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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
21,892
shares
|
$2.12 Million
0.22% of portfolio
|
Q3 2024
Added 88.58%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
21,855
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 42.74%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
21,834
shares
|
$2.11 Million
1.08% of portfolio
|
Q3 2024
Added 54.91%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,642
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
21,606
shares
|
$2.09 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
21,527
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
21,463
shares
|
$2.07 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
21,254
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
21,119
shares
|
$2.04 Million
0.71% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
20,904
shares
|
$2.02 Million
0.4% of portfolio
|
Q3 2019
Added 137.9%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
20,856
shares
|
$2.02 Million
0.24% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
20,783
shares
|
$2.01 Million
0.86% of portfolio
|
Q3 2024
Added 91.87%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
20,763
shares
|
$2.01 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
20,721
shares
|
$2 Million
0.31% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
20,694
shares
|
$2 Million
0.36% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
20,644
shares
|
$2 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
20,601
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
20,587
shares
|
$1.99 Million
0.33% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
20,545
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,517
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
20,398
shares
|
$1.97 Million
1.59% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
20,298
shares
|
$1.96 Million
0.74% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
20,290
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 32.61%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
20,161
shares
|
$1.95 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
20,159
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
New holding
|