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 |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
31,462
shares
|
$3.04 Million
1.16% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
31,064
shares
|
$3 Million
1.92% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
31,028
shares
|
$3 Million
0.55% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
30,776
shares
|
$2.97 Million
2.05% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
30,735
shares
|
$2.97 Million
0.34% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
30,530
shares
|
$2.95 Million
6.75% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
30,351
shares
|
$2.93 Million
1.84% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
30,340
shares
|
$2.93 Million
0.33% of portfolio
|
Q2 2023
Added 11.21%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
30,150
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
29,970
shares
|
$2.9 Million
0.2% of portfolio
|
Q3 2024
Added 192.68%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
29,965
shares
|
$2.9 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
29,949
shares
|
$2.89 Million
0.16% of portfolio
|
Q3 2024
Added 237.68%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
29,728
shares
|
$2.87 Million
0.53% of portfolio
|
Q1 2024
Reduced 31.48%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
29,672
shares
|
$2.87 Million
1.17% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
29,656
shares
|
$2.87 Million
1.29% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
29,644
shares
|
$2.86 Million
0.25% of portfolio
|
Q3 2024
Reduced 30.85%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
29,595
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
29,319
shares
|
$2.83 Million
2.43% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
29,282
shares
|
$2.83 Million
0.32% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
29,282
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
29,100
shares
|
$2.81 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
29,091
shares
|
$2.81 Million
0.09% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
28,465
shares
|
$2.75 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
28,436
shares
|
$2.75 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
28,424
shares
|
$2.75 Million
1.11% of portfolio
|
Q3 2024
Added 38.23%
|