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 |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
10,088
shares
|
$985,597
0.1% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
10,068
shares
|
$983,643
0.27% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,026
shares
|
$979,540
0.19% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$977,000
0.05% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
9,984
shares
|
$975,436
0.03% of portfolio
|
Q4 2024
Added 237.98%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
9,953
shares
|
$972,408
0.71% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
9,947
shares
|
$971,821
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
9,912
shares
|
$968,402
0.18% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
9,900
shares
|
$967,230
0.65% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
9,819
shares
|
$959,316
0.3% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,788
shares
|
$956,287
0.32% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,742
shares
|
$951,793
0.26% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
9,735
shares
|
$951,109
0.72% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
9,724
shares
|
$950,034
0.64% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
9,683
shares
|
$946,029
0.31% of portfolio
|
Q4 2024
Added 273.28%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
9,676
shares
|
$945,345
0.26% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,666
shares
|
$944,368
0.64% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,665
shares
|
$944,270
0.01% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9,659
shares
|
$943,684
0.1% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
9,623
shares
|
$940,167
0.3% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
9,586
shares
|
$936,552
0.18% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,577
shares
|
$935,672
0.38% of portfolio
|
Q2 2022
Added 3.88%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
9,553
shares
|
$933,328
0.08% of portfolio
|
Q3 2024
Added 46.0%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,498
shares
|
$927,954
0.17% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
9,472
shares
|
$925,414
0.15% of portfolio
|
Q4 2024
Added 3.5%
|