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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
43,144
shares
|
$4.17 Million
0.4% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
43,070
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2023
Reduced 22.93%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.12 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
42,622
shares
|
$4.12 Million
0.32% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
42,416
shares
|
$4.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.09 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
42,297
shares
|
$4.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
42,097
shares
|
$4.07 Million
3.14% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
41,861
shares
|
$4.05 Million
0.52% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
41,738
shares
|
$4.04 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
41,122
shares
|
$3.98 Million
2.98% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
41,120
shares
|
$3.98 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
41,032
shares
|
$3.97 Million
1.15% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
40,848
shares
|
$3.95 Million
0.53% of portfolio
|
Q3 2023
Reduced 19.48%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
40,680
shares
|
$3.93 Million
1.74% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
39,638
shares
|
$3.83 Million
0.38% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
39,591
shares
|
$3.83 Million
2.13% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
39,575
shares
|
$3.83 Million
0.33% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
39,510
shares
|
$3.82 Million
0.74% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
39,489
shares
|
$3.82 Million
3.13% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,157
shares
|
$3.79 Million
1.12% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
39,099
shares
|
$3.78 Million
1.85% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
39,007
shares
|
$3.77 Million
1.8% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
38,513
shares
|
$3.72 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.71 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|