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 2,144 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,346
shares
|
$133,240
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
1,339
shares
|
$132,547
0.03% of portfolio
|
Q4 2024
Added 1163.21%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,319
shares
|
$130,567
0.01% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,300
shares
|
$128,687
0.04% of portfolio
|
Q3 2023
Reduced 65.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,290
shares
|
$127,697
0.04% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$124,727
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$120,668
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
1,210
shares
|
$119,777
0.08% of portfolio
|
Q1 2025
Added 125.75%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$118,886
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,199
shares
|
$118,689
0.03% of portfolio
|
Q4 2024
Reduced 23.82%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$111,858
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,121
shares
|
$110,967
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,100
shares
|
$108,889
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,099
shares
|
$108,790
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,086
shares
|
$107,503
0.06% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1,083
shares
|
$107,206
0.02% of portfolio
|
Q4 2024
Added 38.31%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,038
shares
|
$102,751
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,036
shares
|
$102,553
0.02% of portfolio
|
Q3 2024
Added 38.87%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,033
shares
|
$102,256
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$101,959
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,025
shares
|
$101,464
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,009
shares
|
$99,880
0.03% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$98,990
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$98,990
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
985
shares
|
$97,505
0.03% of portfolio
|
Q1 2025
Reduced 25.38%
|