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 1.06 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 |
|---|---|---|---|---|---|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
411,275
shares
|
$39.5 Million
4.24% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
410,913
shares
|
$39.4 Million
6.61% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
409,313
shares
|
$39.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
407,842
shares
|
$39.1 Million
1.27% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
406,537
shares
|
$39 Million
24.93% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
403,860
shares
|
$38.7 Million
7.62% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
402,809
shares
|
$38.6 Million
3.65% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
395,413
shares
|
$37.9 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
393,873
shares
|
$37.8 Million
24.05% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
391,338
shares
|
$37.5 Million
1.33% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
388,814
shares
|
$37.3 Million
3.17% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
388,512
shares
|
$37.3 Million
7.74% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
387,468
shares
|
$37.2 Million
8.25% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
385,892
shares
|
$37 Million
8.72% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$36.5 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
376,963
shares
|
$36.2 Million
3.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
376,881
shares
|
$36.2 Million
18.89% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
375,464
shares
|
$36 Million
2.7% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
372,274
shares
|
$35.7 Million
3.01% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$35 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
364,935
shares
|
$35 Million
18.81% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
363,428
shares
|
$34.9 Million
3.51% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
361,932
shares
|
$34.7 Million
32.51% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
358,143
shares
|
$34.4 Million
7.32% of portfolio
|
Q3 2024
Added 37.06%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
356,556
shares
|
$34.2 Million
15.04% of portfolio
|
Q3 2024
Added 1.89%
|