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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
195
shares
|
$18,813
0.01% of portfolio
|
Q2 2024
Reduced 95.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
190
shares
|
$18,331
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
175
shares
|
$16,884
0.01% of portfolio
|
Q3 2024
Reduced 36.82%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
175
shares
|
$16,884
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
171
shares
|
$16,498
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
159
shares
|
$15,340
0.01% of portfolio
|
Q3 2024
Added 39.47%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
158
shares
|
$15,243
0.01% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$14,954
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
154
shares
|
$14,857
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
142
shares
|
$13,700
0.01% of portfolio
|
Q3 2023
Reduced 17.44%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
136
shares
|
$13,121
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
135
shares
|
$13,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
129
shares
|
$12,445
0.01% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
127
shares
|
$12,252
0.0% of portfolio
|
Q4 2016
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$11,288
0.01% of portfolio
|
Q1 2024
Reduced 24.03%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
115
shares
|
$11,095
0.0% of portfolio
|
Q2 2024
Reduced 23.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
114
shares
|
$10,998
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
114
shares
|
$10,998
0.03% of portfolio
|
Q3 2024
Reduced 83.45%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
106
shares
|
$10,226
0.0% of portfolio
|
Q2 2023
Reduced 89.91%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
105
shares
|
$10,130
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
105
shares
|
$10,130
0.0% of portfolio
|
Q3 2024
Added 3400.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
101
shares
|
$9,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
101
shares
|
$9,744
0.0% of portfolio
|
Q1 2024
Reduced 92.28%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
101
shares
|
$9,744
0.01% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$9,648
0.0% of portfolio
|
Q3 2022
New holding
|