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 2,172 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 $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
673
shares
|
$66,398
0.01% of portfolio
|
Q1 2025
Added 124.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
663
shares
|
$65,411
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$65,411
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
634
shares
|
$62,550
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
620
shares
|
$61,169
0.02% of portfolio
|
Q1 2025
Added 1966.67%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
609
shares
|
$60,083
0.03% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
570
shares
|
$56,236
0.05% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
570
shares
|
$56,236
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
567
shares
|
$55,940
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$55,348
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$50,513
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
500
shares
|
$49,330
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
470
shares
|
$46,370
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
464
shares
|
$45,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
453
shares
|
$44,692
0.02% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
450
shares
|
$44,397
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
438
shares
|
$43,213
0.04% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
429
shares
|
$42,325
0.03% of portfolio
|
Q4 2024
Reduced 62.89%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
423
shares
|
$41,733
0.02% of portfolio
|
Q1 2024
Reduced 63.47%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
414
shares
|
$40,845
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
408
shares
|
$40,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
391
shares
|
$38,576
0.01% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
389
shares
|
$38,378
0.04% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
380
shares
|
$37,490
0.03% of portfolio
|
Q1 2025
Added 43.4%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
376
shares
|
$37,096
0.02% of portfolio
|
Q1 2025
Reduced 85.69%
|