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 |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
170,843
shares
|
$16.5 Million
0.7% of portfolio
|
Q3 2024
Added 60.83%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
170,535
shares
|
$16.5 Million
5.59% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
170,440
shares
|
$16.5 Million
0.97% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
170,388
shares
|
$16.5 Million
6.77% of portfolio
|
Q3 2024
New holding
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$16.5 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
169,436
shares
|
$16.4 Million
3.55% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
168,682
shares
|
$16.3 Million
0.05% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
168,182
shares
|
$16.3 Million
1.26% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
168,007
shares
|
$16.2 Million
0.45% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
167,861
shares
|
$16.2 Million
2.29% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
167,684
shares
|
$16.2 Million
6.77% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
167,156
shares
|
$16.2 Million
0.6% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
165,680
shares
|
$16 Million
6.91% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Oct 21, 2024 Q3 2024 |
165,605
shares
|
$16 Million
18.13% of portfolio
|
Q3 2024
Added 275.35%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
165,585
shares
|
$16 Million
2.01% of portfolio
|
Q3 2024
Added 183.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
165,310
shares
|
$16 Million
2.31% of portfolio
|
Q3 2024
Added 4535.73%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
164,902
shares
|
$15.9 Million
1.64% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
164,629
shares
|
$15.9 Million
17.41% of portfolio
|
Q4 2022
Added 2.81%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
164,212
shares
|
$15.9 Million
4.05% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
163,509
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 40.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
162,860
shares
|
$15.8 Million
0.67% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
162,237
shares
|
$15.7 Million
1.78% of portfolio
|
Q4 2024
Added 77.65%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
161,564
shares
|
$15.6 Million
2.96% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
161,434
shares
|
$15.6 Million
0.24% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
160,499
shares
|
$15.5 Million
10.4% of portfolio
|
Q2 2022
Reduced 3.55%
|