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 1,971 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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
4,710
shares
|
$453,902
0.06% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4,707
shares
|
$453,613
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
4,699
shares
|
$452,842
0.01% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
4,672
shares
|
$450,240
0.15% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,650
shares
|
$448,120
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,646
shares
|
$447,735
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,626
shares
|
$445,807
0.17% of portfolio
|
Q3 2024
Added 34.83%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,623
shares
|
$445,518
0.05% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
4,621
shares
|
$445,325
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$443,880
0.15% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
4,587
shares
|
$442,049
0.04% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,544
shares
|
$437,905
0.03% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
4,542
shares
|
$437,712
0.05% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
4,508
shares
|
$434,435
0.31% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,506
shares
|
$434,243
0.03% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,485
shares
|
$432,219
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
4,480
shares
|
$431,737
0.09% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,457
shares
|
$429,521
0.03% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,456
shares
|
$429,424
0.16% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,434
shares
|
$427,304
0.03% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,415
shares
|
$425,473
0.11% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,414
shares
|
$425,377
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,408
shares
|
$424,798
0.04% of portfolio
|
Q2 2024
Reduced 18.01%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,401
shares
|
$424,124
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
4,356
shares
|
$419,787
0.16% of portfolio
|
Q3 2024
New holding
|