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 2,122 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 $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
124,729
shares
|
$12.3 Million
3.74% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
122,446
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
122,436
shares
|
$12 Million
11.51% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
122,431
shares
|
$12 Million
0.45% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
122,104
shares
|
$12 Million
1.13% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
120,049
shares
|
$11.8 Million
4.55% of portfolio
|
Q4 2024
Added 4980.36%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
118,915
shares
|
$11.7 Million
1.0% of portfolio
|
Q4 2024
Added 25.61%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
117,829
shares
|
$11.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
117,466
shares
|
$11.5 Million
6.88% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
117,138
shares
|
$11.5 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
117,100
shares
|
$11.5 Million
1.18% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
116,781
shares
|
$11.5 Million
2.47% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
116,529
shares
|
$11.5 Million
0.89% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
116,352
shares
|
$11.4 Million
0.4% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
116,038
shares
|
$11.4 Million
6.29% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
115,891
shares
|
$11.4 Million
0.71% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
115,701
shares
|
$11.4 Million
1.68% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
115,466
shares
|
$11.3 Million
0.14% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
114,679
shares
|
$11.3 Million
2.43% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
114,578
shares
|
$11.3 Million
1.35% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
114,205
shares
|
$11.2 Million
0.84% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
114,115
shares
|
$11.2 Million
4.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
113,982
shares
|
$11.2 Million
5.66% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
113,705
shares
|
$11.2 Million
9.72% of portfolio
|
Q4 2024
Added 7.62%
|