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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
95,568
shares
|
$9.25 Million
2.85% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
95,091
shares
|
$9.2 Million
0.02% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
94,831
shares
|
$9.18 Million
0.71% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
94,814
shares
|
$9.18 Million
1.49% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
94,672
shares
|
$9.16 Million
0.92% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
94,354
shares
|
$9.13 Million
0.26% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
94,155
shares
|
$9.11 Million
0.59% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
94,065
shares
|
$9.1 Million
0.87% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
93,500
shares
|
$9.05 Million
1.49% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
93,190
shares
|
$9.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
92,618
shares
|
$8.96 Million
2.44% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
91,590
shares
|
$8.86 Million
0.56% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
91,584
shares
|
$8.86 Million
4.99% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
91,531
shares
|
$8.86 Million
5.33% of portfolio
|
Q2 2024
Added 11.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
91,323
shares
|
$8.84 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
91,244
shares
|
$8.83 Million
2.4% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
91,235
shares
|
$8.83 Million
7.13% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
90,741
shares
|
$8.78 Million
13.73% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
90,712
shares
|
$8.78 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
90,199
shares
|
$8.73 Million
0.26% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
89,873
shares
|
$8.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
89,477
shares
|
$8.66 Million
11.16% of portfolio
|
Q2 2022
Reduced 14.24%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
88,685
shares
|
$8.58 Million
6.45% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
88,323
shares
|
$8.55 Million
1.74% of portfolio
|
Q3 2024
Added 332.19%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
87,391
shares
|
$8.46 Million
4.54% of portfolio
|
Q3 2024
Reduced 0.94%
|