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 |
|---|---|---|---|---|---|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
31,264
shares
|
$3.05 Million
0.87% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
31,101
shares
|
$3.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 60.83%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
31,090
shares
|
$3.04 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
31,064
shares
|
$3.03 Million
1.92% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
31,028
shares
|
$3.03 Million
0.55% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
30,929
shares
|
$3.02 Million
0.1% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
30,901
shares
|
$3.02 Million
0.32% of portfolio
|
Q4 2024
Added 43.02%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
30,530
shares
|
$2.98 Million
6.75% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
30,351
shares
|
$2.97 Million
1.84% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
30,173
shares
|
$2.95 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
30,107
shares
|
$2.94 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
30,056
shares
|
$2.94 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
29,970
shares
|
$2.93 Million
0.2% of portfolio
|
Q3 2024
Added 192.68%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
29,965
shares
|
$2.93 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
29,959
shares
|
$2.93 Million
2.41% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
29,731
shares
|
$2.9 Million
0.34% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
29,728
shares
|
$2.9 Million
0.53% of portfolio
|
Q1 2024
Reduced 31.48%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
29,672
shares
|
$2.9 Million
1.17% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
29,603
shares
|
$2.89 Million
1.29% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
29,595
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
29,538
shares
|
$2.89 Million
0.6% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
29,517
shares
|
$2.88 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
29,282
shares
|
$2.86 Million
0.12% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
28,436
shares
|
$2.78 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
28,367
shares
|
$2.77 Million
1.33% of portfolio
|
Q4 2024
Added 6.24%
|