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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
9,451
shares
|
$923,362
0.15% of portfolio
|
Q4 2024
Added 52.98%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,445
shares
|
$922,776
0.05% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
9,396
shares
|
$917,989
0.23% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
9,308
shares
|
$909,391
0.09% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
9,293
shares
|
$907,926
0.1% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,279
shares
|
$906,558
0.6% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
9,254
shares
|
$904,115
0.22% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,204
shares
|
$899,230
0.13% of portfolio
|
Q3 2024
Added 60.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,197
shares
|
$898,546
0.02% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
9,137
shares
|
$892,684
0.44% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,127
shares
|
$891,707
0.1% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,051
shares
|
$884,282
0.13% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,014
shares
|
$880,667
0.16% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,002
shares
|
$879,495
0.07% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,999
shares
|
$879,202
0.01% of portfolio
|
Q2 2024
Reduced 47.97%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
8,983
shares
|
$877,639
0.32% of portfolio
|
Q4 2024
Added 28.7%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
8,958
shares
|
$875,196
0.53% of portfolio
|
Q3 2024
Reduced 30.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,955
shares
|
$874,903
0.06% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,922
shares
|
$871,679
0.13% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,909
shares
|
$870,409
0.48% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,899
shares
|
$869,432
0.14% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
8,831
shares
|
$862,788
0.11% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
8,767
shares
|
$856,535
0.11% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
8,763
shares
|
$856,145
0.31% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
8,741
shares
|
$853,995
0.42% of portfolio
|
Q3 2024
Reduced 1.82%
|