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 2,120 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 |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
71,689
shares
|
$7.05 Million
2.7% of portfolio
|
Q4 2024
Reduced 57.93%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
71,477
shares
|
$7.03 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
71,286
shares
|
$7.01 Million
0.48% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
71,111
shares
|
$6.99 Million
0.99% of portfolio
|
Q4 2024
Added 126.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
70,564
shares
|
$6.94 Million
0.32% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
69,169
shares
|
$6.8 Million
0.09% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
69,090
shares
|
$6.8 Million
3.78% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
68,745
shares
|
$6.76 Million
0.65% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
68,711
shares
|
$6.76 Million
3.32% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
68,469
shares
|
$6.73 Million
2.32% of portfolio
|
Q4 2024
Added 34.47%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
68,202
shares
|
$6.71 Million
2.36% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
68,028
shares
|
$6.69 Million
1.0% of portfolio
|
Q4 2024
Added 30.63%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
67,904
shares
|
$6.68 Million
0.55% of portfolio
|
Q4 2024
Reduced 98.52%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
67,541
shares
|
$6.64 Million
0.04% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
67,480
shares
|
$6.64 Million
6.62% of portfolio
|
Q4 2024
Added 306.46%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
67,236
shares
|
$6.61 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
67,116
shares
|
$6.6 Million
4.63% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
67,113
shares
|
$6.6 Million
2.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
67,012
shares
|
$6.59 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
66,923
shares
|
$6.58 Million
1.12% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
66,713
shares
|
$6.56 Million
0.45% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
66,542
shares
|
$6.54 Million
2.04% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
66,457
shares
|
$6.54 Million
2.51% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
66,335
shares
|
$6.52 Million
1.85% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
66,263
shares
|
$6.52 Million
0.27% of portfolio
|
Q4 2024
Added 2.02%
|