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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
2,397
shares
|
$236,823
0.1% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,394
shares
|
$236,527
0.02% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
2,388
shares
|
$235,934
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,381
shares
|
$235,242
0.07% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,381
shares
|
$235,242
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,377
shares
|
$234,847
0.15% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
2,368
shares
|
$233,958
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$233,464
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$233,365
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,350
shares
|
$232,180
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
2,339
shares
|
$231,093
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
2,334
shares
|
$230,599
0.21% of portfolio
|
Q4 2024
Reduced 98.97%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,322
shares
|
$229,413
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
2,319
shares
|
$229,117
0.12% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$228,820
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,298
shares
|
$227,042
0.08% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
2,289
shares
|
$226,153
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,285
shares
|
$225,758
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
2,282
shares
|
$225,461
0.15% of portfolio
|
Q4 2024
Reduced 95.31%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,274
shares
|
$224,671
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,270
shares
|
$224,276
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
2,269
shares
|
$224,177
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,262
shares
|
$223,485
0.03% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$222,003
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,247
shares
|
$222,003
0.02% of portfolio
|
Q4 2024
Reduced 12.43%
|