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 1,970 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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
112,614
shares
|
$10.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
111,838
shares
|
$10.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 25.5%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
111,800
shares
|
$10.8 Million
4.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
110,846
shares
|
$10.7 Million
0.43% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
110,726
shares
|
$10.7 Million
0.21% of portfolio
|
Q3 2024
Added 80.55%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
110,543
shares
|
$10.7 Million
3.53% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
109,254
shares
|
$10.6 Million
0.14% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
109,237
shares
|
$10.6 Million
0.13% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
108,831
shares
|
$10.5 Million
1.76% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
108,760
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
108,564
shares
|
$10.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
107,625
shares
|
$10.4 Million
7.86% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
107,384
shares
|
$10.4 Million
6.29% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
107,159
shares
|
$10.4 Million
5.56% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
106,900
shares
|
$10.3 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
106,900
shares
|
$10.3 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
106,527
shares
|
$10.3 Million
3.81% of portfolio
|
Q3 2023
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
106,403
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
106,325
shares
|
$10.3 Million
3.2% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
106,213
shares
|
$10.3 Million
0.69% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
105,866
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
105,828
shares
|
$10.2 Million
2.25% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
105,674
shares
|
$10.2 Million
1.17% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
105,653
shares
|
$10.2 Million
10.45% of portfolio
|
Q3 2024
New holding
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Oct 03, 2024 Q3 2024 |
105,421
shares
|
$10.2 Million
8.71% of portfolio
|
Q3 2024
Added 3.77%
|