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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,692
shares
|
$361,114
0.09% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,673
shares
|
$359,256
0.06% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,671
shares
|
$359,060
0.05% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,666
shares
|
$358,571
0.0% of portfolio
|
Q2 2024
Reduced 24.22%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$357,593
0.48% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,649
shares
|
$356,908
0.2% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
3,645
shares
|
$356,517
0.53% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
3,637
shares
|
$355,734
0.19% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
3,629
shares
|
$354,952
0.23% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
3,610
shares
|
$353,094
0.41% of portfolio
|
Q3 2024
Added 41.96%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,605
shares
|
$352,605
0.29% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,588
shares
|
$350,942
0.18% of portfolio
|
Q3 2024
Added 57.44%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$350,159
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,568
shares
|
$348,986
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
3,556
shares
|
$347,812
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,550
shares
|
$347,225
0.01% of portfolio
|
Q4 2023
Reduced 28.9%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
3,539
shares
|
$346,149
0.1% of portfolio
|
Q3 2024
Reduced 96.23%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
3,536
shares
|
$345,856
0.01% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,503
shares
|
$342,628
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
3,490
shares
|
$341,356
0.11% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,458
shares
|
$338,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,457
shares
|
$338,129
0.16% of portfolio
|
Q3 2024
Reduced 65.17%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
3,441
shares
|
$336,564
0.1% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,440
shares
|
$336,466
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,439
shares
|
$336,368
0.1% of portfolio
|
Q3 2024
Reduced 3.15%
|