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 Thomas@Matrix Trust Co
Recent Activity
Decreased -1.85%
3.96%
$22.768M
234,965 shares@ 96.9 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 38.31%
1.93%
$22.194M
229,041 shares@ 96.9 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Increased 6.3%
2.67%
$21.942M
226,441 shares@ 96.91 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 4.06%
0.95%
$21.742M
224,377 shares@ 96.9 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Increased 38.73%
0.5%
$21.699M
223,935 shares@ 96.91 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 10.41%
1.07%
$21.125M
218,013 shares@ 96.91 avg price
Kristie R. Furseth@Bowman & Co S.c.
Recent Activity
Increased 1.42%
10.63%
$20.575M
212,328 shares@ 96.91 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 6.17%
0.98%
$19.42M
200,418 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