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 2,127 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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
305,116
shares
|
$30.1 Million
2.51% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
304,648
shares
|
$30.1 Million
8.09% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
304,507
shares
|
$30.1 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
303,403
shares
|
$30 Million
5.13% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
300,828
shares
|
$29.7 Million
7.91% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
297,232
shares
|
$29.3 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
290,612
shares
|
$28.7 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
289,519
shares
|
$28.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
287,500
shares
|
$28.4 Million
0.9% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
287,401
shares
|
$28.4 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
287,067
shares
|
$28.3 Million
3.91% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
286,552
shares
|
$28.3 Million
0.21% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
286,114
shares
|
$28.2 Million
2.26% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
285,425
shares
|
$28.2 Million
0.46% of portfolio
|
Q4 2023
Reduced 31.79%
|
|
|
Gp Brinson Investments LLC
|
Jan 07, 2025 Q4 2024 |
280,650
shares
|
$27.7 Million
11.24% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
280,570
shares
|
$27.7 Million
1.35% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
278,685
shares
|
$27.5 Million
2.78% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
277,942
shares
|
$27.4 Million
0.05% of portfolio
|
Q4 2024
Added 235.1%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
277,751
shares
|
$27.4 Million
5.33% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$27.4 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
276,787
shares
|
$27.3 Million
1.53% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
276,746
shares
|
$27.3 Million
1.56% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
276,323
shares
|
$27.3 Million
0.61% of portfolio
|
Q4 2024
Added 3365.3%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
273,798
shares
|
$27 Million
18.98% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
273,495
shares
|
$27 Million
8.78% of portfolio
|
Q4 2024
Added 2.75%
|