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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,555
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
17,420
shares
|
$1.68 Million
0.97% of portfolio
|
Q3 2024
Reduced 29.25%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
17,410
shares
|
$1.68 Million
1.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
17,371
shares
|
$1.68 Million
0.84% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
17,227
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
17,225
shares
|
$1.67 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
17,189
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
17,168
shares
|
$1.66 Million
0.92% of portfolio
|
Q4 2023
Added 23.22%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
17,013
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,003
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
16,868
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
16,854
shares
|
$1.63 Million
0.61% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
16,853
shares
|
$1.63 Million
0.94% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
16,802
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2024
Added 277.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
16,735
shares
|
$1.62 Million
0.34% of portfolio
|
Q3 2024
Added 45.04%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
16,701
shares
|
$1.62 Million
0.5% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
16,693
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,670
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,667
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.58%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,659
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
16,646
shares
|
$1.61 Million
0.75% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
16,638
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
16,468
shares
|
$1.59 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
16,384
shares
|
$1.58 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
16,294
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 0.95%
|