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 |
|---|---|---|---|---|---|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
2,040
shares
|
$197,410
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,033
shares
|
$196,733
0.05% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
2,008
shares
|
$194,314
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$193,540
0.06% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$193,540
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,995
shares
|
$193,056
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
1,995
shares
|
$193,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,990
shares
|
$192,572
0.02% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,983
shares
|
$191,894
0.05% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
1,982
shares
|
$191,798
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,981
shares
|
$191,701
0.13% of portfolio
|
Q3 2024
Added 91.4%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,978
shares
|
$191,411
0.07% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,960
shares
|
$189,669
0.0% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,941
shares
|
$187,830
0.15% of portfolio
|
Q2 2022
Reduced 51.33%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,896
shares
|
$183,475
0.08% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
1,884
shares
|
$182,314
0.01% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,844
shares
|
$178,443
0.15% of portfolio
|
Q3 2024
Reduced 49.2%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,834
shares
|
$177,476
0.09% of portfolio
|
Q1 2024
Added 175.79%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,784
shares
|
$172,637
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,742
shares
|
$168,573
0.1% of portfolio
|
Q4 2023
Reduced 39.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,708
shares
|
$165,283
0.08% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,701
shares
|
$164,605
0.01% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$160,638
0.03% of portfolio
|
Q4 2022
Reduced 20.95%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,616
shares
|
$156,380
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$156,380
0.01% of portfolio
|
Q3 2024
Added 0.81%
|