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 |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
23,714
shares
|
$2.29 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
23,557
shares
|
$2.28 Million
0.87% of portfolio
|
Q3 2024
Added 754.44%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Nov 08, 2024 Q3 2024 |
23,529
shares
|
$2.27 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
23,523
shares
|
$2.27 Million
0.26% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$2.27 Million
19.67% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
23,502
shares
|
$2.27 Million
0.8% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
23,492
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
23,476
shares
|
$2.27 Million
2.22% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
23,419
shares
|
$2.26 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
23,337
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
23,274
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
23,182
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
23,109
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2024
Added 57.64%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,088
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 93.08%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,027
shares
|
$2.23 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
22,953
shares
|
$2.22 Million
1.2% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
22,906
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
22,814
shares
|
$2.2 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
22,504
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,353
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
22,332
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 58.72%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
22,104
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
22,013
shares
|
$2.13 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
21,955
shares
|
$2.12 Million
0.59% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
21,936
shares
|
$2.12 Million
1.55% of portfolio
|
Q3 2024
Added 11.56%
|