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 |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
391
shares
|
$38,705
0.01% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
389
shares
|
$38,507
0.04% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
375
shares
|
$37,121
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
370
shares
|
$36,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
361
shares
|
$35,735
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
358
shares
|
$35,438
0.01% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$34,646
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
346
shares
|
$34,250
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
340
shares
|
$33,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
334
shares
|
$33,062
0.01% of portfolio
|
Q4 2024
Reduced 68.64%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$32,171
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
318
shares
|
$31,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
315
shares
|
$31,181
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
315
shares
|
$31,181
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
311
shares
|
$30,785
0.02% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
305
shares
|
$30,191
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
300
shares
|
$29,697
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
294
shares
|
$29,103
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
280
shares
|
$27,717
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
265
shares
|
$26,232
0.02% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
263
shares
|
$26,034
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
254
shares
|
$25,143
0.02% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
251
shares
|
$24,846
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
250
shares
|
$24,747
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
247
shares
|
$24,450
0.01% of portfolio
|
Q3 2023
Reduced 32.7%
|