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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
4,050
shares
|
$396,130
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
4,045
shares
|
$395,641
0.16% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
4,043
shares
|
$395,445
0.15% of portfolio
|
Q3 2024
Reduced 98.36%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
4,029
shares
|
$394,076
0.17% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,010
shares
|
$392,218
0.17% of portfolio
|
Q3 2024
Added 88.71%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
4,000
shares
|
$391,240
0.14% of portfolio
|
Q3 2024
Reduced 27.69%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,996
shares
|
$390,848
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,965
shares
|
$387,816
0.22% of portfolio
|
Q3 2024
Added 75.52%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,957
shares
|
$387,034
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,940
shares
|
$385,371
0.12% of portfolio
|
Q1 2023
Reduced 6.22%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
3,919
shares
|
$383,317
0.39% of portfolio
|
Q4 2022
Added 61.74%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,906
shares
|
$382,045
0.09% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,900
shares
|
$381,459
0.05% of portfolio
|
Q3 2024
Reduced 44.84%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
3,883
shares
|
$379,796
0.1% of portfolio
|
Q3 2024
Added 394.02%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
3,858
shares
|
$377,350
0.05% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,848
shares
|
$376,372
0.07% of portfolio
|
Q3 2023
Reduced 51.85%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,820
shares
|
$373,634
0.07% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
3,819
shares
|
$373,536
0.02% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
3,809
shares
|
$372,558
0.14% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
3,808
shares
|
$372,460
0.24% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$369,623
0.2% of portfolio
|
Q3 2024
Reduced 50.65%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
3,734
shares
|
$365,222
0.13% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
3,710
shares
|
$362,875
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$361,897
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
3,700
shares
|
$361,897
0.08% of portfolio
|
Q3 2024
Added 26.71%
|