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 1,970 institutions that hold shares in the stock, with a total of 1.07 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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5,062
shares
|
$490,204
0.22% of portfolio
|
Q2 2024
Reduced 16.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,057
shares
|
$489,719
0.02% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
5,048
shares
|
$488,848
0.11% of portfolio
|
Q3 2023
Reduced 4.34%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
5,035
shares
|
$487,589
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$484,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$484,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
4,999
shares
|
$484,103
0.12% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,991
shares
|
$483,328
0.12% of portfolio
|
Q3 2024
Added 95.88%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,967
shares
|
$481,004
0.42% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$479,551
0.21% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,951
shares
|
$479,454
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,921
shares
|
$476,549
0.05% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,899
shares
|
$474,419
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
4,896
shares
|
$474,128
0.03% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,886
shares
|
$473,160
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
4,875
shares
|
$472,095
0.33% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
4,851
shares
|
$469,770
0.02% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,840
shares
|
$468,705
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
4,839
shares
|
$468,608
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
4,825
shares
|
$467,253
0.02% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
4,820
shares
|
$466,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,761
shares
|
$461,055
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
4,760
shares
|
$460,958
0.04% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,751
shares
|
$460,086
0.09% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,711
shares
|
$456,213
0.04% of portfolio
|
Q3 2024
Added 0.55%
|