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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,610
shares
|
$155,799
0.06% of portfolio
|
Q2 2024
Added 337.5%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
1,598
shares
|
$154,638
0.11% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,574
shares
|
$152,315
0.04% of portfolio
|
Q3 2024
Added 68.52%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$149,799
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,524
shares
|
$147,477
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,524
shares
|
$147,477
0.03% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$145,251
0.13% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,496
shares
|
$144,767
0.07% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,493
shares
|
$144,477
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,432
shares
|
$138,574
0.04% of portfolio
|
Q3 2024
Added 98.34%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,424
shares
|
$137,800
0.07% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,416
shares
|
$137,026
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$135,478
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1,392
shares
|
$134,703
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,391
shares
|
$134,607
0.05% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$132,284
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,345
shares
|
$130,155
0.04% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,300
shares
|
$125,801
0.04% of portfolio
|
Q3 2023
Reduced 65.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,299
shares
|
$125,704
0.04% of portfolio
|
Q3 2024
Reduced 27.15%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,291
shares
|
$124,930
0.02% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,290
shares
|
$124,833
0.04% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$121,930
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,243
shares
|
$120,285
0.05% of portfolio
|
Q2 2024
Added 31.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,243
shares
|
$120,285
0.01% of portfolio
|
Q3 2024
Reduced 82.41%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,226
shares
|
$118,640
0.03% of portfolio
|
Q3 2024
Reduced 35.44%
|