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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
2,040
shares
|
$198,369
0.02% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
2,038
shares
|
$198,175
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,036
shares
|
$197,980
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
2,026
shares
|
$197,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,012
shares
|
$195,646
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,981
shares
|
$192,632
0.13% of portfolio
|
Q3 2024
Added 91.4%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,941
shares
|
$188,742
0.15% of portfolio
|
Q2 2022
Reduced 51.33%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,897
shares
|
$184,464
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,896
shares
|
$184,367
0.07% of portfolio
|
Q1 2025
Added 168.94%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,863
shares
|
$181,158
0.07% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,797
shares
|
$174,740
0.11% of portfolio
|
Q1 2025
Reduced 88.88%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,797
shares
|
$174,740
0.09% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,793
shares
|
$174,351
0.04% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,784
shares
|
$173,476
0.04% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,784
shares
|
$173,476
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,767
shares
|
$171,823
0.09% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,741
shares
|
$169,294
0.15% of portfolio
|
Q4 2024
Added 76.39%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,723
shares
|
$167,544
0.1% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,705
shares
|
$165,794
0.1% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,701
shares
|
$165,405
0.0% of portfolio
|
Q1 2025
Reduced 53.4%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,671
shares
|
$162,488
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,666
shares
|
$162,001
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
1,655
shares
|
$160,932
0.04% of portfolio
|
Q1 2025
Added 263.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,642
shares
|
$159,668
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,615
shares
|
$157,042
0.07% of portfolio
|
Q4 2024
New holding
|