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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,612
shares
|
$743,692
0.11% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
7,557
shares
|
$738,318
0.03% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,530
shares
|
$735,681
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,505
shares
|
$733,238
0.15% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
7,464
shares
|
$729,232
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,445
shares
|
$727,376
0.2% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
7,445
shares
|
$727,376
0.11% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
7,439
shares
|
$726,790
0.12% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,364
shares
|
$719,462
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,286
shares
|
$711,842
0.1% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,213
shares
|
$704,710
0.01% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
7,159
shares
|
$699,434
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,136
shares
|
$697,187
0.17% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
7,121
shares
|
$695,721
0.27% of portfolio
|
Q4 2024
Added 190.06%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,101
shares
|
$693,767
0.29% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
7,091
shares
|
$692,790
0.16% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
7,067
shares
|
$690,445
0.68% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,044
shares
|
$688,198
0.11% of portfolio
|
Q2 2023
Added 3352.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,043
shares
|
$688,101
0.0% of portfolio
|
Q2 2022
Reduced 10.75%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
7,023
shares
|
$686,147
0.37% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
7,000
shares
|
$683,900
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,962
shares
|
$680,187
0.21% of portfolio
|
Q1 2023
Added 42.49%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
6,944
shares
|
$678,428
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
6,905
shares
|
$674,618
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
6,904
shares
|
$674,520
0.29% of portfolio
|
Q4 2024
Added 16.76%
|