AGG

Ishares Core U.s. Aggregate

Latest period2024 - Q4Total superinvestors670

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, 670 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

SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.8%
2.68%
$1.321B
13.049M shares@ 101.28 avg price
Sonya Newkirk@First Citizens Bank & Trust Co
Recent Activity
Decreased -0.31%
18.31%
$997.105M
10.29M shares@ 96.9 avg price
Sanjay Chawla@Factory Mutual Insurance Co
Recent Activity
Decreased -14.1%
6.08%
$561.909M
5.799M shares@ 96.9 avg price
Gus Pollak@Vantagepoint Investment Advisers Llc
Recent Activity
Increased 32.66%
50.46%
$314.917M
3.25M shares@ 96.9 avg price
Timothy Harder@Quotient Wealth Partners, Llc
Recent Activity
Increased 3.41%
7.76%
$237.132M
2.447M shares@ 96.9 avg price
Yinka Akinsola@Blue Trust, Inc.
Recent Activity
Decreased -1.59%
2.54%
$215.185M
2.125M shares@ 101.27 avg price
Kevin Terhaar@Stairway Partners, Llc
Recent Activity
Increased 10.27%
12.34%
$195.774M
2.02M shares@ 96.9 avg price
Aryn Sands@Strategic Financial Concepts, Llc
Recent Activity
Increased 10269.37%
1.2%
$6.592M
1.687M shares@ 3.91 avg price
Ken Evangelista@Capital Asset Advisory Services Llc
Recent Activity
Increased 0.72%
7.75%
$157.246M
1.624M shares@ 96.82 avg price
Jeffrey S. Troiano@Charter Oak Capital Management, Llc
Recent Activity
Increased 7.85%
14.65%
$157.317M
1.623M shares@ 96.91 avg price

1-10 of 670