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 |
|---|---|---|---|---|---|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,505
shares
|
$245,014
0.15% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,504
shares
|
$244,916
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$244,525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
2,496
shares
|
$244,133
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
2,489
shares
|
$243,449
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$242,764
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,481
shares
|
$242,666
0.04% of portfolio
|
Q3 2024
Added 1554.0%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,478
shares
|
$242,373
0.04% of portfolio
|
Q3 2024
Reduced 31.24%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,470
shares
|
$241,590
0.02% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
2,465
shares
|
$241,101
0.08% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
2,455
shares
|
$240,123
0.1% of portfolio
|
Q4 2023
Reduced 18.71%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
2,448
shares
|
$239,438
0.07% of portfolio
|
Q1 2024
Reduced 40.26%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,443
shares
|
$238,949
0.17% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,427
shares
|
$237,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
2,425
shares
|
$237,189
0.1% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
2,424
shares
|
$237,091
0.18% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,423
shares
|
$236,993
0.03% of portfolio
|
Q3 2024
Reduced 66.37%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,420
shares
|
$236,700
0.08% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
2,381
shares
|
$232,885
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
2,372
shares
|
$232,005
0.23% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
2,370
shares
|
$231,809
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$231,125
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
2,363
shares
|
$231,125
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$231,027
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,359
shares
|
$230,733
0.14% of portfolio
|
Q3 2024
Reduced 6.98%
|