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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,440
shares
|
$332,888
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,439
shares
|
$332,792
0.1% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,431
shares
|
$332,017
0.0% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,421
shares
|
$331,050
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,394
shares
|
$328,437
0.14% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$328,243
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,378
shares
|
$326,889
0.04% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,364
shares
|
$325,534
0.09% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,360
shares
|
$325,147
0.12% of portfolio
|
Q1 2024
Reduced 12.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
3,343
shares
|
$323,502
0.3% of portfolio
|
Q1 2023
Added 22.19%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
3,320
shares
|
$321,276
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,301
shares
|
$319,437
0.19% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$318,857
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
3,293
shares
|
$318,663
0.12% of portfolio
|
Q1 2024
Added 9.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,292
shares
|
$318,566
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$318,276
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
3,287
shares
|
$318,082
0.03% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$317,792
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
3,268
shares
|
$316,244
0.15% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,265
shares
|
$315,954
0.07% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
3,254
shares
|
$314,889
0.0% of portfolio
|
Q3 2024
Reduced 98.42%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
3,250
shares
|
$314,502
0.04% of portfolio
|
Q2 2024
Reduced 22.06%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,226
shares
|
$312,180
0.72% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
3,210
shares
|
$310,631
0.06% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,207
shares
|
$310,341
0.01% of portfolio
|
Q1 2023
Reduced 34.11%
|