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 1.07 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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
799,314
shares
|
$77.5 Million
2.37% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
795,093
shares
|
$77.1 Million
4.21% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
785,101
shares
|
$76.1 Million
2.98% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
776,338
shares
|
$75.3 Million
6.03% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
772,620
shares
|
$74.9 Million
0.68% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
761,202
shares
|
$73.8 Million
0.39% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
752,700
shares
|
$73 Million
10.25% of portfolio
|
Q3 2024
Added 1367.25%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Oct 28, 2024 Q3 2024 |
736,489
shares
|
$71.4 Million
17.12% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
734,967
shares
|
$71.3 Million
11.64% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
725,693
shares
|
$70.4 Million
3.4% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
717,303
shares
|
$69.5 Million
0.07% of portfolio
|
Q3 2024
Added 48.03%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
709,608
shares
|
$68.8 Million
17.51% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
693,886
shares
|
$67.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
683,870
shares
|
$66.3 Million
16.81% of portfolio
|
Q3 2024
Reduced 39.35%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
679,624
shares
|
$65.9 Million
6.05% of portfolio
|
Q3 2024
Reduced 45.74%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$65.2 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
669,366
shares
|
$64.9 Million
0.25% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
666,460
shares
|
$64.6 Million
0.01% of portfolio
|
Q3 2024
Added 102.49%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
659,937
shares
|
$64 Million
23.75% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
659,630
shares
|
$64 Million
0.27% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
656,494
shares
|
$63.7 Million
17.63% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
645,733
shares
|
$62.6 Million
5.05% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
644,270
shares
|
$62.5 Million
5.93% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
643,783
shares
|
$62.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
640,130
shares
|
$62.1 Million
4.01% of portfolio
|
Q3 2024
Reduced 30.74%
|