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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.17 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
42,550
shares
|
$4.16 Million
0.06% of portfolio
|
Q4 2024
Added 8082.69%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.13 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
42,297
shares
|
$4.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
42,084
shares
|
$4.11 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
41,861
shares
|
$4.09 Million
0.52% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
41,776
shares
|
$4.08 Million
2.71% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
41,738
shares
|
$4.08 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
41,631
shares
|
$4.07 Million
0.39% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
41,595
shares
|
$4.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 28.71%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
41,582
shares
|
$4.06 Million
1.13% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
41,400
shares
|
$4.04 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
41,268
shares
|
$4.03 Million
0.78% of portfolio
|
Q4 2024
Added 136.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
41,249
shares
|
$4.03 Million
0.23% of portfolio
|
Q4 2024
Added 117.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
41,120
shares
|
$4.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
41,062
shares
|
$4.01 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
40,848
shares
|
$3.99 Million
0.5% of portfolio
|
Q3 2023
Reduced 19.48%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
40,680
shares
|
$3.97 Million
1.74% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
40,252
shares
|
$3.93 Million
3.14% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
39,952
shares
|
$3.9 Million
1.82% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
39,742
shares
|
$3.88 Million
0.91% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
39,591
shares
|
$3.87 Million
2.13% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
39,575
shares
|
$3.87 Million
0.33% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
39,510
shares
|
$3.86 Million
0.74% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
39,443
shares
|
$3.85 Million
1.99% of portfolio
|
Q4 2024
Added 15.37%
|