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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
235
shares
|
$23,262
0.01% of portfolio
|
Q3 2023
Added 109.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
230
shares
|
$22,767
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
226
shares
|
$22,371
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$22,272
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
220
shares
|
$21,777
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
219
shares
|
$21,678
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
213
shares
|
$21,084
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
209
shares
|
$20,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
204
shares
|
$20,193
0.0% of portfolio
|
Q1 2025
Reduced 95.37%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
204
shares
|
$20,193
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
203
shares
|
$20,094
0.0% of portfolio
|
Q1 2025
Added 76.52%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$19,798
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
200
shares
|
$19,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$19,798
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$19,699
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
195
shares
|
$19,303
0.0% of portfolio
|
Q2 2024
Reduced 95.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
194
shares
|
$19,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
190
shares
|
$18,808
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
189
shares
|
$18,709
0.01% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
186
shares
|
$18,412
0.0% of portfolio
|
Q1 2025
Reduced 60.34%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
182
shares
|
$18,016
0.01% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
177
shares
|
$17,521
0.0% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
175
shares
|
$17,323
0.0% of portfolio
|
Q3 2024
Reduced 36.82%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
159
shares
|
$15,739
0.01% of portfolio
|
Q1 2025
Reduced 85.56%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
158
shares
|
$15,640
0.01% of portfolio
|
Q1 2024
Reduced 15.96%
|