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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
939
shares
|
$92,951
0.05% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
936
shares
|
$92,654
0.02% of portfolio
|
Q4 2024
Reduced 30.41%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
928
shares
|
$91,862
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
919
shares
|
$90,971
0.03% of portfolio
|
Q1 2025
Reduced 31.88%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$90,773
0.0% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
895
shares
|
$88,596
0.05% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
864
shares
|
$85,527
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
856
shares
|
$84,735
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
846
shares
|
$83,745
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
844
shares
|
$83,547
0.05% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
842
shares
|
$83,349
0.03% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
805
shares
|
$79,686
0.02% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
796
shares
|
$78,796
0.01% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$75,628
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
752
shares
|
$74,440
0.03% of portfolio
|
Q1 2025
Reduced 39.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
750
shares
|
$74,242
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
722
shares
|
$71,470
0.01% of portfolio
|
Q1 2025
Added 178.76%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
711
shares
|
$70,381
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
705
shares
|
$69,787
0.03% of portfolio
|
Q4 2024
Added 138.18%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
704
shares
|
$69,688
0.01% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
699
shares
|
$69,194
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
686
shares
|
$67,907
0.02% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
679
shares
|
$67,214
0.02% of portfolio
|
Q1 2025
Reduced 44.3%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
673
shares
|
$66,620
0.01% of portfolio
|
Q1 2025
Added 124.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$65,630
0.04% of portfolio
|
Q2 2024
New holding
|