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 2,037 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
86,252
shares
|
$8.41 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
85,862
shares
|
$8.37 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%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
85,175
shares
|
$8.3 Million
3.48% of portfolio
|
Q1 2023
Added 11.72%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
84,962
shares
|
$8.28 Million
8.91% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
83,919
shares
|
$8.18 Million
0.45% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
83,645
shares
|
$8.15 Million
0.9% of portfolio
|
Q4 2024
Added 301.06%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
83,356
shares
|
$8.12 Million
0.75% of portfolio
|
Q3 2024
Reduced 28.99%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
83,148
shares
|
$8.1 Million
0.17% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
82,943
shares
|
$8.08 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
82,882
shares
|
$8.08 Million
5.9% of portfolio
|
Q3 2024
Added 90.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
82,440
shares
|
$8.03 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
82,437
shares
|
$8.03 Million
0.38% of portfolio
|
Q4 2024
Reduced 26.91%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
81,964
shares
|
$7.99 Million
3.78% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
81,821
shares
|
$7.97 Million
0.1% of portfolio
|
Q3 2024
Added 61.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
81,722
shares
|
$7.96 Million
0.14% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Jan 27, 2025 Q4 2024 |
81,620
shares
|
$7.95 Million
16.91% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
81,581
shares
|
$7.95 Million
4.31% of portfolio
|
Q4 2024
Reduced 48.11%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
81,178
shares
|
$7.91 Million
0.37% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
80,072
shares
|
$7.8 Million
0.52% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
79,886
shares
|
$7.79 Million
0.42% of portfolio
|
Q4 2024
Added 2059.08%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
79,872
shares
|
$7.78 Million
0.32% of portfolio
|
Q4 2024
Added 529.81%
|