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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
49,608
shares
|
$4.85 Million
2.03% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
49,406
shares
|
$4.83 Million
0.04% of portfolio
|
Q4 2024
Added 52.56%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
49,204
shares
|
$4.81 Million
3.71% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
48,902
shares
|
$4.78 Million
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,830
shares
|
$4.77 Million
0.41% of portfolio
|
Q4 2023
Added 21.88%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
48,675
shares
|
$4.76 Million
0.42% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
48,455
shares
|
$4.73 Million
1.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
48,170
shares
|
$4.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
47,992
shares
|
$4.69 Million
1.98% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
47,795
shares
|
$4.67 Million
0.58% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
47,517
shares
|
$4.64 Million
0.83% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,397
shares
|
$4.63 Million
2.05% of portfolio
|
Q1 2024
Added 39.93%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
47,306
shares
|
$4.62 Million
1.48% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
47,222
shares
|
$4.61 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
47,068
shares
|
$4.6 Million
5.29% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
46,622
shares
|
$4.55 Million
4.39% of portfolio
|
Q4 2022
Reduced 13.8%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
46,350
shares
|
$4.53 Million
1.15% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
46,327
shares
|
$4.53 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
46,033
shares
|
$4.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
45,951
shares
|
$4.49 Million
0.24% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
45,850
shares
|
$4.48 Million
0.4% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
45,842
shares
|
$4.48 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
45,826
shares
|
$4.48 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
45,771
shares
|
$4.47 Million
3.28% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
45,658
shares
|
$4.46 Million
0.28% of portfolio
|
Q4 2024
Added 20.96%
|