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 2,004 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
108,760
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
108,564
shares
|
$10.6 Million
0.4% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
107,991
shares
|
$10.5 Million
1.1% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
107,625
shares
|
$10.5 Million
7.86% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
107,159
shares
|
$10.4 Million
5.56% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
106,964
shares
|
$10.4 Million
2.5% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
106,900
shares
|
$10.4 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
106,527
shares
|
$10.4 Million
3.81% of portfolio
|
Q3 2023
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
106,403
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
106,222
shares
|
$10.3 Million
2.63% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
106,213
shares
|
$10.3 Million
0.69% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
106,200
shares
|
$10.3 Million
5.56% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
105,866
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
105,828
shares
|
$10.3 Million
2.25% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
104,986
shares
|
$10.2 Million
1.7% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
104,918
shares
|
$10.2 Million
4.65% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104,888
shares
|
$10.2 Million
0.43% of portfolio
|
Q2 2020
Added 29.84%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
104,268
shares
|
$10.2 Million
0.04% of portfolio
|
Q4 2024
Added 3104.3%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
104,167
shares
|
$10.1 Million
0.69% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
103,895
shares
|
$10.1 Million
1.26% of portfolio
|
Q3 2022
Added 35.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
103,310
shares
|
$10.1 Million
3.22% of portfolio
|
Q4 2024
Reduced 41.15%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
102,960
shares
|
$10 Million
2.39% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
102,850
shares
|
$10 Million
4.39% of portfolio
|
Q2 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
102,736
shares
|
$10 Million
1.53% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
102,382
shares
|
$9.97 Million
1.07% of portfolio
|
Q3 2024
Added 125.7%
|