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 |
|---|---|---|---|---|---|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
106,698
shares
|
$10.5 Million
0.11% of portfolio
|
Q4 2024
Added 382.71%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
106,688
shares
|
$10.5 Million
4.63% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
106,527
shares
|
$10.5 Million
3.81% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
106,222
shares
|
$10.4 Million
2.63% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
106,222
shares
|
$10.4 Million
8.69% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
106,200
shares
|
$10.4 Million
5.56% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
105,465
shares
|
$10.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
105,103
shares
|
$10.3 Million
6.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
104,986
shares
|
$10.3 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
|
$10.3 Million
4.65% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104,888
shares
|
$10.3 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%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
103,895
shares
|
$10.2 Million
1.26% of portfolio
|
Q3 2022
Added 35.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
103,310
shares
|
$10.2 Million
3.22% of portfolio
|
Q4 2024
Reduced 41.15%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
103,304
shares
|
$10.2 Million
9.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
102,960
shares
|
$10.1 Million
2.39% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
102,397
shares
|
$10.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
101,989
shares
|
$10 Million
2.59% of portfolio
|
Q4 2024
Added 33.38%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
101,524
shares
|
$9.98 Million
5.22% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
101,453
shares
|
$9.97 Million
7.46% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
101,009
shares
|
$9.93 Million
2.91% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
100,099
shares
|
$9.84 Million
2.81% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
99,870
shares
|
$9.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
99,729
shares
|
$9.8 Million
6.14% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
99,607
shares
|
$9.79 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.82%
|