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 2,009 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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
91,692
shares
|
$8.93 Million
0.13% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
91,590
shares
|
$8.92 Million
0.56% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
91,584
shares
|
$8.92 Million
4.99% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
91,244
shares
|
$8.89 Million
2.4% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
90,741
shares
|
$8.84 Million
13.73% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
90,199
shares
|
$8.79 Million
0.26% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
90,179
shares
|
$8.78 Million
1.8% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
89,873
shares
|
$8.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
89,816
shares
|
$8.75 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
89,760
shares
|
$8.74 Million
1.76% of portfolio
|
Q4 2024
Added 694.83%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
89,477
shares
|
$8.72 Million
11.16% of portfolio
|
Q2 2022
Reduced 14.24%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
89,140
shares
|
$8.68 Million
4.48% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
88,822
shares
|
$8.65 Million
8.9% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
88,764
shares
|
$8.65 Million
5.97% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
88,685
shares
|
$8.64 Million
6.45% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
88,323
shares
|
$8.6 Million
1.74% of portfolio
|
Q3 2024
Added 332.19%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
87,375
shares
|
$8.51 Million
0.91% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
87,105
shares
|
$8.48 Million
1.32% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
86,791
shares
|
$8.45 Million
0.44% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
86,252
shares
|
$8.4 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
85,862
shares
|
$8.36 Million
0.97% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
85,725
shares
|
$8.35 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
85,605
shares
|
$8.34 Million
3.88% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
85,494
shares
|
$8.33 Million
0.74% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
85,273
shares
|
$8.31 Million
0.52% of portfolio
|
Q4 2024
Added 10.4%
|