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 1,988 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 $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
137,989
shares
|
$13.4 Million
6.01% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
137,370
shares
|
$13.3 Million
3.99% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
136,242
shares
|
$13.2 Million
4.45% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
135,547
shares
|
$13.1 Million
1.76% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
134,326
shares
|
$13 Million
0.17% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
133,863
shares
|
$13 Million
7.95% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
133,823
shares
|
$13 Million
3.76% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
133,379
shares
|
$12.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$12.9 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
132,214
shares
|
$12.8 Million
4.1% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
132,040
shares
|
$12.8 Million
0.43% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
131,976
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
131,944
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
131,350
shares
|
$12.7 Million
1.09% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
131,324
shares
|
$12.7 Million
0.66% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
131,216
shares
|
$12.7 Million
3.32% of portfolio
|
Q2 2021
Added 10.45%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
131,005
shares
|
$12.7 Million
0.37% of portfolio
|
Q4 2024
Added 38.84%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
129,558
shares
|
$12.6 Million
4.9% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,273
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
128,972
shares
|
$12.5 Million
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.4 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
126,827
shares
|
$12.3 Million
10.02% of portfolio
|
Q4 2024
Added 76.37%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
126,589
shares
|
$12.3 Million
1.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
126,141
shares
|
$12.2 Million
1.69% of portfolio
|
Q3 2024
Added 1.74%
|