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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
12,980
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
12,963
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,963
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
12,959
shares
|
$1.27 Million
0.63% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
12,940
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
12,860
shares
|
$1.26 Million
0.46% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,739
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Added 120.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,674
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
12,613
shares
|
$1.23 Million
0.37% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,595
shares
|
$1.23 Million
0.71% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,569
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
12,527
shares
|
$1.22 Million
0.61% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
12,505
shares
|
$1.22 Million
0.93% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
12,503
shares
|
$1.22 Million
0.63% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,499
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
12,494
shares
|
$1.22 Million
0.65% of portfolio
|
Q4 2024
Added 48.86%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,481
shares
|
$1.22 Million
0.98% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,459
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
12,389
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 74.14%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,379
shares
|
$1.21 Million
0.6% of portfolio
|
Q1 2024
Added 24.22%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
12,349
shares
|
$1.21 Million
0.32% of portfolio
|
Q4 2024
Added 14601.19%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
12,329
shares
|
$1.2 Million
0.24% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
12,268
shares
|
$1.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
12,260
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,169
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2023
Added 14.13%
|