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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,465
shares
|
$534,531
0.05% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,459
shares
|
$533,944
0.13% of portfolio
|
Q1 2024
Added 26.89%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
5,426
shares
|
$530,717
0.23% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
5,425
shares
|
$530,619
0.0% of portfolio
|
Q3 2024
Reduced 69.34%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
5,392
shares
|
$527,391
0.22% of portfolio
|
Q3 2024
Added 114.74%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,389
shares
|
$527,098
0.75% of portfolio
|
Q3 2024
Reduced 75.77%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
5,384
shares
|
$526,609
0.18% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,382
shares
|
$526,413
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
5,359
shares
|
$524,163
0.09% of portfolio
|
Q3 2024
Added 130.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
5,359
shares
|
$524,163
0.09% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,352
shares
|
$523,479
0.06% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
5,334
shares
|
$521,718
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
5,320
shares
|
$520,349
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,270
shares
|
$515,458
0.07% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
5,270
shares
|
$515,458
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,244
shares
|
$512,915
0.2% of portfolio
|
Q4 2022
Reduced 98.97%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
5,243
shares
|
$512,817
0.23% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,239
shares
|
$512,426
0.18% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,196
shares
|
$508,220
0.04% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,189
shares
|
$507,536
0.09% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
5,186
shares
|
$507,242
0.23% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,104
shares
|
$499,222
0.06% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
5,073
shares
|
$496,190
0.04% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5,062
shares
|
$495,114
0.22% of portfolio
|
Q2 2024
Reduced 16.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,057
shares
|
$494,625
0.02% of portfolio
|
Q3 2024
Reduced 5.18%
|