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
Tom Deck@Bricktown Capital, Llc
Recent Activity
8.18%
$39.134M
403,860 shares@ 96.91 avg price
CARL JURGENS@Walker Financial Services, Inc.
Recent Activity
Increased 28.67%
21.7%
$37.328M
385,225 shares@ 96.91 avg price
Cheryl Smith@Db Fitzpatrick & Co, Inc
Recent Activity
Increased 5.11%
33.89%
$36.862M
380,417 shares@ 96.9 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 7.56%
11.37%
$35.417M
365,499 shares@ 96.9 avg price
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc
Recent Activity
Increased 4.4%
5.63%
$33.12M
341,795 shares@ 96.9 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -5.42%
0.9%
$32.367M
334,026 shares@ 96.91 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
Increased 1.04%
5.98%
$30.227M
311,941 shares@ 96.91 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 10.29%
0.61%
$29.902M
308,583 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