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 2,009 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 $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
4,891
shares
|
$477,850
0.15% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,886
shares
|
$477,362
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
4,884
shares
|
$477,166
0.38% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
4,851
shares
|
$473,942
0.02% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,840
shares
|
$472,868
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
4,820
shares
|
$470,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,811
shares
|
$470,034
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,790
shares
|
$467,983
0.09% of portfolio
|
Q4 2024
Reduced 48.42%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,763
shares
|
$465,345
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,761
shares
|
$465,149
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4,707
shares
|
$459,873
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
4,699
shares
|
$459,092
0.01% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
4,672
shares
|
$456,454
0.15% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,650
shares
|
$454,305
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,646
shares
|
$453,914
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,634
shares
|
$452,741
0.12% of portfolio
|
Q4 2024
Added 37.75%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,623
shares
|
$451,667
0.06% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
4,622
shares
|
$451,569
0.02% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
4,621
shares
|
$451,471
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,614
shares
|
$450,787
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$450,006
0.15% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
4,575
shares
|
$446,977
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,544
shares
|
$443,948
0.03% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
4,542
shares
|
$443,753
0.05% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,506
shares
|
$440,236
0.03% of portfolio
|
Q3 2024
Reduced 2.04%
|