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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,232
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
11,205
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,144
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,143
shares
|
$1.09 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
11,097
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
11,083
shares
|
$1.08 Million
0.77% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
11,072
shares
|
$1.08 Million
0.51% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11,045
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,035
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
10,974
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,902
shares
|
$1.07 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
10,899
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
10,879
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 34.86%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,730
shares
|
$1.05 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
10,635
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
10,605
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
10,603
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
10,335
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
10,331
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
10,296
shares
|
$1.01 Million
0.56% of portfolio
|
Q1 2023
Reduced 10.1%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
10,290
shares
|
$1.01 Million
0.58% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,236
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
10,211
shares
|
$997,614
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,094
shares
|
$986,183
0.04% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
10,088
shares
|
$985,597
0.1% of portfolio
|
Q3 2024
Reduced 15.29%
|