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 Boyle@American National Bank & Trust
Recent Activity
Decreased -7.49%
0.29%
$2.548M
26,293 shares@ 96.91 avg price
JULIET CRANK@First Financial Bank - Trust Division
Recent Activity
Decreased -40.56%
0.24%
$2.533M
26,139 shares@ 96.91 avg price
Jack C. Marino Jr.@Lake Hills Wealth Management, Llc
Recent Activity
Decreased -76.2%
1.61%
$2.352M
24,274 shares@ 96.91 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.05%
0.19%
$2.207M
22,770 shares@ 96.92 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Decreased -10.32%
0.41%
$2.12M
21,879 shares@ 96.9 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Decreased -7.27%
0.23%
$2.114M
21,811 shares@ 96.91 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -32.71%
0.35%
$1.829M
18,880 shares@ 96.9 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
Decreased -2.79%
0.28%
$1.75M
18,060 shares@ 96.9 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Decreased -6.66%
0.1%
$1.648M
17,003 shares@ 96.91 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -11.2%
0.14%
$1.625M
16,773 shares@ 96.91 avg price