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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
103,310
shares
|
$9.99 Million
3.22% of portfolio
|
Q4 2024
Reduced 41.15%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
102,978
shares
|
$9.96 Million
0.37% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
102,960
shares
|
$9.96 Million
2.39% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
102,855
shares
|
$9.95 Million
3.0% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
102,850
shares
|
$9.95 Million
4.39% of portfolio
|
Q2 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
102,736
shares
|
$9.94 Million
1.53% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
102,382
shares
|
$9.9 Million
1.07% of portfolio
|
Q3 2024
Added 125.7%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
102,000
shares
|
$9.86 Million
6.92% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
101,449
shares
|
$9.81 Million
2.8% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
101,116
shares
|
$9.78 Million
4.69% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
99,380
shares
|
$9.61 Million
4.75% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
99,264
shares
|
$9.6 Million
3.11% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
98,560
shares
|
$9.53 Million
4.85% of portfolio
|
Q2 2022
Reduced 70.63%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
97,481
shares
|
$9.43 Million
2.93% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
97,189
shares
|
$9.4 Million
6.02% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
97,066
shares
|
$9.39 Million
1.79% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
97,000
shares
|
$9.38 Million
6.26% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
96,905
shares
|
$9.37 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
96,752
shares
|
$9.36 Million
0.78% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
96,720
shares
|
$9.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
96,223
shares
|
$9.31 Million
0.15% of portfolio
|
Q3 2024
Added 1294.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
95,872
shares
|
$9.27 Million
0.12% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
95,568
shares
|
$9.24 Million
2.85% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
95,091
shares
|
$9.2 Million
0.02% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
94,831
shares
|
$9.17 Million
0.71% of portfolio
|
Q3 2024
Added 2.78%
|