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 2,140 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,634
shares
|
$457,514
0.12% of portfolio
|
Q4 2024
Added 37.75%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,623
shares
|
$456,428
0.06% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
4,621
shares
|
$456,231
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
4,620
shares
|
$456,132
0.33% of portfolio
|
Q4 2024
Added 29.48%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,614
shares
|
$455,540
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$454,750
0.15% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
4,542
shares
|
$448,431
0.05% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,494
shares
|
$443,692
0.07% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
4,486
shares
|
$442,902
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
4,481
shares
|
$442,409
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
4,463
shares
|
$440,631
0.11% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,452
shares
|
$439,545
0.06% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
4,415
shares
|
$435,892
0.1% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,401
shares
|
$434,510
0.08% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,386
shares
|
$433,029
0.09% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,368
shares
|
$431,252
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,365
shares
|
$430,956
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,362
shares
|
$430,660
0.11% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4,350
shares
|
$429,475
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
4,327
shares
|
$427,204
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
4,322
shares
|
$426,711
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,312
shares
|
$425,723
0.06% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
4,312
shares
|
$425,723
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
4,280
shares
|
$422,564
0.06% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
4,246
shares
|
$419,207
0.06% of portfolio
|
Q1 2025
Added 2.17%
|