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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
81
shares
|
$8,018
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
79
shares
|
$7,820
0.0% of portfolio
|
Q1 2024
Added 88.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,721
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
70
shares
|
$6,929
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
69
shares
|
$6,830
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
65
shares
|
$6,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
63
shares
|
$6,236
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
60
shares
|
$5,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
59
shares
|
$5,840
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
59
shares
|
$5,840
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,949
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
50
shares
|
$4,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,850
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
48
shares
|
$4,751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
48
shares
|
$4,751
0.0% of portfolio
|
Q4 2024
Reduced 69.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46
shares
|
$4,553
0.0% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
45
shares
|
$4,454
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
45
shares
|
$4,454
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
38
shares
|
$3,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
38
shares
|
$3,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
36
shares
|
$3,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
32
shares
|
$3,167
0.0% of portfolio
|
Q1 2025
Added 966.67%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
32
shares
|
$3,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
32
shares
|
$3,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,068
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|