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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
31
shares
|
$3,068
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$2,969
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
30
shares
|
$2,969
0.0% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,870
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
29
shares
|
$2,870
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,672
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,672
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
27
shares
|
$2,672
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
25
shares
|
$2,474
0.0% of portfolio
|
Q4 2024
Reduced 91.07%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
25
shares
|
$2,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
23
shares
|
$2,276
0.0% of portfolio
|
Q2 2024
Reduced 86.78%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$1,979
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
20
shares
|
$1,979
0.0% of portfolio
|
Q2 2022
Reduced 96.26%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
18
shares
|
$1,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
17
shares
|
$1,682
0.0% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
15
shares
|
$1,484
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
14
shares
|
$1,385
0.0% of portfolio
|
Q1 2023
Reduced 98.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12
shares
|
$1,187
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
12
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Feb 14, 2025 Q4 2024 |
10
shares
|
$989
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|