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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,910
shares
|
$2.33 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
23,714
shares
|
$2.31 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,613
shares
|
$2.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 51.99%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
23,557
shares
|
$2.3 Million
0.87% of portfolio
|
Q3 2024
Added 754.44%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$2.29 Million
19.67% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
23,477
shares
|
$2.29 Million
0.34% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
23,419
shares
|
$2.28 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
23,364
shares
|
$2.28 Million
0.14% of portfolio
|
Q4 2024
Added 763.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
23,182
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
23,120
shares
|
$2.25 Million
1.16% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
23,109
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2024
Added 57.64%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,027
shares
|
$2.24 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
22,987
shares
|
$2.24 Million
0.32% of portfolio
|
Q4 2024
Added 119.24%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
22,906
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
22,770
shares
|
$2.22 Million
0.18% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
22,730
shares
|
$2.22 Million
0.09% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
22,711
shares
|
$2.21 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
22,577
shares
|
$2.2 Million
0.2% of portfolio
|
Q4 2024
Added 91.74%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
22,367
shares
|
$2.18 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
22,358
shares
|
$2.18 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,353
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
22,104
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
22,013
shares
|
$2.15 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
21,955
shares
|
$2.14 Million
0.59% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
21,948
shares
|
$2.14 Million
0.27% of portfolio
|
Q4 2024
Added 38.19%
|