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 2,094 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,262
shares
|
$220,997
0.03% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$219,531
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,247
shares
|
$219,531
0.02% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$219,531
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,229
shares
|
$217,773
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,228
shares
|
$217,675
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
2,221
shares
|
$216,991
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
2,220
shares
|
$216,894
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,217
shares
|
$216,600
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
2,213
shares
|
$216,210
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,207
shares
|
$215,623
0.05% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,200
shares
|
$214,940
0.01% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$214,940
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$214,940
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$214,940
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
2,183
shares
|
$213,279
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,179
shares
|
$212,888
0.15% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,175
shares
|
$212,497
0.07% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$212,497
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
2,175
shares
|
$212,497
0.02% of portfolio
|
Q4 2024
Reduced 28.1%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,175
shares
|
$212,497
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,172
shares
|
$212,204
0.08% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
2,171
shares
|
$212,106
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
2,169
shares
|
$211,911
0.12% of portfolio
|
Q4 2024
Reduced 64.36%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,119
shares
|
$207,026
0.04% of portfolio
|
Q3 2024
Added 0.76%
|