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 1.06 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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,868
shares
|
$276,704
0.11% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,861
shares
|
$276,029
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,860
shares
|
$275,932
0.03% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
2,855
shares
|
$275,450
0.22% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
2,821
shares
|
$272,170
0.1% of portfolio
|
Q3 2024
Reduced 97.5%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,816
shares
|
$271,687
0.12% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,806
shares
|
$270,722
0.1% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
2,792
shares
|
$269,372
0.08% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,792
shares
|
$269,372
0.08% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,791
shares
|
$269,275
0.05% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
2,791
shares
|
$269,275
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,789
shares
|
$269,082
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,759
shares
|
$266,188
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
2,729
shares
|
$263,293
0.12% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
2,715
shares
|
$261,943
0.19% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$261,460
0.01% of portfolio
|
Q4 2023
Added 7.97%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,709
shares
|
$261,364
0.02% of portfolio
|
Q1 2024
Reduced 41.98%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
2,706
shares
|
$261,074
0.02% of portfolio
|
Q3 2024
Added 28.55%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,706
shares
|
$261,074
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
2,685
shares
|
$259,048
0.02% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
2,672
shares
|
$257,794
0.19% of portfolio
|
Q3 2024
Reduced 53.23%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
2,664
shares
|
$257,022
0.04% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
2,661
shares
|
$256,733
0.12% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
2,660
shares
|
$256,636
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
2,651
shares
|
$255,768
0.03% of portfolio
|
Q3 2024
Reduced 19.18%
|