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 |
|---|---|---|---|---|---|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,343
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
153
shares
|
$15,145
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,749
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
144
shares
|
$14,254
0.0% of portfolio
|
Q4 2024
Reduced 73.43%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
144
shares
|
$14,254
0.01% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
143
shares
|
$14,155
0.0% of portfolio
|
Q1 2025
Reduced 67.87%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
142
shares
|
$14,056
0.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
141
shares
|
$13,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
136
shares
|
$13,462
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
135
shares
|
$13,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
132
shares
|
$13,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$11,581
0.01% of portfolio
|
Q1 2024
Reduced 24.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
115
shares
|
$11,383
0.0% of portfolio
|
Q4 2024
Reduced 54.9%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
114
shares
|
$11,284
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
114
shares
|
$11,284
0.03% of portfolio
|
Q3 2024
Reduced 83.45%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
105
shares
|
$10,393
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
102
shares
|
$10,096
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
101
shares
|
$9,997
0.0% of portfolio
|
Q1 2025
Reduced 97.77%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
100
shares
|
$9,899
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
100
shares
|
$9,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
98
shares
|
$9,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
93
shares
|
$9,206
0.0% of portfolio
|
Q3 2024
Reduced 63.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,711
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
87
shares
|
$8,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
82
shares
|
$8,117
0.0% of portfolio
|
Q1 2025
Reduced 42.25%
|