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 1,975 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 |
|---|---|---|---|---|---|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
126,021
shares
|
$12.2 Million
6.41% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
125,185
shares
|
$12.1 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
122,812
shares
|
$11.9 Million
1.2% of portfolio
|
Q1 2024
Added 4.02%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$11.8 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
121,842
shares
|
$11.8 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
121,724
shares
|
$11.8 Million
0.09% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
119,988
shares
|
$11.6 Million
2.73% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
119,245
shares
|
$11.5 Million
8.24% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
117,534
shares
|
$11.4 Million
2.73% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
117,466
shares
|
$11.4 Million
6.88% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
117,164
shares
|
$11.3 Million
0.26% of portfolio
|
Q3 2024
Added 219.29%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
116,038
shares
|
$11.2 Million
6.29% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
115,920
shares
|
$11.2 Million
2.76% of portfolio
|
Q3 2024
Added 26.45%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
115,825
shares
|
$11.2 Million
1.04% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
115,006
shares
|
$11.1 Million
11.31% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
114,578
shares
|
$11.1 Million
1.35% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
114,578
shares
|
$11.1 Million
1.27% of portfolio
|
Q3 2024
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
114,195
shares
|
$11 Million
3.63% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
114,000
shares
|
$11 Million
4.15% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
113,705
shares
|
$11 Million
9.72% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
112,975
shares
|
$10.9 Million
8.76% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
112,737
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
112,614
shares
|
$10.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
111,838
shares
|
$10.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 25.5%
|