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 2,126 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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$22,243
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
220
shares
|
$21,749
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
219
shares
|
$21,650
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
213
shares
|
$21,057
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
204
shares
|
$20,167
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
201
shares
|
$19,870
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$19,772
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
200
shares
|
$19,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$19,772
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$19,673
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
195
shares
|
$19,277
0.0% of portfolio
|
Q2 2024
Reduced 95.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
194
shares
|
$19,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
190
shares
|
$18,783
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
177
shares
|
$17,498
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
175
shares
|
$17,300
0.0% of portfolio
|
Q3 2024
Reduced 36.82%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
167
shares
|
$16,509
0.0% of portfolio
|
Q4 2024
Reduced 95.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
158
shares
|
$15,619
0.01% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,323
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
153
shares
|
$15,125
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,730
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
144
shares
|
$14,235
0.0% of portfolio
|
Q4 2024
Reduced 73.43%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
142
shares
|
$14,038
0.0% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
141
shares
|
$13,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
136
shares
|
$13,444
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
135
shares
|
$13,346
0.0% of portfolio
|
Q3 2024
New holding
|