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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,540
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,533
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 219.1%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
13,522
shares
|
$1.32 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
13,486
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,479
shares
|
$1.32 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,452
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
13,387
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 13, 2024 Q3 2024 |
13,325
shares
|
$1.3 Million
8.98% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
13,315
shares
|
$1.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
13,261
shares
|
$1.3 Million
0.16% of portfolio
|
Q4 2024
Added 57.98%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
13,238
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2024
Reduced 51.38%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
13,214
shares
|
$1.29 Million
0.38% of portfolio
|
Q3 2024
Added 426.24%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
13,166
shares
|
$1.29 Million
0.54% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
13,157
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
13,148
shares
|
$1.28 Million
1.27% of portfolio
|
Q4 2024
Added 46.28%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
13,145
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
Added 62.97%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
13,144
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
13,133
shares
|
$1.28 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,114
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
13,107
shares
|
$1.28 Million
0.4% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
13,103
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
13,050
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
13,047
shares
|
$1.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
13,004
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,999
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2024
Added 0.96%
|