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 |
|---|---|---|---|---|---|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$215,182
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
2,196
shares
|
$214,790
0.03% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,196
shares
|
$214,790
0.02% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,196
shares
|
$214,790
0.0% of portfolio
|
Q3 2024
Reduced 28.24%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
2,193
shares
|
$214,497
0.03% of portfolio
|
Q3 2024
Reduced 27.7%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,193
shares
|
$214,497
0.03% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
2,184
shares
|
$213,617
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,179
shares
|
$213,127
0.05% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$212,736
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,154
shares
|
$210,682
0.15% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,134
shares
|
$208,726
0.08% of portfolio
|
Q3 2024
Added 4980.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,122
shares
|
$207,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,119
shares
|
$207,259
0.04% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
2,114
shares
|
$206,770
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
2,109
shares
|
$206,281
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
2,100
shares
|
$205,401
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,095
shares
|
$204,911
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$204,325
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,088
shares
|
$204,227
0.09% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
2,080
shares
|
$203,444
0.0% of portfolio
|
Q2 2024
Reduced 82.01%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
2,071
shares
|
$202,564
0.07% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,052
shares
|
$200,706
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,049
shares
|
$200,412
0.07% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$200,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
2,040
shares
|
$199,532
0.17% of portfolio
|
Q3 2024
New holding
|