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 1,967 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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
490,816
shares
|
$48 Million
2.03% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
486,851
shares
|
$47.6 Million
3.62% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
480,169
shares
|
$47 Million
0.49% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
479,691
shares
|
$46.9 Million
13.33% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
477,344
shares
|
$46.7 Million
3.36% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
476,893
shares
|
$46.6 Million
3.83% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
472,205
shares
|
$46.2 Million
0.54% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$45.8 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
458,169
shares
|
$44.8 Million
0.48% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
453,799
shares
|
$44.4 Million
16.14% of portfolio
|
Q3 2024
Added 56.96%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
450,774
shares
|
$44.1 Million
20.74% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
446,104
shares
|
$43.6 Million
5.4% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
445,340
shares
|
$43.5 Million
0.04% of portfolio
|
Q3 2024
Added 24.09%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
440,258
shares
|
$43.1 Million
8.46% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
436,008
shares
|
$42.6 Million
11.48% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
433,809
shares
|
$42.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
430,243
shares
|
$42.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
428,895
shares
|
$41.9 Million
0.05% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
P/E Global LLC
|
Oct 17, 2024 Q3 2024 |
427,685
shares
|
$41.8 Million
11.98% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
426,751
shares
|
$41.7 Million
0.6% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
425,985
shares
|
$41.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.55%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$41.4 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
421,532
shares
|
$41.2 Million
23.67% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
421,210
shares
|
$41.2 Million
10.66% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
419,685
shares
|
$41 Million
12.58% of portfolio
|
Q3 2024
Added 1.99%
|