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 2,133 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
540,301
shares
|
$53.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 43.46%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
539,394
shares
|
$53.3 Million
1.47% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
528,169
shares
|
$52.1 Million
21.21% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
527,949
shares
|
$52.1 Million
4.59% of portfolio
|
Q4 2024
Added 45.27%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
527,711
shares
|
$52.1 Million
10.53% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
519,855
shares
|
$51.3 Million
9.54% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
516,482
shares
|
$51 Million
3.75% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
514,036
shares
|
$50.8 Million
13.88% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
503,085
shares
|
$49.7 Million
17.78% of portfolio
|
Q4 2024
Added 44.87%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
499,110
shares
|
$49.3 Million
0.5% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
483,125
shares
|
$47.7 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
476,635
shares
|
$47.1 Million
7.93% of portfolio
|
Q4 2024
Added 19134.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
472,538
shares
|
$46.7 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$46.3 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Feb 13, 2025 Q4 2024 |
464,703
shares
|
$45.9 Million
17.85% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
P/E Global LLC
|
Jan 30, 2025 Q4 2024 |
463,274
shares
|
$45.7 Million
10.1% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
456,732
shares
|
$45.1 Million
15.96% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
451,708
shares
|
$44.6 Million
23.87% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
448,617
shares
|
$44.3 Million
20.9% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
447,945
shares
|
$44.2 Million
0.6% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
447,557
shares
|
$44.2 Million
12.84% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
445,622
shares
|
$44 Million
3.3% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
443,629
shares
|
$43.8 Million
10.84% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
443,147
shares
|
$43.8 Million
2.93% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
432,055
shares
|
$42.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.4%
|