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 1,969 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 |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,409,731
shares
|
$135 Million
7.61% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
1,389,347
shares
|
$133 Million
0.91% of portfolio
|
Q3 2024
Reduced 78.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,367,395
shares
|
$131 Million
0.06% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
1,349,150
shares
|
$129 Million
6.77% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
1,343,115
shares
|
$129 Million
4.26% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,301,614
shares
|
$125 Million
11.74% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,294,600
shares
|
$124 Million
0.45% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,274,209
shares
|
$122 Million
3.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,241,940
shares
|
$119 Million
0.3% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
1,225,904
shares
|
$118 Million
0.31% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,218,823
shares
|
$117 Million
9.04% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
1,197,806
shares
|
$115 Million
2.97% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
1,189,746
shares
|
$114 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,109,985
shares
|
$106 Million
0.32% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
1,104,984
shares
|
$106 Million
8.47% of portfolio
|
Q3 2024
Added 36.65%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,084,232
shares
|
$104 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,074,934
shares
|
$103 Million
0.21% of portfolio
|
Q3 2024
Reduced 41.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,061,871
shares
|
$102 Million
0.39% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
1,040,730
shares
|
$99.8 Million
3.65% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,038,982
shares
|
$99.7 Million
2.07% of portfolio
|
Q3 2024
Added 282.09%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
1,032,165
shares
|
$99 Million
1.26% of portfolio
|
Q3 2024
Added 148.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,020,727
shares
|
$97.9 Million
1.1% of portfolio
|
Q3 2024
Added 57.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$97.7 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,010,546
shares
|
$97 Million
2.02% of portfolio
|
Q3 2024
Added 212.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,005,918
shares
|
$96.5 Million
2.35% of portfolio
|
Q3 2024
Added 4.09%
|