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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
564
shares
|
$54,414
0.01% of portfolio
|
Q2 2024
Added 2868.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
561
shares
|
$54,125
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
542
shares
|
$52,292
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
540
shares
|
$52,099
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
520
shares
|
$50,169
0.0% of portfolio
|
Q2 2024
Added 64.04%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
517
shares
|
$49,880
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$49,397
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
511
shares
|
$49,301
0.01% of portfolio
|
Q3 2024
Added 110.29%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
469
shares
|
$45,249
0.01% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
467
shares
|
$45,056
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
455
shares
|
$43,898
0.01% of portfolio
|
Q4 2024
Added 71.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
430
shares
|
$41,486
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
427
shares
|
$41,196
0.01% of portfolio
|
Q3 2024
Reduced 31.57%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
427
shares
|
$41,196
0.0% of portfolio
|
Q3 2024
Reduced 55.8%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
423
shares
|
$40,811
0.02% of portfolio
|
Q1 2024
Reduced 63.47%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
414
shares
|
$39,942
0.02% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
406
shares
|
$39,170
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
375
shares
|
$36,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
351
shares
|
$33,864
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$33,768
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
346
shares
|
$33,382
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
342
shares
|
$32,996
0.0% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$31,356
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
315
shares
|
$30,391
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
311
shares
|
$30,005
0.02% of portfolio
|
Q2 2024
Reduced 11.14%
|