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 |
|---|---|---|---|---|---|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
51,916
shares
|
$5.12 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
51,871
shares
|
$5.12 Million
3.38% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
51,704
shares
|
$5.1 Million
1.4% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
51,567
shares
|
$5.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
51,403
shares
|
$5.07 Million
0.66% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
51,273
shares
|
$5.06 Million
2.7% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
51,146
shares
|
$5.05 Million
0.48% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Centerstone Investors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
51,000
shares
|
$5.03 Million
12.15% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
50,821
shares
|
$5.01 Million
1.23% of portfolio
|
Q4 2023
Reduced 87.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,491
shares
|
$4.98 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.55%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
50,255
shares
|
$4.96 Million
1.02% of portfolio
|
Q1 2025
Added 41.14%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
50,027
shares
|
$4.94 Million
0.59% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
49,980
shares
|
$4.93 Million
0.51% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
49,965
shares
|
$4.93 Million
0.03% of portfolio
|
Q1 2025
Added 54.99%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
49,864
shares
|
$4.92 Million
2.44% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
49,788
shares
|
$4.91 Million
1.03% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
49,769
shares
|
$4.91 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
49,656
shares
|
$4.9 Million
2.13% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
49,273
shares
|
$4.86 Million
1.28% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
49,221
shares
|
$4.86 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
49,215
shares
|
$4.86 Million
1.05% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
49,135
shares
|
$4.85 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
49,052
shares
|
$4.84 Million
1.32% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,830
shares
|
$4.82 Million
0.41% of portfolio
|
Q4 2023
Added 21.88%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
48,369
shares
|
$4.77 Million
0.3% of portfolio
|
Q1 2025
Added 60.93%
|