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 2,170 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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,969
shares
|
$391,581
0.03% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,967
shares
|
$391,384
0.2% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,965
shares
|
$391,186
0.02% of portfolio
|
Q1 2025
Reduced 70.94%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
3,958
shares
|
$390,496
0.07% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,957
shares
|
$390,397
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,944
shares
|
$389,115
0.1% of portfolio
|
Q4 2024
Added 94.0%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,943
shares
|
$389,016
0.04% of portfolio
|
Q1 2025
Added 45.28%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
3,929
shares
|
$387,635
0.04% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
3,928
shares
|
$387,536
0.03% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
3,919
shares
|
$386,648
0.39% of portfolio
|
Q4 2022
Added 61.74%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,906
shares
|
$385,365
0.09% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,905
shares
|
$385,267
0.02% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
3,865
shares
|
$381,320
0.26% of portfolio
|
Q1 2025
Added 24.52%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,854
shares
|
$380,235
0.25% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
3,853
shares
|
$380,136
0.11% of portfolio
|
Q1 2025
Reduced 47.79%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,848
shares
|
$379,643
0.07% of portfolio
|
Q3 2023
Reduced 51.85%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
3,840
shares
|
$378,854
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
3,830
shares
|
$377,867
0.12% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
3,821
shares
|
$376,979
0.34% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
3,797
shares
|
$374,612
0.31% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
3,785
shares
|
$373,428
0.15% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
3,776
shares
|
$372,540
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
3,773
shares
|
$372,244
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,764
shares
|
$371,356
0.28% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
3,745
shares
|
$369,481
0.1% of portfolio
|
Q1 2025
Reduced 31.08%
|