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 1,869 institutions that hold shares in the stock, with a total of 952 Million shares, which have been reported (via 13F filing form) to have a value of $91.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
558,613
shares
|
$53.9 Million
0.1% of portfolio
|
Q1 2024
Added 2.28%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
558,320
shares
|
$53.9 Million
0.27% of portfolio
|
Q1 2024
Added 104.71%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
556,100
shares
|
$53.7 Million
4.33% of portfolio
|
Q1 2024
Added 9.19%
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2024 Q1 2024 |
554,534
shares
|
$53.5 Million
2.39% of portfolio
|
Q1 2024
Added 6.7%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
554,371
shares
|
$53.5 Million
1.32% of portfolio
|
Q1 2024
Added 13.45%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
552,027
shares
|
$53.3 Million
1.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
529,088
shares
|
$51.1 Million
0.06% of portfolio
|
Q1 2024
Added 349.16%
|
|
Pds Planning, Inc
|
May 01, 2024 Q1 2024 |
525,927
shares
|
$50.8 Million
5.44% of portfolio
|
Q1 2024
Added 5.36%
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 23, 2024 Q1 2024 |
523,406
shares
|
$50.5 Million
3.49% of portfolio
|
Q1 2024
Added 5.55%
|
|
Affiance Financial, LLC
|
Apr 15, 2024 Q1 2024 |
522,665
shares
|
$50.4 Million
14.07% of portfolio
|
Q1 2024
Added 6.89%
|
|
P/E Global LLC
|
May 08, 2024 Q1 2024 |
517,526
shares
|
$50 Million
13.53% of portfolio
|
Q1 2024
Reduced 92.33%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
510,400
shares
|
$49.3 Million
3.5% of portfolio
|
Q1 2024
Added 5.1%
|
|
Blb&B Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
509,077
shares
|
$49.1 Million
2.83% of portfolio
|
Q1 2024
Added 9.31%
|
|
Smith & Howard Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
505,288
shares
|
$48.8 Million
15.35% of portfolio
|
Q1 2024
Added 42.22%
|
|
Liquid Strategies, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
501,119
shares
|
$48.4 Million
12.7% of portfolio
|
Q1 2024
Added 6.25%
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
498,458
shares
|
$48.1 Million
1.63% of portfolio
|
Q1 2024
Reduced 11.9%
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 06, 2024 Q1 2024 |
490,059
shares
|
$47.3 Million
21.42% of portfolio
|
Q1 2024
Added 3.52%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
489,894
shares
|
$47.3 Million
0.1% of portfolio
|
Q1 2024
Reduced 46.53%
|
|
Cable Hill Partners, LLC
Portland, OR |
Apr 29, 2024 Q1 2024 |
489,137
shares
|
$47.2 Million
7.14% of portfolio
|
Q4 2023
Added 0.93%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
488,475
shares
|
$47.1 Million
1.1% of portfolio
|
Q1 2024
Added 5.3%
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
488,398
shares
|
$47.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 42.42%
|
|
Summit Global Investments
Bountiful, UT |
Apr 29, 2024 Q1 2024 |
475,688
shares
|
$45.9 Million
3.46% of portfolio
|
Q1 2024
Reduced 25.54%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
473,831
shares
|
$45.7 Million
1.44% of portfolio
|
Q1 2024
Added 0.34%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
472,582
shares
|
$45.6 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$45.2 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|