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 1,975 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 |
|---|---|---|---|---|---|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
217,500
shares
|
$21 Million
6.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
217,218
shares
|
$21 Million
18.1% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
216,848
shares
|
$21 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
215,627
shares
|
$20.9 Million
0.92% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
214,968
shares
|
$20.8 Million
9.08% of portfolio
|
Q3 2024
Added 46.71%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
214,630
shares
|
$20.8 Million
2.39% of portfolio
|
Q3 2024
Added 41.5%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
212,328
shares
|
$20.5 Million
10.78% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
210,695
shares
|
$20.4 Million
1.73% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
209,308
shares
|
$20.2 Million
7.84% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
208,617
shares
|
$20.2 Million
3.31% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
207,833
shares
|
$20.1 Million
0.33% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
204,971
shares
|
$19.8 Million
3.59% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
204,560
shares
|
$19.8 Million
17.68% of portfolio
|
Q3 2024
Reduced 72.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
202,401
shares
|
$19.6 Million
0.26% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
200,418
shares
|
$19.4 Million
1.0% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
199,836
shares
|
$19.3 Million
1.56% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
199,415
shares
|
$19.3 Million
1.82% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
198,800
shares
|
$19.2 Million
5.27% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
198,799
shares
|
$19.2 Million
0.61% of portfolio
|
Q3 2024
Added 244.03%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
196,946
shares
|
$19 Million
0.03% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
196,531
shares
|
$19 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
195,726
shares
|
$18.9 Million
2.95% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
195,489
shares
|
$18.9 Million
2.16% of portfolio
|
Q3 2024
Added 60.24%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
194,472
shares
|
$18.8 Million
0.44% of portfolio
|
Q3 2024
Added 113.6%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
194,250
shares
|
$18.8 Million
0.09% of portfolio
|
Q4 2022
Added 257.35%
|