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
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -5.23%
0.09%
$263,371
2,718 shares@ 96.9 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -0.93%
0.03%
$247,543
2,555 shares@ 96.89 avg price
Sarah Kiaaina@Cadinha & Co Llc
Recent Activity
Decreased -1.27%
0.05%
$247,095
2,550 shares@ 96.9 avg price
Debbie Bectal@Lpf Advisors Llc
Recent Activity
Decreased -5.28%
0.21%
$241,475
2,492 shares@ 96.91 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Decreased -7.46%
0.07%
$230,729
2,381 shares@ 96.91 avg price
STEVEN SHILLING@Cnb Bank
Recent Activity
Decreased -2.01%
0.09%
$174,129
1,797 shares@ 96.9 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -36.26%
0.04%
$127,908
1,320 shares@ 96.9 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
Decreased -18.46%
0.08%
$126,261
1,303 shares@ 96.91 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -20.01%
0.04%
$118,091
1,219 shares@ 96.88 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Decreased -5.47%
0.03%
$83,713
864 shares@ 96.9 avg price