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 2,127 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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
430,843
shares
|
$42.3 Million
0.73% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
430,054
shares
|
$42.2 Million
0.41% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
428,895
shares
|
$42.1 Million
0.05% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
427,264
shares
|
$41.9 Million
12.43% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
424,717
shares
|
$41.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$41.5 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
421,377
shares
|
$41.4 Million
7.55% of portfolio
|
Q4 2024
Added 31.29%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
420,328
shares
|
$41.3 Million
3.65% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
420,096
shares
|
$41.2 Million
6.66% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
419,336
shares
|
$41.2 Million
0.75% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
418,011
shares
|
$41 Million
1.19% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
416,621
shares
|
$40.9 Million
4.04% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
412,867
shares
|
$40.5 Million
1.13% of portfolio
|
Q4 2024
Added 30.51%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
412,309
shares
|
$40.5 Million
0.68% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
407,941
shares
|
$40 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
406,622
shares
|
$39.9 Million
8.35% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
406,537
shares
|
$39.9 Million
24.95% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
404,854
shares
|
$39.7 Million
3.1% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
404,248
shares
|
$39.7 Million
2.5% of portfolio
|
Q4 2024
Added 37.71%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
403,860
shares
|
$39.6 Million
8.17% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
402,457
shares
|
$39.5 Million
0.11% of portfolio
|
Q4 2024
Added 138.59%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
400,127
shares
|
$39.3 Million
8.62% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
396,440
shares
|
$38.9 Million
3.09% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
394,544
shares
|
$38.7 Million
20.08% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
393,796
shares
|
$38.7 Million
7.3% of portfolio
|
Q4 2024
Added 1.36%
|