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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
72,496
shares
|
$7.08 Million
0.64% of portfolio
|
Q3 2024
Added 67.04%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
72,000
shares
|
$7.03 Million
0.27% of portfolio
|
Q4 2020
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
71,111
shares
|
$6.95 Million
0.99% of portfolio
|
Q4 2024
Added 126.02%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
71,042
shares
|
$6.94 Million
0.49% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
71,000
shares
|
$6.94 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
70,539
shares
|
$6.89 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
70,163
shares
|
$6.85 Million
5.5% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
69,237
shares
|
$6.76 Million
5.79% of portfolio
|
Q3 2024
Added 133.19%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
69,090
shares
|
$6.75 Million
3.78% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
69,014
shares
|
$6.74 Million
2.34% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
68,935
shares
|
$6.73 Million
0.14% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
68,711
shares
|
$6.71 Million
3.32% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
68,469
shares
|
$6.69 Million
2.32% of portfolio
|
Q4 2024
Added 34.47%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
68,202
shares
|
$6.66 Million
2.36% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
67,480
shares
|
$6.59 Million
6.62% of portfolio
|
Q4 2024
Added 306.46%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
67,461
shares
|
$6.59 Million
0.64% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
67,241
shares
|
$6.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
67,177
shares
|
$6.56 Million
1.6% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
67,116
shares
|
$6.56 Million
4.63% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
67,113
shares
|
$6.56 Million
2.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
66,923
shares
|
$6.54 Million
1.12% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
66,540
shares
|
$6.5 Million
0.82% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
66,335
shares
|
$6.48 Million
1.85% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
66,263
shares
|
$6.47 Million
0.27% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
65,919
shares
|
$6.44 Million
3.88% of portfolio
|
Q4 2024
Added 46.54%
|