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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,590
shares
|
$4.45 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
45,300
shares
|
$4.43 Million
2.45% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
45,113
shares
|
$4.41 Million
1.43% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,992
shares
|
$4.4 Million
1.85% of portfolio
|
Q3 2023
Reduced 26.25%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
44,892
shares
|
$4.39 Million
0.18% of portfolio
|
Q3 2024
Added 51.62%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
44,887
shares
|
$4.39 Million
0.36% of portfolio
|
Q3 2022
Reduced 15.72%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
44,865
shares
|
$4.38 Million
1.44% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
44,633
shares
|
$4.36 Million
2.65% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
44,298
shares
|
$4.33 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
44,113
shares
|
$4.31 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
43,790
shares
|
$4.28 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
43,669
shares
|
$4.27 Million
0.4% of portfolio
|
Q4 2024
Added 202.5%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,659
shares
|
$4.27 Million
1.1% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
43,651
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
43,540
shares
|
$4.25 Million
2.23% of portfolio
|
Q4 2022
Added 20.18%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
43,422
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Added 53507.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
43,415
shares
|
$4.24 Million
0.82% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
43,303
shares
|
$4.23 Million
0.43% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
43,144
shares
|
$4.22 Million
0.4% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
43,070
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2023
Reduced 22.93%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
42,849
shares
|
$4.19 Million
0.39% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
42,680
shares
|
$4.17 Million
0.31% of portfolio
|
Q4 2024
Added 0.14%
|