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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
25,987
shares
|
$2.51 Million
0.78% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
25,839
shares
|
$2.5 Million
0.79% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
25,819
shares
|
$2.5 Million
0.24% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
25,819
shares
|
$2.5 Million
2.33% of portfolio
|
Q4 2023
Reduced 35.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
25,722
shares
|
$2.49 Million
0.36% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
25,236
shares
|
$2.44 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
25,215
shares
|
$2.44 Million
0.07% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
25,194
shares
|
$2.44 Million
1.0% of portfolio
|
Q2 2022
Reduced 5.54%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
25,193
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
25,112
shares
|
$2.43 Million
0.79% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
25,088
shares
|
$2.43 Million
1.14% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,072
shares
|
$2.42 Million
0.38% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
25,072
shares
|
$2.42 Million
0.1% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
24,812
shares
|
$2.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
24,720
shares
|
$2.39 Million
2.26% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
24,691
shares
|
$2.39 Million
0.25% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
24,680
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2024
Added 292.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
24,458
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
24,439
shares
|
$2.36 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
24,397
shares
|
$2.36 Million
0.46% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
24,340
shares
|
$2.35 Million
0.58% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
24,275
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Added 44.33%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,255
shares
|
$2.35 Million
2.14% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
24,181
shares
|
$2.34 Million
0.21% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
24,172
shares
|
$2.34 Million
1.1% of portfolio
|
Q3 2024
Added 8.46%
|