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 |
|---|---|---|---|---|---|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
2,363
shares
|
$227,982
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$227,885
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,359
shares
|
$227,596
0.14% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2,350
shares
|
$226,728
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$226,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,336
shares
|
$225,377
0.12% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
2,320
shares
|
$223,833
0.21% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
2,319
shares
|
$223,737
0.12% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$223,447
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
2,308
shares
|
$222,675
0.11% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,303
shares
|
$222,193
0.06% of portfolio
|
Q3 2024
Reduced 24.34%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
2,285
shares
|
$220,456
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
2,284
shares
|
$220,360
0.03% of portfolio
|
Q3 2024
Reduced 61.35%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,274
shares
|
$219,395
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
2,273
shares
|
$219,299
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,268
shares
|
$218,816
0.02% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
2,267
shares
|
$218,720
0.26% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
2,257
shares
|
$217,755
0.17% of portfolio
|
Q4 2023
Reduced 11.12%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
2,256
shares
|
$217,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$216,790
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$216,790
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,242
shares
|
$216,308
0.08% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,238
shares
|
$215,922
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
2,224
shares
|
$214,571
0.09% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,217
shares
|
$213,896
0.19% of portfolio
|
Q1 2024
New holding
|