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 2,108 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
158
shares
|
$15,374
0.01% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,083
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
153
shares
|
$14,888
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,499
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
144
shares
|
$14,012
0.0% of portfolio
|
Q4 2024
Reduced 73.43%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
142
shares
|
$13,818
0.0% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
141
shares
|
$13,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
136
shares
|
$13,234
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
135
shares
|
$13,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$11,385
0.01% of portfolio
|
Q1 2024
Reduced 24.03%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
115
shares
|
$11,190
0.0% of portfolio
|
Q2 2024
Reduced 23.33%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
114
shares
|
$11,093
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
114
shares
|
$11,093
0.03% of portfolio
|
Q3 2024
Reduced 83.45%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
105
shares
|
$10,217
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
102
shares
|
$9,925
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
100
shares
|
$9,731
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
98
shares
|
$9,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
93
shares
|
$9,049
0.0% of portfolio
|
Q3 2024
Reduced 63.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,563
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
87
shares
|
$8,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
81
shares
|
$7,882
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
79
shares
|
$7,687
0.0% of portfolio
|
Q1 2024
Added 88.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,590
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
70
shares
|
$6,811
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
69
shares
|
$6,714
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|