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 |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
308
shares
|
$29,715
0.03% of portfolio
|
Q3 2020
Added 23.2%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
306
shares
|
$29,522
0.01% of portfolio
|
Q3 2024
Added 30500.0%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$28,944
0.01% of portfolio
|
Q1 2024
Reduced 36.84%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
300
shares
|
$28,944
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
296
shares
|
$28,558
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
291
shares
|
$28,075
0.01% of portfolio
|
Q3 2024
Added 506.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
280
shares
|
$27,014
0.0% of portfolio
|
Q3 2024
Added 1020.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
276
shares
|
$26,628
0.04% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
273
shares
|
$26,339
0.02% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
268
shares
|
$25,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
259
shares
|
$24,988
0.0% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
255
shares
|
$24,602
0.0% of portfolio
|
Q3 2024
Reduced 57.99%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
254
shares
|
$24,505
0.02% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
247
shares
|
$23,830
0.01% of portfolio
|
Q3 2023
Reduced 32.7%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
242
shares
|
$23,348
0.0% of portfolio
|
Q3 2024
Added 32.97%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
241
shares
|
$23,251
0.01% of portfolio
|
Q3 2024
Added 49.69%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
238
shares
|
$22,962
0.0% of portfolio
|
Q3 2024
Reduced 65.41%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
236
shares
|
$22,769
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
235
shares
|
$22,672
0.01% of portfolio
|
Q3 2023
Added 109.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$21,708
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
220
shares
|
$21,225
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
213
shares
|
$20,550
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
206
shares
|
$19,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$19,296
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$19,296
0.01% of portfolio
|
Q4 2023
New holding
|