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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
20,161
shares
|
$1.96 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
|
$1.96 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
|
$1.95 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
|
$1.93 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
|
$1.93 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,787
shares
|
$1.93 Million
0.1% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
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
|
$1.91 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%
|
|
|
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%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
19,310
shares
|
$1.88 Million
0.51% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
19,245
shares
|
$1.88 Million
0.63% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,180
shares
|
$1.87 Million
0.09% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
19,168
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
19,143
shares
|
$1.87 Million
0.58% of portfolio
|
Q1 2023
Added 20.71%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,120
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
18,949
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
18,930
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
18,893
shares
|
$1.84 Million
0.33% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
18,880
shares
|
$1.84 Million
0.36% of portfolio
|
Q4 2024
Reduced 32.72%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
18,869
shares
|
$1.84 Million
1.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
18,832
shares
|
$1.84 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.05%
|