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
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -6.23%
2.3%
$4.39M
45,300 shares@ 96.91 avg price
Christopher Casanega@Sharper & Granite Llc
Recent Activity
Decreased -7.65%
1.74%
$3.942M
40,680 shares@ 96.91 avg price
Scott Geppert@Stonekeep Investments, Llc
Recent Activity
Decreased -0.3%
2.52%
$3.372M
34,795 shares@ 96.91 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Decreased -1.49%
1.96%
$3.065M
31,973 shares@ 95.86 avg price
Janelle Phillips@Adirondack Trust Co
Recent Activity
Decreased -5.75%
1.18%
$3.07M
31,682 shares@ 96.9 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Decreased -17.4%
0.83%
$3.029M
31,264 shares@ 96.91 avg price
Marcelo Perez@Alhambra Investment Management Llc
Recent Activity
Decreased -1.75%
1.55%
$3.013M
31,090 shares@ 96.9 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -2.04%
0.29%
$2.917M
30,107 shares@ 96.9 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
Decreased -12.24%
0.6%
$2.862M
29,538 shares@ 96.9 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Decreased -4.09%
1.81%
$2.86M
29,517 shares@ 96.9 avg price