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 2,094 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 $118 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
140,470
shares
|
$13.7 Million
4.84% of portfolio
|
Q4 2024
New holding
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
136,597
shares
|
$13.3 Million
2.19% of portfolio
|
Q4 2024
Added 29.69%
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
136,242
shares
|
$13.3 Million
4.45% of portfolio
|
Q4 2024
Added 3.06%
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
136,000
shares
|
$13.3 Million
4.45% of portfolio
|
Q4 2024
Added 8.64%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
135,741
shares
|
$13.3 Million
0.64% of portfolio
|
Q4 2024
Added 123.28%
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
135,547
shares
|
$13.2 Million
1.76% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13.1 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
133,863
shares
|
$13.1 Million
7.95% of portfolio
|
Q4 2024
Added 7.86%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
133,823
shares
|
$13.1 Million
3.76% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$13 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
132,214
shares
|
$12.9 Million
4.1% of portfolio
|
Q4 2024
Added 0.52%
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
131,350
shares
|
$12.8 Million
1.02% of portfolio
|
Q1 2024
Added 3.96%
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
131,324
shares
|
$12.8 Million
0.66% of portfolio
|
Q4 2024
Added 0.05%
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
131,057
shares
|
$12.8 Million
2.91% of portfolio
|
Q4 2024
Added 13.06%
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
131,005
shares
|
$12.8 Million
0.37% of portfolio
|
Q4 2024
Added 38.84%
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
129,558
shares
|
$12.7 Million
4.9% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
128,779
shares
|
$12.6 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
128,349
shares
|
$12.5 Million
1.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.5 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
126,991
shares
|
$12.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
126,953
shares
|
$12.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.72%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
126,827
shares
|
$12.4 Million
10.02% of portfolio
|
Q4 2024
Added 76.37%
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
126,032
shares
|
$12.3 Million
0.44% of portfolio
|
Q4 2024
Added 13.7%
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.3 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
124,754
shares
|
$12.2 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.1%
|