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 |
---|---|---|---|---|---|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$36.7 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
378,984
shares
|
$36.6 Million
10.57% of portfolio
|
Q1 2024
Added 18.56%
|
|
Twele Capital Management, Inc.
|
Apr 12, 2024 Q1 2024 |
376,873
shares
|
$36.4 Million
8.35% of portfolio
|
Q1 2024
Reduced 31.11%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
371,686
shares
|
$35.9 Million
1.84% of portfolio
|
Q1 2024
Added 18.49%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
371,083
shares
|
$35.8 Million
7.78% of portfolio
|
Q1 2024
Added 10.34%
|
|
Fulton Breakefield Broenniman LLC
|
Apr 29, 2024 Q1 2024 |
366,602
shares
|
$35.4 Million
2.81% of portfolio
|
Q1 2024
Added 1.71%
|
|
Goal Fusion Wealth Management, LLC
|
Apr 03, 2024 Q1 2024 |
362,993
shares
|
$35 Million
22.66% of portfolio
|
Q1 2024
Added 27.82%
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
361,924
shares
|
$34.9 Million
3.12% of portfolio
|
Q1 2024
Added 15.29%
|
|
Capital Insight Partners, LLC
|
Apr 16, 2024 Q1 2024 |
358,357
shares
|
$34.6 Million
6.63% of portfolio
|
Q1 2024
Added 3.65%
|
|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
357,561
shares
|
$34.5 Million
3.59% of portfolio
|
Q1 2024
Added 25.1%
|
|
Db Fitzpatrick & Co, Inc
|
Apr 19, 2024 Q1 2024 |
356,519
shares
|
$34.4 Million
32.21% of portfolio
|
Q1 2024
Added 20.01%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
356,367
shares
|
$34.4 Million
0.88% of portfolio
|
Q1 2024
Added 425.18%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
354,876
shares
|
$34.3 Million
1.15% of portfolio
|
Q1 2024
Added 1.57%
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 09, 2024 Q1 2024 |
353,370
shares
|
$34.1 Million
19.0% of portfolio
|
Q1 2024
Added 2.61%
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 15, 2024 Q1 2024 |
352,266
shares
|
$34 Million
17.16% of portfolio
|
Q1 2024
Added 5.58%
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 15, 2024 Q1 2024 |
351,980
shares
|
$34 Million
0.9% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
351,271
shares
|
$33.9 Million
0.25% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$33.8 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
Cornerstone Management, Inc.
Duluth, GA |
May 03, 2024 Q1 2024 |
348,823
shares
|
$33.7 Million
7.58% of portfolio
|
Q1 2024
Added 4.17%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
344,802
shares
|
$33.3 Million
9.18% of portfolio
|
Q1 2024
Added 2.83%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
343,935
shares
|
$33.2 Million
1.07% of portfolio
|
Q1 2024
Reduced 42.81%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
343,462
shares
|
$33.2 Million
3.61% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
341,323
shares
|
$32.9 Million
18.82% of portfolio
|
Q1 2024
Added 4.41%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
338,136
shares
|
$32.6 Million
1.25% of portfolio
|
Q1 2024
Added 5.22%
|
|
Acorn Financial Advisory Services Inc
|
May 08, 2024 Q1 2024 |
337,823
shares
|
$32.6 Million
6.88% of portfolio
|
Q1 2024
Added 44.12%
|