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 2,164 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 $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
2,120
shares
|
$206,148
0.19% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,114
shares
|
$205,565
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
2,110
shares
|
$205,176
0.04% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,105
shares
|
$204,690
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
2,100
shares
|
$204,204
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
2,100
shares
|
$204,204
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
2,100
shares
|
$204,204
0.19% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
2,098
shares
|
$204,009
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
2,098
shares
|
$204,009
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
2,089
shares
|
$203,134
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,085
shares
|
$202,745
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,080
shares
|
$202,259
0.0% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
2,077
shares
|
$201,967
0.03% of portfolio
|
Q1 2025
Reduced 84.32%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
2,076
shares
|
$201,870
0.03% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
2,071
shares
|
$201,384
0.17% of portfolio
|
Q1 2025
Reduced 57.6%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
2,065
shares
|
$200,800
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,060
shares
|
$200,314
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
2,060
shares
|
$200,314
0.16% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
2,058
shares
|
$200,119
0.01% of portfolio
|
Q1 2025
Reduced 55.47%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,047
shares
|
$199,050
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
2,046
shares
|
$198,953
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,045
shares
|
$198,855
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,045
shares
|
$198,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,045
shares
|
$198,855
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,043
shares
|
$198,661
0.0% of portfolio
|
Q1 2025
Added 101.48%
|