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 |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
39,328
shares
|
$3.84 Million
3.29% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
39,007
shares
|
$3.81 Million
1.8% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
38,663
shares
|
$3.78 Million
2.65% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.75 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
38,261
shares
|
$3.74 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
37,793
shares
|
$3.69 Million
1.62% of portfolio
|
Q4 2024
Reduced 17.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
37,377
shares
|
$3.65 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
37,355
shares
|
$3.65 Million
0.91% of portfolio
|
Q2 2024
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
37,110
shares
|
$3.63 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
37,042
shares
|
$3.62 Million
0.12% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
36,958
shares
|
$3.61 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,925
shares
|
$3.61 Million
0.1% of portfolio
|
Q4 2023
Added 1102.77%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
36,916
shares
|
$3.61 Million
0.48% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
36,775
shares
|
$3.59 Million
2.01% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
36,730
shares
|
$3.59 Million
0.06% of portfolio
|
Q4 2024
Added 116.95%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
36,593
shares
|
$3.58 Million
3.46% of portfolio
|
Q2 2023
Added 1.98%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
36,372
shares
|
$3.55 Million
0.07% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
36,063
shares
|
$3.52 Million
0.35% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
35,758
shares
|
$3.49 Million
1.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
35,607
shares
|
$3.48 Million
0.75% of portfolio
|
Q4 2022
Added 32.59%
|
|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
35,400
shares
|
$3.46 Million
0.31% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
35,398
shares
|
$3.46 Million
0.47% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
35,373
shares
|
$3.46 Million
2.71% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
35,264
shares
|
$3.45 Million
0.14% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
34,878
shares
|
$3.41 Million
1.95% of portfolio
|
Q4 2024
Reduced 3.8%
|