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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
140,417
shares
|
$13.6 Million
1.46% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
140,085
shares
|
$13.6 Million
8.62% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
139,457
shares
|
$13.5 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
138,903
shares
|
$13.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
138,260
shares
|
$13.4 Million
0.22% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
137,989
shares
|
$13.4 Million
6.01% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
137,370
shares
|
$13.3 Million
3.99% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
135,381
shares
|
$13.1 Million
3.83% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
134,937
shares
|
$13.1 Million
5.19% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
134,326
shares
|
$13 Million
0.17% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
133,379
shares
|
$12.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$12.9 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
132,201
shares
|
$12.8 Million
4.53% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
132,040
shares
|
$12.8 Million
0.43% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
131,976
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
131,944
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
131,531
shares
|
$12.7 Million
4.1% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
131,350
shares
|
$12.7 Million
1.09% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
131,252
shares
|
$12.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
131,216
shares
|
$12.7 Million
3.32% of portfolio
|
Q2 2021
Added 10.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,273
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
128,972
shares
|
$12.5 Million
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.4 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
126,589
shares
|
$12.3 Million
1.04% of portfolio
|
Q3 2024
Added 1.15%
|