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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,332
shares
|
$1.6 Million
0.46% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
16,273
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
16,244
shares
|
$1.59 Million
1.32% of portfolio
|
Q4 2024
Added 29.96%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,160
shares
|
$1.58 Million
0.61% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
16,146
shares
|
$1.58 Million
0.93% of portfolio
|
Q4 2024
Added 512.98%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
16,054
shares
|
$1.57 Million
0.28% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
16,036
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 50.33%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
15,968
shares
|
$1.56 Million
0.35% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
15,957
shares
|
$1.56 Million
0.1% of portfolio
|
Q1 2024
Reduced 79.74%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
15,921
shares
|
$1.56 Million
0.59% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Dow Chemical CO
Midland, MI |
Nov 08, 2024 Q3 2024 |
15,912
shares
|
$1.55 Million
0.49% of portfolio
|
Q1 2022
Reduced 89.34%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
15,883
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,821
shares
|
$1.55 Million
0.65% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
15,795
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,794
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Reduced 91.88%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
15,681
shares
|
$1.53 Million
0.4% of portfolio
|
Q3 2024
Added 233.85%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,673
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
15,616
shares
|
$1.53 Million
0.5% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
15,570
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
15,511
shares
|
$1.52 Million
1.49% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
15,498
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
15,419
shares
|
$1.51 Million
0.38% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
15,402
shares
|
$1.5 Million
0.9% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
15,303
shares
|
$1.5 Million
0.8% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
15,299
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.93%
|