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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,243
shares
|
$119,924
0.01% of portfolio
|
Q3 2024
Reduced 82.41%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,226
shares
|
$118,284
0.03% of portfolio
|
Q3 2024
Reduced 35.44%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$117,609
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$115,872
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,156
shares
|
$111,530
0.08% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
1,150
shares
|
$110,952
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,131
shares
|
$109,118
0.0% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$109,022
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,100
shares
|
$106,128
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,065
shares
|
$102,751
0.02% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
1,051
shares
|
$101,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,036
shares
|
$99,953
0.02% of portfolio
|
Q3 2024
Added 38.87%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$99,374
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,019
shares
|
$98,313
0.06% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,014
shares
|
$97,830
0.0% of portfolio
|
Q3 2023
Added 69.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,013
shares
|
$97,734
0.03% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,009
shares
|
$97,348
0.04% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,000
shares
|
$96,480
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$96,480
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
987
shares
|
$95,225
0.08% of portfolio
|
Q3 2024
Reduced 75.01%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
986
shares
|
$95,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
978
shares
|
$94,357
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
961
shares
|
$92,717
0.06% of portfolio
|
Q3 2024
Reduced 62.77%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
939
shares
|
$90,594
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$88,472
0.0% of portfolio
|
Q2 2023
Added 2.23%
|