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 |
|---|---|---|---|---|---|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
2,631
shares
|
$254,601
0.23% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,630
shares
|
$254,505
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,620
shares
|
$253,537
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,616
shares
|
$253,150
0.11% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
2,612
shares
|
$252,763
0.1% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
2,609
shares
|
$252,472
0.06% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$251,602
0.0% of portfolio
|
Q2 2024
Reduced 46.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,600
shares
|
$251,602
0.14% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
2,598
shares
|
$251,408
0.08% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
2,597
shares
|
$251,311
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
2,594
shares
|
$251,021
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,590
shares
|
$250,634
0.01% of portfolio
|
Q3 2024
Added 722.22%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,589
shares
|
$250,537
0.02% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,587
shares
|
$250,343
0.01% of portfolio
|
Q2 2024
Added 6059.52%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
2,586
shares
|
$250,247
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
2,583
shares
|
$249,956
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,579
shares
|
$249,569
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,573
shares
|
$248,989
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,566
shares
|
$248,311
0.02% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
2,561
shares
|
$247,827
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,553
shares
|
$247,053
0.07% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,550
shares
|
$246,763
0.1% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$246,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
2,541
shares
|
$245,892
0.04% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
2,520
shares
|
$243,860
0.05% of portfolio
|
Q3 2024
Added 4.05%
|