Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 2,126 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
393,301
shares
|
$38.9 Million
8.26% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
391,326
shares
|
$38.7 Million
1.27% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
385,225
shares
|
$38.1 Million
21.7% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
383,189
shares
|
$37.9 Million
0.22% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
380,625
shares
|
$37.6 Million
0.21% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
380,621
shares
|
$37.6 Million
18.38% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
380,417
shares
|
$37.6 Million
34.39% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$37.6 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
378,602
shares
|
$37.4 Million
1.03% of portfolio
|
Q4 2024
Added 48.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
374,094
shares
|
$37 Million
1.32% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
372,192
shares
|
$36.8 Million
5.73% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
369,925
shares
|
$36.5 Million
1.43% of portfolio
|
Q4 2024
Added 469.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
366,808
shares
|
$36.2 Million
0.46% of portfolio
|
Q4 2024
Added 64.26%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
365,499
shares
|
$36.1 Million
11.36% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$36.1 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
364,801
shares
|
$36 Million
6.84% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
356,965
shares
|
$35.3 Million
0.01% of portfolio
|
Q4 2024
Added 269.07%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
354,025
shares
|
$35 Million
3.93% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$34.6 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
346,208
shares
|
$34.2 Million
4.35% of portfolio
|
Q4 2024
Added 106.25%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
344,400
shares
|
$34 Million
11.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
344,351
shares
|
$34 Million
0.19% of portfolio
|
Q4 2024
Added 90.08%
|
|
|
Passaic Partners LLC
|
Feb 10, 2025 Q4 2024 |
342,634
shares
|
$33.9 Million
4.81% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
341,795
shares
|
$33.8 Million
5.64% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
340,356
shares
|
$33.6 Million
4.95% of portfolio
|
Q4 2024
Added 51.71%
|