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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
50,417
shares
|
$4.88 Million
0.29% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
50,269
shares
|
$4.86 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
50,212
shares
|
$4.86 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
49,845
shares
|
$4.82 Million
0.49% of portfolio
|
Q3 2024
Added 478.85%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
49,719
shares
|
$4.81 Million
3.61% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
49,669
shares
|
$4.8 Million
0.59% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
49,646
shares
|
$4.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
49,204
shares
|
$4.76 Million
3.71% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
49,180
shares
|
$4.76 Million
0.32% of portfolio
|
Q3 2024
Added 80.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
48,902
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,830
shares
|
$4.72 Million
0.41% of portfolio
|
Q4 2023
Added 21.88%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
48,675
shares
|
$4.71 Million
0.42% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
48,637
shares
|
$4.7 Million
3.38% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
48,455
shares
|
$4.69 Million
1.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
47,908
shares
|
$4.63 Million
0.36% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
47,747
shares
|
$4.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
47,517
shares
|
$4.6 Million
0.83% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,397
shares
|
$4.58 Million
2.05% of portfolio
|
Q1 2024
Added 39.93%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
47,306
shares
|
$4.57 Million
1.48% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
47,222
shares
|
$4.57 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
47,068
shares
|
$4.55 Million
5.29% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
47,032
shares
|
$4.55 Million
1.8% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
46,789
shares
|
$4.52 Million
1.74% of portfolio
|
Q3 2024
Reduced 38.66%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
46,622
shares
|
$4.51 Million
4.39% of portfolio
|
Q4 2022
Reduced 13.8%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
46,327
shares
|
$4.48 Million
0.6% of portfolio
|
Q2 2024
New holding
|