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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Decreased -7.3%
0.1%
$1.577M
16,273 shares@ 96.9 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -10.25%
0.6%
$1.566M
16,160 shares@ 96.9 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Decreased -17.73%
0.8%
$1.483M
15,303 shares@ 96.91 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -73.03%
0.03%
$1.467M
15,140 shares@ 96.9 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -5.51%
0.09%
$1.303M
13,452 shares@ 96.9 avg price
John Hayes@Longview Wealth Management
Recent Activity
Decreased -12.69%
0.38%
$1.222M
12,613 shares@ 96.91 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
Decreased -29.97%
0.65%
$1.22M
12,595 shares@ 96.91 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -47.81%
0.15%
$1.177M
12,146 shares@ 96.9 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -2.08%
0.24%
$1.144M
11,808 shares@ 96.89 avg price
Timothy J Videnka@Forza Wealth Management, Llc
Recent Activity
Decreased -1.21%
0.52%
$1.123M
11,587 shares@ 96.9 avg price