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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,987
shares
|
$292,158
0.23% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,979
shares
|
$291,375
0.04% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,979
shares
|
$291,375
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,976
shares
|
$291,082
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
2,974
shares
|
$290,886
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,971
shares
|
$290,593
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
2,971
shares
|
$290,593
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,960
shares
|
$289,517
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,954
shares
|
$288,930
0.01% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$288,832
0.11% of portfolio
|
Q3 2024
Added 94.28%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,942
shares
|
$287,757
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
2,932
shares
|
$286,778
0.04% of portfolio
|
Q3 2024
Reduced 66.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,932
shares
|
$286,778
0.05% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,931
shares
|
$286,681
0.12% of portfolio
|
Q1 2024
Added 24.19%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$285,800
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
2,921
shares
|
$285,703
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
2,916
shares
|
$285,213
0.08% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
2,900
shares
|
$283,649
0.1% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,895
shares
|
$283,159
0.04% of portfolio
|
Q2 2024
Reduced 30.46%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
2,893
shares
|
$282,964
0.04% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,893
shares
|
$282,964
0.12% of portfolio
|
Q2 2024
Added 13.14%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
2,892
shares
|
$282,866
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
2,889
shares
|
$282,573
0.16% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,868
shares
|
$280,519
0.11% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,861
shares
|
$279,834
0.06% of portfolio
|
Q3 2024
New holding
|