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 |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
2,533
shares
|
$250,260
0.18% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
2,529
shares
|
$249,865
0.02% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,528
shares
|
$249,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,515
shares
|
$248,482
0.06% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,505
shares
|
$247,494
0.15% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
2,504
shares
|
$247,395
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
2,500
shares
|
$247,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
2,500
shares
|
$247,000
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
2,495
shares
|
$246,506
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,493
shares
|
$246,308
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
2,493
shares
|
$246,308
0.2% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
2,492
shares
|
$246,209
0.2% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$245,221
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,481
shares
|
$245,122
0.04% of portfolio
|
Q3 2024
Added 1554.0%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
2,480
shares
|
$245,024
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,471
shares
|
$244,134
0.16% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
2,465
shares
|
$243,542
0.07% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
2,448
shares
|
$241,862
0.07% of portfolio
|
Q1 2024
Reduced 40.26%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
2,445
shares
|
$241,566
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,434
shares
|
$240,479
0.05% of portfolio
|
Q4 2024
Reduced 55.86%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,432
shares
|
$240,281
0.01% of portfolio
|
Q4 2024
Reduced 88.87%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,422
shares
|
$239,293
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
2,407
shares
|
$237,811
0.03% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
2,402
shares
|
$237,317
0.04% of portfolio
|
Q4 2024
Reduced 42.12%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
2,400
shares
|
$237,120
0.14% of portfolio
|
Q4 2024
New holding
|