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 2,003 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
785,101
shares
|
$76.5 Million
2.98% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
776,338
shares
|
$75.6 Million
6.03% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
772,620
shares
|
$75.3 Million
0.68% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
761,202
shares
|
$74.1 Million
0.39% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
752,700
shares
|
$73.3 Million
10.25% of portfolio
|
Q3 2024
Added 1367.25%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Oct 28, 2024 Q3 2024 |
736,489
shares
|
$71.7 Million
17.12% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
736,078
shares
|
$71.7 Million
1.19% of portfolio
|
Q4 2024
Reduced 48.21%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
734,967
shares
|
$71.6 Million
11.64% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
725,693
shares
|
$70.7 Million
3.4% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
717,303
shares
|
$69.9 Million
0.07% of portfolio
|
Q3 2024
Added 48.03%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
703,155
shares
|
$68.5 Million
5.98% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
694,514
shares
|
$67.6 Million
0.19% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
693,886
shares
|
$67.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
688,175
shares
|
$67 Million
5.08% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
683,870
shares
|
$66.6 Million
16.81% of portfolio
|
Q3 2024
Reduced 39.35%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$65.5 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
666,460
shares
|
$64.9 Million
0.01% of portfolio
|
Q3 2024
Added 102.49%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
664,736
shares
|
$64.7 Million
16.86% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
659,937
shares
|
$64.3 Million
23.75% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
659,630
shares
|
$64.2 Million
0.27% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
644,270
shares
|
$62.8 Million
5.93% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
643,783
shares
|
$62.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
643,732
shares
|
$62.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
635,647
shares
|
$61.9 Million
2.22% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
635,422
shares
|
$61.9 Million
1.09% of portfolio
|
Q4 2024
Added 6.79%
|