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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,515
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
86
shares
|
$8,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
85
shares
|
$8,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
85
shares
|
$8,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
84
shares
|
$8,128
0.0% of portfolio
|
Q3 2024
Reduced 99.31%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
83
shares
|
$8,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
80
shares
|
$7,741
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
79
shares
|
$7,644
0.0% of portfolio
|
Q1 2024
Added 88.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,548
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
72
shares
|
$6,967
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
70
shares
|
$6,773
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
70
shares
|
$6,773
0.02% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$6,096
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
61
shares
|
$5,902
0.01% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
60
shares
|
$5,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
59
shares
|
$5,709
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
59
shares
|
$5,709
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
56
shares
|
$5,419
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
50
shares
|
$4,838
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,741
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
45
shares
|
$4,354
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
44
shares
|
$4,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
38
shares
|
$3,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$2,999
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
31
shares
|
$2,999
0.0% of portfolio
|
Q3 2024
Added 6.9%
|