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 1,969 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 $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
358,143
shares
|
$34.7 Million
7.32% of portfolio
|
Q3 2024
Added 37.06%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
356,556
shares
|
$34.5 Million
15.04% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
353,187
shares
|
$34.2 Million
1.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$33.9 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
347,274
shares
|
$33.6 Million
16.95% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
343,442
shares
|
$33.2 Million
5.52% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
341,095
shares
|
$33 Million
0.1% of portfolio
|
Q3 2024
Added 51.22%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
339,829
shares
|
$32.9 Million
11.43% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
339,556
shares
|
$32.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
336,946
shares
|
$32.6 Million
0.2% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
336,823
shares
|
$32.6 Million
0.61% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
336,717
shares
|
$32.6 Million
1.01% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
334,655
shares
|
$32.4 Million
21.56% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
333,226
shares
|
$32.2 Million
0.21% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
332,761
shares
|
$32.2 Million
0.6% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
332,052
shares
|
$32.1 Million
10.23% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$32.1 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
330,657
shares
|
$32 Million
6.99% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
327,815
shares
|
$31.7 Million
2.22% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
327,421
shares
|
$31.7 Million
5.82% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
326,707
shares
|
$31.6 Million
3.1% of portfolio
|
Q3 2024
Added 626.13%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
325,363
shares
|
$31.5 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
320,957
shares
|
$31.1 Million
6.16% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
320,259
shares
|
$31 Million
4.04% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
318,324
shares
|
$30.8 Million
2.24% of portfolio
|
Q3 2024
Added 7.01%
|