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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,176
shares
|
$310,644
0.22% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,173
shares
|
$310,351
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,153
shares
|
$308,394
0.02% of portfolio
|
Q3 2024
Reduced 74.45%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,149
shares
|
$308,003
0.02% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
3,145
shares
|
$307,612
0.1% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
3,140
shares
|
$307,123
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
3,136
shares
|
$306,732
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,126
shares
|
$305,754
0.05% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
3,122
shares
|
$305,362
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
3,120
shares
|
$305,167
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,093
shares
|
$302,526
0.08% of portfolio
|
Q1 2023
Reduced 88.27%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
3,090
shares
|
$302,232
0.07% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
3,088
shares
|
$302,037
0.07% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,074
shares
|
$300,667
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
3,072
shares
|
$300,472
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
3,053
shares
|
$298,613
0.15% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,048
shares
|
$298,124
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$296,559
0.16% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,026
shares
|
$295,973
0.16% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
3,026
shares
|
$295,973
0.11% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
3,025
shares
|
$295,875
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
3,018
shares
|
$295,190
0.22% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
3,015
shares
|
$294,897
0.03% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
3,007
shares
|
$294,114
0.23% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,005
shares
|
$293,919
0.09% of portfolio
|
Q3 2024
Reduced 3.53%
|