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 |
|---|---|---|---|---|---|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,900
shares
|
$674,130
0.33% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
6,865
shares
|
$670,710
0.33% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
6,864
shares
|
$670,612
0.19% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
6,855
shares
|
$669,733
0.36% of portfolio
|
Q3 2024
Added 231.8%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
6,849
shares
|
$669,147
0.31% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
6,836
shares
|
$667,877
0.27% of portfolio
|
Q3 2024
Added 73.63%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
6,786
shares
|
$662,992
0.05% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$659,475
0.5% of portfolio
|
Q1 2024
Added 46.14%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,740
shares
|
$658,498
0.05% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,727
shares
|
$657,227
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,726
shares
|
$657,130
0.04% of portfolio
|
Q4 2024
Reduced 39.13%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
6,719
shares
|
$656,446
0.03% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
6,686
shares
|
$653,222
0.41% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
6,680
shares
|
$652,636
0.27% of portfolio
|
Q4 2024
Reduced 38.38%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,676
shares
|
$652,245
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,644
shares
|
$649,118
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,641
shares
|
$648,825
0.24% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,633
shares
|
$648,044
0.02% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,585
shares
|
$643,354
0.04% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
6,584
shares
|
$643,256
0.08% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
6,582
shares
|
$643,061
0.08% of portfolio
|
Q1 2023
Reduced 8.99%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
6,575
shares
|
$642,377
0.26% of portfolio
|
Q4 2024
Reduced 60.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,564
shares
|
$641,302
0.0% of portfolio
|
Q3 2024
Added 165.86%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
6,562
shares
|
$641,107
0.27% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
6,556
shares
|
$640,521
0.15% of portfolio
|
Q4 2024
Added 6.1%
|