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 2,126 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
273,078
shares
|
$27 Million
2.76% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
272,423
shares
|
$26.9 Million
2.45% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
271,896
shares
|
$26.8 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
271,488
shares
|
$26.8 Million
5.48% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
270,044
shares
|
$26.7 Million
5.88% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
267,972
shares
|
$26.5 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
267,241
shares
|
$26.4 Million
2.9% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
266,824
shares
|
$26.3 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
264,795
shares
|
$26.1 Million
6.05% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$26 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
262,841
shares
|
$26 Million
8.19% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
262,503
shares
|
$25.9 Million
12.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
262,471
shares
|
$25.9 Million
0.68% of portfolio
|
Q4 2024
Reduced 33.62%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
262,108
shares
|
$25.9 Million
2.26% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
259,917
shares
|
$25.7 Million
2.39% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
259,386
shares
|
$25.6 Million
0.4% of portfolio
|
Q4 2024
Added 94.47%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
249,629
shares
|
$24.6 Million
17.63% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
247,471
shares
|
$24.4 Million
11.84% of portfolio
|
Q4 2024
Added 65.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
247,246
shares
|
$24.4 Million
0.6% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
247,206
shares
|
$24.4 Million
9.33% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
247,097
shares
|
$24.4 Million
1.43% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
245,545
shares
|
$24.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
242,049
shares
|
$23.9 Million
15.45% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
241,271
shares
|
$23.8 Million
3.5% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
239,198
shares
|
$23.6 Million
2.64% of portfolio
|
Q4 2024
Added 0.17%
|