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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,979
shares
|
$5.86 Million
0.15% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
59,934
shares
|
$5.86 Million
0.44% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
59,853
shares
|
$5.85 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
59,660
shares
|
$5.83 Million
5.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
59,341
shares
|
$5.8 Million
3.08% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
59,269
shares
|
$5.79 Million
4.53% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,982
shares
|
$5.76 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
58,959
shares
|
$5.76 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
57,933
shares
|
$5.66 Million
2.96% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
57,913
shares
|
$5.66 Million
3.42% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
57,660
shares
|
$5.63 Million
1.46% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
57,431
shares
|
$5.61 Million
3.99% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
56,851
shares
|
$5.55 Million
0.68% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
56,750
shares
|
$5.54 Million
0.15% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
56,718
shares
|
$5.54 Million
3.47% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
56,259
shares
|
$5.5 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
56,134
shares
|
$5.48 Million
1.32% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
56,050
shares
|
$5.48 Million
3.9% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
55,816
shares
|
$5.45 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
55,439
shares
|
$5.42 Million
1.41% of portfolio
|
Q4 2024
Added 335.84%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
55,352
shares
|
$5.41 Million
2.22% of portfolio
|
Q3 2024
Added 40.27%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
54,824
shares
|
$5.36 Million
4.09% of portfolio
|
Q3 2024
Added 31.43%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
54,489
shares
|
$5.32 Million
0.55% of portfolio
|
Q4 2024
Added 49.92%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
54,254
shares
|
$5.3 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
54,138
shares
|
$5.29 Million
0.74% of portfolio
|
Q4 2024
Added 28.41%
|