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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
28,422
shares
|
$2.75 Million
0.35% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
28,334
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Added 47.59%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
28,140
shares
|
$2.72 Million
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
28,060
shares
|
$2.71 Million
0.59% of portfolio
|
Q3 2024
Added 142.65%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
28,058
shares
|
$2.71 Million
1.14% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
27,946
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
27,921
shares
|
$2.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
27,600
shares
|
$2.67 Million
0.9% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
27,597
shares
|
$2.67 Million
0.66% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
27,545
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
27,255
shares
|
$2.63 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
27,241
shares
|
$2.63 Million
0.39% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
27,215
shares
|
$2.63 Million
1.05% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
27,198
shares
|
$2.63 Million
0.28% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
27,194
shares
|
$2.63 Million
0.38% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
26,974
shares
|
$2.61 Million
1.41% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
26,701
shares
|
$2.58 Million
1.4% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
26,655
shares
|
$2.58 Million
0.67% of portfolio
|
Q3 2024
Reduced 65.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
26,465
shares
|
$2.56 Million
0.27% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
26,409
shares
|
$2.55 Million
1.23% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
26,409
shares
|
$2.55 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
26,382
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
26,347
shares
|
$2.55 Million
1.55% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
26,218
shares
|
$2.53 Million
2.09% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
26,090
shares
|
$2.52 Million
0.8% of portfolio
|
Q3 2024
Added 8.31%
|