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 |
|---|---|---|---|---|---|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
8,687
shares
|
$848,719
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
8,683
shares
|
$848,329
0.45% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
8,669
shares
|
$846,961
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,667
shares
|
$846,765
0.02% of portfolio
|
Q3 2024
Reduced 36.08%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
8,665
shares
|
$846,570
0.63% of portfolio
|
Q1 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,660
shares
|
$846,082
0.03% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,614
shares
|
$841,587
0.07% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
8,553
shares
|
$835,628
0.13% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
8,537
shares
|
$834,064
0.07% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,520
shares
|
$832,404
0.11% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
8,514
shares
|
$831,817
0.19% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$830,938
0.28% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
8,500
shares
|
$830,450
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
8,497
shares
|
$830,156
0.01% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,407
shares
|
$821,363
0.69% of portfolio
|
Q4 2022
Added 37.77%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
8,389
shares
|
$819,605
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
8,372
shares
|
$817,944
0.3% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
8,359
shares
|
$816,674
0.4% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
8,327
shares
|
$813,547
0.19% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,300
shares
|
$810,910
0.23% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,253
shares
|
$806,318
0.47% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,246
shares
|
$805,634
0.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
8,236
shares
|
$804,657
0.53% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,223
shares
|
$803,387
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
8,180
shares
|
$799,186
0.03% of portfolio
|
Q4 2024
Reduced 3.75%
|