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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
281,910
shares
|
$27.3 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
281,243
shares
|
$27.2 Million
1.06% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Gp Brinson Investments LLC
|
Oct 03, 2024 Q3 2024 |
280,650
shares
|
$27.2 Million
11.66% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
279,793
shares
|
$27.1 Million
0.68% of portfolio
|
Q3 2024
Added 24.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
278,844
shares
|
$27 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
278,688
shares
|
$27 Million
1.38% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
278,460
shares
|
$26.9 Million
0.29% of portfolio
|
Q3 2024
Added 59.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$26.9 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
277,435
shares
|
$26.8 Million
7.83% of portfolio
|
Q3 2024
Added 66.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
276,977
shares
|
$26.8 Million
1.09% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
276,082
shares
|
$26.7 Million
0.2% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
274,956
shares
|
$26.6 Million
18.98% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
273,174
shares
|
$26.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
267,021
shares
|
$25.8 Million
3.59% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
266,824
shares
|
$25.8 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
266,482
shares
|
$25.8 Million
5.29% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
266,183
shares
|
$25.8 Million
8.73% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$25.5 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
263,145
shares
|
$25.5 Million
2.9% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
262,938
shares
|
$25.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 61.41%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
261,533
shares
|
$25.3 Million
8.78% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
258,739
shares
|
$25 Million
6.23% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
255,363
shares
|
$24.7 Million
0.74% of portfolio
|
Q3 2024
Added 165.99%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
252,735
shares
|
$24.5 Million
1.75% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
252,539
shares
|
$24.4 Million
2.26% of portfolio
|
Q3 2024
Added 8.15%
|