AGG

Ishares Core U.s. Aggregate

Latest period2024 - Q4Total superinvestors338

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 338 superinvestors own shares of Ishares Core U.s. Aggregate (AGG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core U.s. Aggregate (AGG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core U.s. Aggregate (AGG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core U.s. Aggregate (AGG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Decreased -4.62%
1.81%
$92.967M
959,416 shares@ 96.9 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -48.21%
1.04%
$71.326M
736,078 shares@ 96.91 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -5.42%
0.9%
$32.367M
334,026 shares@ 96.91 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -2.31%
1.96%
$29.808M
307,615 shares@ 96.9 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -0.64%
0.94%
$28.802M
297,232 shares@ 96.9 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -5.32%
0.65%
$28.16M
290,612 shares@ 96.91 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -1.85%
3.96%
$22.768M
234,965 shares@ 96.9 avg price
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Decreased -11.3%
2.88%
$18.966M
195,726 shares@ 96.9 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -7.71%
0.27%
$17.938M
185,122 shares@ 96.91 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -18.13%
0.42%
$16.925M
174,660 shares@ 96.91 avg price