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 |
---|---|---|---|---|---|
Mtc Wealth Management LLC
|
Apr 25, 2024 Q1 2024 |
468,363
shares
|
$45.2 Million
21.08% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
463,120
shares
|
$44.7 Million
0.05% of portfolio
|
Q1 2024
Reduced 14.86%
|
|
First Business Financial Services, Inc.
|
May 15, 2024 Q1 2024 |
460,699
shares
|
$44.5 Million
4.85% of portfolio
|
Q1 2024
Added 0.91%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
459,807
shares
|
$44.4 Million
2.14% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
454,020
shares
|
$43.8 Million
0.52% of portfolio
|
Q1 2024
Added 3.31%
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
431,365
shares
|
$41.6 Million
0.44% of portfolio
|
Q1 2024
Added 0.9%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
428,903
shares
|
$41.4 Million
0.3% of portfolio
|
Q1 2024
Added 3.08%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
426,112
shares
|
$41.1 Million
6.24% of portfolio
|
Q1 2024
Added 6264.63%
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 10, 2024 Q1 2024 |
422,646
shares
|
$40.8 Million
9.32% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
421,477
shares
|
$40.7 Million
0.08% of portfolio
|
Q1 2024
Added 424.6%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
419,816
shares
|
$40.5 Million
3.44% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
410,487
shares
|
$39.6 Million
1.41% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
410,122
shares
|
$39.6 Million
0.05% of portfolio
|
Q1 2024
Added 5.65%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
409,846
shares
|
$39.6 Million
0.19% of portfolio
|
Q1 2024
Reduced 22.56%
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 26, 2024 Q1 2024 |
406,910
shares
|
$39.3 Million
8.07% of portfolio
|
Q1 2024
Added 8.18%
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
404,998
shares
|
$39.1 Million
3.63% of portfolio
|
Q1 2024
Added 4.37%
|
|
Gridiron Partners, LLC
Wexford, PA |
May 13, 2024 Q1 2024 |
398,491
shares
|
$38.5 Million
24.88% of portfolio
|
Q1 2024
Added 38.51%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
387,792
shares
|
$37.4 Million
0.57% of portfolio
|
Q1 2024
Reduced 19.0%
|
|
ETF Portfolio Partners, Inc.
|
May 03, 2024 Q1 2024 |
386,529
shares
|
$37.3 Million
12.0% of portfolio
|
Q1 2024
Added 4.6%
|
|
Howard Capital Management Inc.
|
May 06, 2024 Q1 2024 |
385,025
shares
|
$37.2 Million
4.99% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Divergent Wealth Advisors
|
May 10, 2024 Q1 2024 |
384,679
shares
|
$37.1 Million
7.54% of portfolio
|
Q1 2024
Added 46.25%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
383,836
shares
|
$37 Million
0.54% of portfolio
|
Q1 2024
Added 5.98%
|
|
Marquette Asset Management, LLC
|
May 06, 2024 Q1 2024 |
383,523
shares
|
$37 Million
6.53% of portfolio
|
Q1 2024
Added 1.84%
|
|
Amarillo National Bank
|
Apr 19, 2024 Q1 2024 |
383,266
shares
|
$37 Million
7.26% of portfolio
|
Q1 2024
Reduced 8.86%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
381,759
shares
|
$36.8 Million
0.44% of portfolio
|
Q1 2024
Added 1.7%
|