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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
340,028
shares
|
$33.6 Million
2.2% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
337,830
shares
|
$33.4 Million
9.16% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
336,539
shares
|
$33.3 Million
2.37% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
334,026
shares
|
$33 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
333,654
shares
|
$33 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$32.7 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
330,521
shares
|
$32.7 Million
2.88% of portfolio
|
Q4 2024
Added 30.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
328,774
shares
|
$32.5 Million
1.75% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
327,225
shares
|
$32.3 Million
2.78% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
325,734
shares
|
$32.2 Million
0.74% of portfolio
|
Q4 2024
Added 63.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
324,667
shares
|
$32.1 Million
0.49% of portfolio
|
Q4 2024
Added 134.82%
|
|
|
First Washington Corp
Seattle, WA |
Feb 13, 2025 Q4 2024 |
324,319
shares
|
$32 Million
11.97% of portfolio
|
Q4 2024
Added 215.33%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,417
shares
|
$31.8 Million
2.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
321,104
shares
|
$31.7 Million
0.36% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
320,587
shares
|
$31.7 Million
19.53% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
319,909
shares
|
$31.6 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$31.3 Million
6.47% of portfolio
|
Q4 2022
Added 143.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
316,728
shares
|
$31.3 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
313,109
shares
|
$30.9 Million
0.75% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
311,941
shares
|
$30.8 Million
6.06% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
311,825
shares
|
$30.8 Million
4.51% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
308,583
shares
|
$30.5 Million
0.63% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
307,615
shares
|
$30.4 Million
1.99% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
307,415
shares
|
$30.4 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
306,457
shares
|
$30.3 Million
1.15% of portfolio
|
Q4 2024
Added 10.64%
|