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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
26,139
shares
|
$2.55 Million
0.24% of portfolio
|
Q4 2024
Reduced 40.56%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
26,090
shares
|
$2.55 Million
0.8% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
25,841
shares
|
$2.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
25,819
shares
|
$2.52 Million
0.24% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
25,819
shares
|
$2.52 Million
2.33% of portfolio
|
Q4 2023
Reduced 35.86%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
25,358
shares
|
$2.48 Million
2.26% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
25,330
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
25,292
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
25,236
shares
|
$2.47 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
25,217
shares
|
$2.46 Million
0.45% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
25,215
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
25,194
shares
|
$2.46 Million
1.0% of portfolio
|
Q2 2022
Reduced 5.54%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
25,193
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
25,135
shares
|
$2.46 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
25,089
shares
|
$2.45 Million
1.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
25,088
shares
|
$2.45 Million
1.14% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,072
shares
|
$2.45 Million
0.38% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
24,962
shares
|
$2.44 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
24,759
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
24,720
shares
|
$2.42 Million
2.26% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
24,691
shares
|
$2.41 Million
0.25% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
24,680
shares
|
$2.41 Million
0.21% of portfolio
|
Q3 2024
Added 292.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
24,458
shares
|
$2.39 Million
0.09% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
24,439
shares
|
$2.39 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
24,340
shares
|
$2.38 Million
0.58% of portfolio
|
Q3 2024
Added 15.08%
|