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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
63
shares
|
$6,130
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
60
shares
|
$5,838
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
60
shares
|
$5,838
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
59
shares
|
$5,741
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
59
shares
|
$5,741
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
54
shares
|
$5,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,865
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,768
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
48
shares
|
$4,670
0.0% of portfolio
|
Q4 2024
Reduced 69.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46
shares
|
$4,476
0.0% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
45
shares
|
$4,378
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
38
shares
|
$3,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
32
shares
|
$3,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,016
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
31
shares
|
$3,016
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$2,919
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
30
shares
|
$2,919
0.0% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
30
shares
|
$2,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,821
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
29
shares
|
$2,821
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,627
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,627
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
27
shares
|
$2,627
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
25
shares
|
$2,432
0.0% of portfolio
|
Q4 2024
Reduced 91.07%
|