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 2,133 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
190,218
shares
|
$18.8 Million
0.91% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
189,144
shares
|
$18.7 Million
3.45% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
188,511
shares
|
$18.6 Million
1.37% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
187,751
shares
|
$18.5 Million
13.19% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
187,319
shares
|
$18.5 Million
1.58% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
185,720
shares
|
$18.3 Million
5.88% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
185,653
shares
|
$18.3 Million
2.03% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
185,122
shares
|
$18.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
184,756
shares
|
$18.2 Million
0.63% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
184,263
shares
|
$18.2 Million
6.86% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
183,170
shares
|
$18.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
182,731
shares
|
$18 Million
1.04% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
182,376
shares
|
$18 Million
5.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
182,010
shares
|
$18 Million
0.95% of portfolio
|
Q4 2024
Added 49.38%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
181,495
shares
|
$17.9 Million
16.06% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
180,292
shares
|
$17.8 Million
12.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
177,669
shares
|
$17.5 Million
3.58% of portfolio
|
Q4 2024
Added 60.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
177,651
shares
|
$17.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
176,878
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.46%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
174,660
shares
|
$17.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
174,100
shares
|
$17.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
173,209
shares
|
$17.1 Million
6.35% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
171,607
shares
|
$16.9 Million
4.62% of portfolio
|
Q3 2023
Added 4351.54%
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$16.8 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
169,126
shares
|
$16.7 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.83%
|