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 2,046 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
25,194
shares
|
$2.46 Million
0.08% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
25,188
shares
|
$2.45 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
25,135
shares
|
$2.45 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
|
$2.44 Million
0.38% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
24,963
shares
|
$2.43 Million
0.55% of portfolio
|
Q4 2024
Reduced 23.83%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
24,962
shares
|
$2.43 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
24,759
shares
|
$2.41 Million
0.08% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
24,720
shares
|
$2.41 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
|
$2.38 Million
0.09% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
24,439
shares
|
$2.38 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
24,340
shares
|
$2.37 Million
0.58% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
24,336
shares
|
$2.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
24,275
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2024
Added 44.33%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,274
shares
|
$2.37 Million
1.57% of portfolio
|
Q4 2024
Reduced 76.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,255
shares
|
$2.36 Million
2.14% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
24,200
shares
|
$2.36 Million
0.76% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
24,171
shares
|
$2.36 Million
2.32% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
24,154
shares
|
$2.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
24,097
shares
|
$2.35 Million
0.54% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
24,011
shares
|
$2.34 Million
1.05% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,943
shares
|
$2.33 Million
1.12% of portfolio
|
Q4 2024
Added 9.66%
|