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 1,997 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 $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
631,046
shares
|
$61.6 Million
0.27% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
619,502
shares
|
$60.5 Million
3.94% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
608,909
shares
|
$59.4 Million
4.12% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
606,411
shares
|
$59.2 Million
7.86% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
604,086
shares
|
$59 Million
2.58% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
599,296
shares
|
$58.5 Million
3.0% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
593,484
shares
|
$57.9 Million
17.0% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
592,901
shares
|
$57.9 Million
6.23% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$57.2 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
576,795
shares
|
$56.3 Million
13.51% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
575,001
shares
|
$56.1 Million
0.57% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
574,441
shares
|
$56.1 Million
3.68% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
571,203
shares
|
$55.7 Million
20.55% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
569,687
shares
|
$55.6 Million
0.35% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
568,391
shares
|
$55.5 Million
2.19% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
563,712
shares
|
$55 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
552,027
shares
|
$53.9 Million
1.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
551,279
shares
|
$53.8 Million
15.87% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
530,691
shares
|
$51.8 Million
0.18% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
530,075
shares
|
$51.7 Million
21.91% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
527,711
shares
|
$51.5 Million
10.53% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
519,855
shares
|
$50.7 Million
9.54% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
514,036
shares
|
$50.2 Million
13.88% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
509,080
shares
|
$49.7 Million
3.29% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
499,389
shares
|
$48.7 Million
1.41% of portfolio
|
Q3 2024
Added 5.01%
|