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 2,140 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 |
|---|---|---|---|---|---|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
638,030
shares
|
$63 Million
7.78% of portfolio
|
Q1 2025
Reduced 34.63%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
636,091
shares
|
$62.8 Million
2.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
635,422
shares
|
$62.7 Million
1.09% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
630,290
shares
|
$62.2 Million
4.82% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
627,658
shares
|
$62 Million
3.97% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
621,944
shares
|
$61.4 Million
3.88% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
615,150
shares
|
$60.7 Million
14.65% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
610,636
shares
|
$60.3 Million
16.78% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
608,909
shares
|
$60.1 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
|
$59.9 Million
7.86% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
599,296
shares
|
$59.2 Million
3.0% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
596,769
shares
|
$58.9 Million
3.98% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
592,101
shares
|
$58.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$57.8 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
578,176
shares
|
$57.1 Million
4.16% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
577,210
shares
|
$57 Million
5.97% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
569,687
shares
|
$56.2 Million
0.35% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
563,712
shares
|
$55.7 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
557,049
shares
|
$55 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
552,027
shares
|
$54.5 Million
1.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
550,996
shares
|
$54.4 Million
0.02% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
548,728
shares
|
$54.2 Million
0.01% of portfolio
|
Q4 2024
Added 11284.4%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
546,098
shares
|
$53.9 Million
0.05% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
540,301
shares
|
$53.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 43.46%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
539,394
shares
|
$53.3 Million
1.47% of portfolio
|
Q4 2024
Added 8.01%
|