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 |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
54,254
shares
|
$5.25 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
54,138
shares
|
$5.24 Million
0.74% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
53,680
shares
|
$5.19 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
53,633
shares
|
$5.19 Million
1.29% of portfolio
|
Q3 2024
Added 163.05%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
53,619
shares
|
$5.19 Million
4.48% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,322
shares
|
$5.16 Million
0.13% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
53,281
shares
|
$5.15 Million
0.38% of portfolio
|
Q3 2024
Added 68.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
53,275
shares
|
$5.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
52,859
shares
|
$5.11 Million
2.38% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
52,757
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.28%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
52,634
shares
|
$5.09 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
52,554
shares
|
$5.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
52,214
shares
|
$5.05 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
52,144
shares
|
$5.04 Million
0.6% of portfolio
|
Q3 2024
Added 34.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
52,075
shares
|
$5.04 Million
0.83% of portfolio
|
Q3 2024
Added 36.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,973
shares
|
$5.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
51,934
shares
|
$5.02 Million
0.38% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
51,900
shares
|
$5.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
51,726
shares
|
$5 Million
0.82% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
51,411
shares
|
$4.97 Million
3.54% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
51,151
shares
|
$4.95 Million
2.36% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
51,024
shares
|
$4.93 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
50,918
shares
|
$4.92 Million
1.81% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
50,821
shares
|
$4.91 Million
1.23% of portfolio
|
Q4 2023
Reduced 87.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,491
shares
|
$4.88 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.55%
|