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 |
|---|---|---|---|---|---|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
53,638
shares
|
$5.24 Million
4.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,322
shares
|
$5.21 Million
0.13% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
52,859
shares
|
$5.16 Million
2.38% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
52,757
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.28%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
52,634
shares
|
$5.14 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
52,554
shares
|
$5.13 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
52,469
shares
|
$5.13 Million
0.85% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
52,368
shares
|
$5.12 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
52,214
shares
|
$5.1 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
52,075
shares
|
$5.09 Million
0.83% of portfolio
|
Q3 2024
Added 36.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,973
shares
|
$5.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
51,934
shares
|
$5.07 Million
0.38% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
51,726
shares
|
$5.05 Million
0.82% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
51,411
shares
|
$5.02 Million
3.54% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
51,151
shares
|
$5 Million
2.36% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
51,024
shares
|
$4.99 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
50,821
shares
|
$4.97 Million
1.23% of portfolio
|
Q4 2023
Reduced 87.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,491
shares
|
$4.93 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.55%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
50,417
shares
|
$4.93 Million
0.29% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
50,315
shares
|
$4.92 Million
0.3% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
50,190
shares
|
$4.9 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
50,159
shares
|
$4.9 Million
0.27% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
49,845
shares
|
$4.87 Million
0.49% of portfolio
|
Q3 2024
Added 478.85%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
49,719
shares
|
$4.86 Million
3.61% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
49,646
shares
|
$4.85 Million
0.36% of portfolio
|
Q3 2024
Reduced 17.21%
|