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 |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
2,100
shares
|
$207,480
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
2,089
shares
|
$206,393
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,047
shares
|
$202,243
0.09% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,022
shares
|
$199,773
0.07% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,010
shares
|
$198,588
0.02% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,981
shares
|
$195,722
0.13% of portfolio
|
Q3 2024
Added 91.4%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
1,950
shares
|
$192,660
0.06% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,941
shares
|
$191,770
0.15% of portfolio
|
Q2 2022
Reduced 51.33%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,897
shares
|
$187,423
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
1,884
shares
|
$186,139
0.01% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,863
shares
|
$184,064
0.07% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,797
shares
|
$177,543
0.08% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,784
shares
|
$176,259
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,763
shares
|
$174,184
0.04% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,742
shares
|
$172,109
0.1% of portfolio
|
Q4 2023
Reduced 39.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,741
shares
|
$172,010
0.15% of portfolio
|
Q4 2024
Added 76.39%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,671
shares
|
$165,094
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,671
shares
|
$165,094
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,666
shares
|
$164,600
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,660
shares
|
$164,008
0.03% of portfolio
|
Q4 2022
Reduced 20.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,633
shares
|
$161,340
0.02% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,615
shares
|
$159,562
0.01% of portfolio
|
Q4 2024
Added 85.63%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,615
shares
|
$159,562
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,590
shares
|
$157,092
0.01% of portfolio
|
Q4 2024
Added 89.51%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$152,942
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|