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 |
|---|---|---|---|---|---|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
65,711
shares
|
$6.35 Million
2.3% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
65,690
shares
|
$6.35 Million
6.94% of portfolio
|
Q3 2023
Reduced 21.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
65,496
shares
|
$6.33 Million
0.24% of portfolio
|
Q3 2024
Added 549.18%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
65,157
shares
|
$6.3 Million
0.64% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
65,013
shares
|
$6.29 Million
2.52% of portfolio
|
Q3 2024
Added 36.89%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
65,000
shares
|
$6.29 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,953
shares
|
$6.28 Million
0.28% of portfolio
|
Q3 2024
Added 61.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
64,521
shares
|
$6.24 Million
0.15% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
64,419
shares
|
$6.23 Million
3.96% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
64,316
shares
|
$6.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
64,296
shares
|
$6.22 Million
3.56% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
64,037
shares
|
$6.19 Million
0.32% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
63,520
shares
|
$6.14 Million
1.57% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
63,442
shares
|
$6.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 85.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
63,347
shares
|
$6.13 Million
0.08% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
63,319
shares
|
$6.12 Million
1.26% of portfolio
|
Q4 2024
Added 21.99%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
63,291
shares
|
$6.12 Million
0.56% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
63,204
shares
|
$6.11 Million
3.37% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
62,105
shares
|
$6.01 Million
3.36% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
61,595
shares
|
$5.96 Million
0.24% of portfolio
|
Q3 2024
Added 27.6%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
61,552
shares
|
$5.95 Million
1.6% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
61,526
shares
|
$5.95 Million
1.16% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
61,514
shares
|
$5.95 Million
0.63% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
61,480
shares
|
$5.95 Million
3.11% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
61,447
shares
|
$5.94 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.56%
|