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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,219
shares
|
$119,096
0.04% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$119,096
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$117,337
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,199
shares
|
$117,142
0.03% of portfolio
|
Q4 2024
Reduced 23.82%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,156
shares
|
$112,941
0.08% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$110,401
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
1,130
shares
|
$110,401
0.06% of portfolio
|
Q4 2024
Added 775.97%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1,127
shares
|
$110,107
0.04% of portfolio
|
Q4 2024
Added 367.63%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,121
shares
|
$109,521
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,101
shares
|
$107,567
0.05% of portfolio
|
Q4 2024
Added 675.35%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,100
shares
|
$107,470
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,086
shares
|
$106,102
0.06% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1,083
shares
|
$105,809
0.02% of portfolio
|
Q4 2024
Added 38.31%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,051
shares
|
$102,682
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,036
shares
|
$101,217
0.02% of portfolio
|
Q3 2024
Added 38.87%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$100,631
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,025
shares
|
$100,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,014
shares
|
$99,067
0.0% of portfolio
|
Q3 2023
Added 69.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,009
shares
|
$98,579
0.03% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$97,700
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$97,700
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
936
shares
|
$91,447
0.02% of portfolio
|
Q4 2024
Reduced 30.41%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
928
shares
|
$90,665
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$89,590
0.0% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
895
shares
|
$87,441
0.05% of portfolio
|
Q4 2024
Added 1.36%
|