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 |
|---|---|---|---|---|---|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
20,694
shares
|
$2.02 Million
0.36% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
20,693
shares
|
$2.02 Million
0.73% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
20,644
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
20,601
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
20,545
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,517
shares
|
$2 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
20,398
shares
|
$1.99 Million
1.59% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
20,318
shares
|
$1.99 Million
0.52% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
20,290
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 32.61%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
20,219
shares
|
$1.98 Million
0.78% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
20,174
shares
|
$1.97 Million
0.89% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
20,161
shares
|
$1.97 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
20,159
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
20,094
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
20,021
shares
|
$1.96 Million
0.54% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,882
shares
|
$1.94 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
19,827
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,812
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
19,765
shares
|
$1.93 Million
0.1% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
19,756
shares
|
$1.93 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
19,644
shares
|
$1.92 Million
0.64% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
19,578
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
19,571
shares
|
$1.91 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
19,389
shares
|
$1.89 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
19,344
shares
|
$1.89 Million
0.32% of portfolio
|
Q4 2024
Added 31.16%
|