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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
15,259
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
15,179
shares
|
$1.48 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
15,140
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 73.03%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
15,093
shares
|
$1.47 Million
0.24% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
15,039
shares
|
$1.47 Million
2.62% of portfolio
|
Q2 2022
Reduced 22.52%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
14,988
shares
|
$1.46 Million
0.28% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,958
shares
|
$1.46 Million
0.51% of portfolio
|
Q3 2024
Added 216.24%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
14,944
shares
|
$1.46 Million
0.39% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.45 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,741
shares
|
$1.44 Million
0.33% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
14,656
shares
|
$1.43 Million
0.47% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.43 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
14,587
shares
|
$1.43 Million
0.24% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,565
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
14,473
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13,925
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
13,902
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
13,833
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.35 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
13,791
shares
|
$1.35 Million
0.7% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
13,652
shares
|
$1.33 Million
0.27% of portfolio
|
Q3 2024
Added 99.68%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,600
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
13,598
shares
|
$1.33 Million
0.31% of portfolio
|
Q4 2024
Added 59.08%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2022
New holding
|