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 2,013 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 $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
17,665
shares
|
$1.73 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
17,616
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
17,410
shares
|
$1.7 Million
1.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
17,408
shares
|
$1.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 22.05%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
17,225
shares
|
$1.68 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
17,168
shares
|
$1.68 Million
0.92% of portfolio
|
Q4 2023
Added 23.22%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
17,023
shares
|
$1.66 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
17,013
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,003
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
16,853
shares
|
$1.65 Million
0.94% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
16,823
shares
|
$1.64 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,773
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
16,766
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 388.66%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
16,751
shares
|
$1.64 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
16,735
shares
|
$1.64 Million
0.34% of portfolio
|
Q3 2024
Added 45.04%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
16,722
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
16,717
shares
|
$1.63 Million
0.62% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
16,693
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,667
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.58%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,659
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
16,646
shares
|
$1.63 Million
0.75% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,645
shares
|
$1.63 Million
0.12% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
16,547
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
16,478
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
16,384
shares
|
$1.6 Million
0.66% of portfolio
|
Q3 2024
New holding
|