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 2,126 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 |
|---|---|---|---|---|---|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
2,875
shares
|
$284,050
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$282,074
0.21% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
2,838
shares
|
$280,394
0.05% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
2,835
shares
|
$280,098
0.02% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
2,828
shares
|
$279,406
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,816
shares
|
$278,220
0.12% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,808
shares
|
$277,430
0.07% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,805
shares
|
$277,134
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
2,800
shares
|
$276,640
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
2,792
shares
|
$275,849
0.07% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,791
shares
|
$275,750
0.05% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,791
shares
|
$275,750
0.11% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Mar 04, 2025 Q4 2024 |
2,791
shares
|
$275,750
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,789
shares
|
$275,553
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,770
shares
|
$273,676
0.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
2,723
shares
|
$269,032
0.0% of portfolio
|
Q4 2024
Added 30.91%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,718
shares
|
$268,538
0.1% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,714
shares
|
$268,143
0.03% of portfolio
|
Q4 2024
Added 27.9%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
2,706
shares
|
$267,352
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,700
shares
|
$266,760
0.02% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,686
shares
|
$265,376
0.13% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,680
shares
|
$264,784
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,677
shares
|
$264,487
0.09% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,675
shares
|
$264,290
0.07% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,667
shares
|
$263,499
0.11% of portfolio
|
Q4 2024
Added 0.23%
|