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 1,988 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gp Brinson Investments LLC
|
Jan 07, 2025 Q4 2024 |
280,650
shares
|
$27.2 Million
11.24% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
278,688
shares
|
$27 Million
1.38% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
278,460
shares
|
$27 Million
0.29% of portfolio
|
Q3 2024
Added 59.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$26.9 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
277,435
shares
|
$26.9 Million
7.83% of portfolio
|
Q3 2024
Added 66.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
276,977
shares
|
$26.9 Million
1.09% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
276,787
shares
|
$26.9 Million
1.53% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
276,082
shares
|
$26.8 Million
0.2% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
273,798
shares
|
$26.6 Million
18.98% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
273,495
shares
|
$26.5 Million
8.78% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
273,174
shares
|
$26.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
271,488
shares
|
$26.3 Million
5.48% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
267,021
shares
|
$25.9 Million
3.59% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
266,824
shares
|
$25.9 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
266,482
shares
|
$25.9 Million
5.29% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
264,795
shares
|
$25.7 Million
6.05% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$25.5 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
263,145
shares
|
$25.5 Million
2.9% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
262,938
shares
|
$25.5 Million
0.66% of portfolio
|
Q3 2024
Reduced 61.41%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
262,841
shares
|
$25.5 Million
8.19% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
262,108
shares
|
$25.4 Million
2.26% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
259,917
shares
|
$25.2 Million
2.39% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
255,363
shares
|
$24.8 Million
0.74% of portfolio
|
Q3 2024
Added 165.99%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
252,539
shares
|
$24.5 Million
2.26% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
250,706
shares
|
$24.3 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.09%
|