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 2,171 institutions that hold shares in the stock, with a total of 1.26 Billion shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
56,094
shares
|
$5.53 Million
1.25% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
56,081
shares
|
$5.53 Million
0.15% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
56,050
shares
|
$5.53 Million
3.9% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
55,994
shares
|
$5.52 Million
1.27% of portfolio
|
Q1 2025
Added 132.37%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
55,729
shares
|
$5.5 Million
1.93% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
55,708
shares
|
$5.5 Million
1.97% of portfolio
|
Q1 2025
Added 75.92%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
55,498
shares
|
$5.48 Million
0.57% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
54,864
shares
|
$5.41 Million
1.56% of portfolio
|
Q1 2025
Reduced 90.05%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
54,658
shares
|
$5.39 Million
1.74% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
54,621
shares
|
$5.39 Million
2.88% of portfolio
|
Q1 2025
Added 116.85%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,523
shares
|
$5.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
54,369
shares
|
$5.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
53,940
shares
|
$5.32 Million
0.33% of portfolio
|
Q1 2025
Reduced 32.48%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
53,795
shares
|
$5.31 Million
0.06% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
53,688
shares
|
$5.3 Million
2.55% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
53,646
shares
|
$5.29 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
53,557
shares
|
$5.28 Million
0.3% of portfolio
|
Q1 2025
Added 29.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
53,228
shares
|
$5.25 Million
0.13% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
52,757
shares
|
$5.21 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.28%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
52,634
shares
|
$5.19 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
52,572
shares
|
$5.19 Million
2.43% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
52,537
shares
|
$5.18 Million
0.17% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
52,430
shares
|
$5.17 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
52,337
shares
|
$5.16 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
52,214
shares
|
$5.15 Million
2.59% of portfolio
|
Q4 2024
New holding
|