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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
60,794
shares
|
$5.88 Million
0.28% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
60,717
shares
|
$5.87 Million
2.13% of portfolio
|
Q1 2024
Added 10.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
60,201
shares
|
$5.82 Million
0.52% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,979
shares
|
$5.8 Million
0.15% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
59,854
shares
|
$5.78 Million
1.0% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
59,660
shares
|
$5.77 Million
5.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
59,269
shares
|
$5.73 Million
4.53% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
59,070
shares
|
$5.71 Million
0.19% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,982
shares
|
$5.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
58,350
shares
|
$5.64 Million
0.3% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
57,913
shares
|
$5.6 Million
3.42% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
57,660
shares
|
$5.57 Million
1.46% of portfolio
|
Q2 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
57,611
shares
|
$5.57 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
57,431
shares
|
$5.55 Million
3.99% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
56,851
shares
|
$5.49 Million
0.68% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
56,718
shares
|
$5.48 Million
3.47% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
56,493
shares
|
$5.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
56,259
shares
|
$5.44 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
56,142
shares
|
$5.43 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
56,050
shares
|
$5.42 Million
3.9% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
55,816
shares
|
$5.39 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
55,352
shares
|
$5.35 Million
2.22% of portfolio
|
Q3 2024
Added 40.27%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
54,824
shares
|
$5.3 Million
4.09% of portfolio
|
Q3 2024
Added 31.43%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
54,254
shares
|
$5.24 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
53,680
shares
|
$5.19 Million
1.57% of portfolio
|
Q3 2024
New holding
|