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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
655
shares
|
$64,838
0.01% of portfolio
|
Q4 2024
Added 53.4%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
634
shares
|
$62,759
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
629
shares
|
$62,264
0.04% of portfolio
|
Q1 2024
Added 591.21%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
609
shares
|
$60,284
0.03% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
605
shares
|
$59,888
0.0% of portfolio
|
Q2 2024
Added 101.67%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
596
shares
|
$58,998
0.01% of portfolio
|
Q1 2025
Reduced 51.97%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
567
shares
|
$56,127
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$55,533
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
560
shares
|
$55,434
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
560
shares
|
$55,434
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
554
shares
|
$54,840
0.0% of portfolio
|
Q4 2024
Reduced 94.13%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
549
shares
|
$54,345
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
542
shares
|
$53,652
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
540
shares
|
$53,454
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
531
shares
|
$52,563
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
514
shares
|
$50,880
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$50,682
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
470
shares
|
$46,525
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
464
shares
|
$45,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
453
shares
|
$44,842
0.02% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
450
shares
|
$44,545
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
438
shares
|
$43,357
0.04% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
429
shares
|
$42,466
0.03% of portfolio
|
Q4 2024
Reduced 62.89%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
423
shares
|
$41,872
0.02% of portfolio
|
Q1 2024
Reduced 63.47%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
414
shares
|
$40,981
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|