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 |
|---|---|---|---|---|---|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,164
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,146
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 47.81%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
12,100
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Added 202.5%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,058
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,910
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
11,890
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,885
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,869
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
11,827
shares
|
$1.16 Million
0.29% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
11,808
shares
|
$1.15 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,775
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
11,677
shares
|
$1.14 Million
0.84% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,607
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,587
shares
|
$1.13 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,563
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,545
shares
|
$1.13 Million
0.28% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
11,513
shares
|
$1.12 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,468
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 74.91%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
11,336
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
11,333
shares
|
$1.11 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
11,330
shares
|
$1.11 Million
0.56% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,322
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 24.35%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
11,312
shares
|
$1.11 Million
0.24% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,308
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
11,305
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2024
Added 24.5%
|