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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$30.7 Million
6.47% of portfolio
|
Q4 2022
Added 143.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
316,728
shares
|
$30.7 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
316,352
shares
|
$30.7 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
314,893
shares
|
$30.5 Million
2.18% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
308,753
shares
|
$29.9 Million
5.95% of portfolio
|
Q3 2024
Added 183.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
307,569
shares
|
$29.8 Million
0.81% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
306,948
shares
|
$29.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
303,447
shares
|
$29.4 Million
2.49% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
302,388
shares
|
$29.3 Million
2.89% of portfolio
|
Q3 2024
Added 62.85%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
301,820
shares
|
$29.3 Million
3.11% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
301,092
shares
|
$29.2 Million
0.06% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
299,395
shares
|
$29 Million
20.5% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
299,157
shares
|
$29 Million
0.99% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
295,648
shares
|
$28.7 Million
5.3% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
295,630
shares
|
$28.7 Million
2.62% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
295,527
shares
|
$28.7 Million
0.69% of portfolio
|
Q3 2024
Added 71.73%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
295,409
shares
|
$28.6 Million
3.86% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
294,693
shares
|
$28.6 Million
1.72% of portfolio
|
Q3 2024
Added 70.53%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
294,048
shares
|
$28.5 Million
7.85% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
293,542
shares
|
$28.5 Million
1.92% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Passaic Partners LLC
|
Nov 01, 2024 Q3 2024 |
293,405
shares
|
$28.4 Million
4.49% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
292,455
shares
|
$28.4 Million
2.99% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
290,710
shares
|
$28.2 Million
0.8% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
289,661
shares
|
$28.1 Million
0.7% of portfolio
|
Q3 2024
Reduced 52.66%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
285,425
shares
|
$27.7 Million
0.46% of portfolio
|
Q4 2023
Reduced 31.79%
|