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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
635,647
shares
|
$61.6 Million
2.22% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
631,046
shares
|
$61.2 Million
0.27% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
619,502
shares
|
$60.1 Million
3.94% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
604,086
shares
|
$58.6 Million
2.58% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
595,011
shares
|
$57.7 Million
1.14% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
593,484
shares
|
$57.5 Million
17.0% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
592,901
shares
|
$57.5 Million
6.23% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
586,265
shares
|
$56.8 Million
4.17% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$56.8 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
571,203
shares
|
$55.4 Million
20.55% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
565,294
shares
|
$54.8 Million
3.85% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
561,359
shares
|
$54.4 Million
3.66% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
559,292
shares
|
$54.2 Million
2.91% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
553,284
shares
|
$53.6 Million
13.79% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
552,027
shares
|
$53.5 Million
1.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
535,657
shares
|
$51.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
534,356
shares
|
$51.8 Million
7.35% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
530,691
shares
|
$51.5 Million
0.18% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
530,075
shares
|
$51.4 Million
21.91% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
528,093
shares
|
$51.2 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
524,681
shares
|
$50.9 Million
16.05% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
516,385
shares
|
$50.1 Million
0.59% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
509,080
shares
|
$49.4 Million
3.29% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
499,389
shares
|
$48.4 Million
1.41% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
496,470
shares
|
$48.1 Million
12.03% of portfolio
|
Q3 2024
Added 3.14%
|