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 |
|---|---|---|---|---|---|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,677
shares
|
$264,300
0.1% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,675
shares
|
$264,102
0.07% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,667
shares
|
$263,312
0.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
2,661
shares
|
$262,720
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,646
shares
|
$261,239
0.1% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
2,643
shares
|
$260,943
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
2,638
shares
|
$260,449
0.1% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,632
shares
|
$259,857
0.06% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
2,630
shares
|
$259,659
0.06% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
2,629
shares
|
$259,561
0.05% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,628
shares
|
$259,462
0.11% of portfolio
|
Q4 2024
Added 53.86%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
2,627
shares
|
$259,363
0.05% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
2,600
shares
|
$256,698
0.0% of portfolio
|
Q2 2024
Reduced 46.94%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,598
shares
|
$256,500
0.01% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,595
shares
|
$256,204
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
2,588
shares
|
$255,513
0.03% of portfolio
|
Q4 2024
Reduced 33.64%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,582
shares
|
$254,920
0.12% of portfolio
|
Q4 2024
Reduced 90.22%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,570
shares
|
$253,736
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
2,564
shares
|
$253,143
0.2% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
2,559
shares
|
$252,650
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
2,558
shares
|
$252,551
0.06% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,555
shares
|
$252,255
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,551
shares
|
$251,860
0.04% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,550
shares
|
$251,761
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,546
shares
|
$251,366
0.04% of portfolio
|
Q4 2024
Reduced 20.69%
|