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 |
|---|---|---|---|---|---|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
4,331
shares
|
$419,414
0.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
4,317
shares
|
$418,058
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
4,308
shares
|
$417,186
0.16% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
4,302
shares
|
$416,605
0.15% of portfolio
|
Q2 2024
Added 11.68%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,280
shares
|
$414,475
0.06% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,248
shares
|
$411,376
0.01% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,241
shares
|
$410,698
0.01% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,233
shares
|
$409,923
0.19% of portfolio
|
Q4 2023
Added 12.55%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
4,226
shares
|
$409,245
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,223
shares
|
$408,955
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
4,221
shares
|
$408,761
0.22% of portfolio
|
Q3 2024
Reduced 97.09%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
4,210
shares
|
$407,696
0.1% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
4,191
shares
|
$405,856
0.05% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$405,662
0.11% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,156
shares
|
$402,467
0.07% of portfolio
|
Q1 2024
Added 19.01%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,150
shares
|
$401,886
0.08% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$401,208
0.08% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,127
shares
|
$399,658
0.27% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,125
shares
|
$399,465
0.09% of portfolio
|
Q3 2024
Reduced 37.91%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$398,980
0.02% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,117
shares
|
$398,690
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,109
shares
|
$397,915
0.03% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,102
shares
|
$397,237
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,090
shares
|
$396,075
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
4,089
shares
|
$395,978
0.03% of portfolio
|
Q3 2024
Reduced 20.07%
|