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 |
|---|---|---|---|---|---|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$16.8 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
169,126
shares
|
$16.7 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
168,180
shares
|
$16.6 Million
17.61% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
167,591
shares
|
$16.5 Million
12.84% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
167,562
shares
|
$16.5 Million
0.29% of portfolio
|
Q4 2024
Added 51.33%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
167,049
shares
|
$16.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
166,628
shares
|
$16.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
165,895
shares
|
$16.4 Million
4.73% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
165,253
shares
|
$16.3 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
164,212
shares
|
$16.2 Million
4.05% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
162,237
shares
|
$16 Million
1.78% of portfolio
|
Q4 2024
Added 77.65%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
161,421
shares
|
$15.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
160,978
shares
|
$15.9 Million
5.99% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
160,680
shares
|
$15.9 Million
0.19% of portfolio
|
Q4 2024
Added 47.07%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
160,499
shares
|
$15.8 Million
10.4% of portfolio
|
Q2 2022
Reduced 3.55%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
160,259
shares
|
$15.8 Million
5.87% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
159,877
shares
|
$15.8 Million
1.6% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
159,407
shares
|
$15.7 Million
1.63% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
159,114
shares
|
$15.7 Million
1.67% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
158,926
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
156,762
shares
|
$15.5 Million
6.8% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
156,560
shares
|
$15.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
156,464
shares
|
$15.4 Million
1.89% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
156,175
shares
|
$15.4 Million
0.48% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
155,352
shares
|
$15.3 Million
5.21% of portfolio
|
Q4 2024
Added 6.71%
|