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 $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
6,919
shares
|
$663,393
0.31% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
6,917
shares
|
$663,201
0.27% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
6,900
shares
|
$661,572
0.33% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
6,868
shares
|
$658,503
0.05% of portfolio
|
Q3 2024
Added 44.16%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
6,855
shares
|
$657,257
0.36% of portfolio
|
Q3 2024
Added 231.8%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
6,849
shares
|
$656,682
0.31% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
6,836
shares
|
$655,435
0.27% of portfolio
|
Q3 2024
Added 73.63%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
6,834
shares
|
$655,243
0.18% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
6,812
shares
|
$653,134
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
6,786
shares
|
$650,641
0.05% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
6,770
shares
|
$649,107
0.45% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$647,190
0.5% of portfolio
|
Q1 2024
Added 46.14%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,727
shares
|
$644,984
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,726
shares
|
$644,888
0.04% of portfolio
|
Q4 2024
Reduced 39.13%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
6,680
shares
|
$640,478
0.27% of portfolio
|
Q4 2024
Reduced 38.38%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,657
shares
|
$638,273
0.05% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,641
shares
|
$636,739
0.24% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,633
shares
|
$635,972
0.02% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,585
shares
|
$631,369
0.04% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
6,584
shares
|
$631,273
0.08% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
6,582
shares
|
$631,082
0.08% of portfolio
|
Q1 2023
Reduced 8.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
6,574
shares
|
$630,315
0.42% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,564
shares
|
$629,356
0.0% of portfolio
|
Q3 2024
Added 165.86%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,548
shares
|
$627,822
0.08% of portfolio
|
Q4 2023
Added 15.18%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
6,515
shares
|
$624,658
0.52% of portfolio
|
Q2 2024
Reduced 3.12%
|