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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
28,334
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Added 47.59%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
28,140
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
28,124
shares
|
$2.75 Million
0.38% of portfolio
|
Q4 2024
Added 40.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
27,946
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
27,857
shares
|
$2.72 Million
0.89% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
27,820
shares
|
$2.72 Million
1.38% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
27,744
shares
|
$2.71 Million
0.78% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
27,545
shares
|
$2.69 Million
0.23% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
27,321
shares
|
$2.67 Million
0.57% of portfolio
|
Q4 2024
Added 76.13%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
27,305
shares
|
$2.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
27,255
shares
|
$2.66 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
27,241
shares
|
$2.66 Million
0.39% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
27,079
shares
|
$2.65 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
27,074
shares
|
$2.65 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
26,974
shares
|
$2.64 Million
1.41% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
26,932
shares
|
$2.63 Million
0.38% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
26,746
shares
|
$2.61 Million
1.83% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
26,713
shares
|
$2.61 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
26,671
shares
|
$2.61 Million
0.78% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
26,655
shares
|
$2.6 Million
0.67% of portfolio
|
Q3 2024
Reduced 65.85%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
26,644
shares
|
$2.6 Million
0.97% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
26,382
shares
|
$2.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
26,369
shares
|
$2.58 Million
1.64% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
26,293
shares
|
$2.57 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
26,218
shares
|
$2.56 Million
2.09% of portfolio
|
Q3 2024
Added 0.92%
|