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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
914
shares
|
$88,182
0.03% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
883
shares
|
$85,191
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
870
shares
|
$83,937
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
847
shares
|
$81,718
0.01% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
839
shares
|
$80,946
0.01% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
836
shares
|
$80,657
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
800
shares
|
$77,184
0.01% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
800
shares
|
$77,184
0.02% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
783
shares
|
$75,543
0.01% of portfolio
|
Q2 2024
Added 18.1%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
775
shares
|
$74,772
0.02% of portfolio
|
Q3 2024
Reduced 40.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
774
shares
|
$74,675
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$73,710
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
757
shares
|
$73,035
0.01% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
704
shares
|
$67,921
0.01% of portfolio
|
Q2 2024
Reduced 85.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
692
shares
|
$66,764
0.02% of portfolio
|
Q3 2024
Reduced 37.38%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
684
shares
|
$65,992
0.05% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
670
shares
|
$64,641
0.02% of portfolio
|
Q2 2023
Reduced 61.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
663
shares
|
$63,966
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
629
shares
|
$60,685
0.04% of portfolio
|
Q1 2024
Added 591.21%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
615
shares
|
$59,335
0.05% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
605
shares
|
$58,370
0.01% of portfolio
|
Q2 2024
Added 54.34%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
605
shares
|
$58,370
0.0% of portfolio
|
Q2 2024
Added 101.67%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
582
shares
|
$56,151
0.01% of portfolio
|
Q1 2024
Reduced 14.79%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
576
shares
|
$55,572
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
566
shares
|
$54,607
0.02% of portfolio
|
Q4 2024
Added 1786.67%
|