0.36% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
5,941
shares
|
$581,089
0.04% of portfolio
|
Q3 2024
Added 40.08%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
5,941
shares
|
$581,089
0.37% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,931
shares
|
$580,111
0.37% of portfolio
|
Q2 2023
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
5,913
shares
|
$578,350
0.25% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,905
shares
|
$577,568
0.04% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,862
shares
|
$573,362
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
5,858
shares
|
$572,970
0.26% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,858
shares
|
$572,970
0.08% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
5,808
shares
|
$568,080
0.26% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,745
shares
|
$561,918
0.06% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,735
shares
|
$560,940
0.06% of portfolio
|
Q3 2022
Added 157.29%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
5,724
shares
|
$559,864
0.14% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
5,704
shares
|
$557,908
0.19% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
5,654
shares
|
$553,017
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,620
shares
|
$549,692
0.16% of portfolio
|
Q2 2024
Added 62.43%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,616
shares
|
$549,300
0.29% of portfolio
|
Q2 2022
Added 91.22%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
5,575
shares
|
$545,290
0.89% of portfolio
|
Q1 2023
Reduced 77.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
5,574
shares
|
$545,192
0.08% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
5,563
shares
|
$544,117
0.2% of portfolio
|
Q3 2024
Added 3736.55%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,553
shares
|
$543,138
0.06% of portfolio
|
Q3 2024
Reduced 46.16%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
5,520
shares
|
$539,911
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
5,520
shares
|
$539,911
7.8% of portfolio
|
Q2 2020
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
5,514
shares
|
$539,324
0.1% of portfolio
|
Q3 2024
Added 40.16%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
5,470
shares
|
$535,020
0.24% of portfolio
|
Q3 2024
Added 4.43%
|