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 2,037 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,485
shares
|
$437,108
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,469
shares
|
$435,548
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
4,463
shares
|
$434,963
0.11% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,456
shares
|
$434,281
0.16% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,452
shares
|
$433,891
0.06% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
4,440
shares
|
$432,722
0.09% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,434
shares
|
$432,137
0.03% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,415
shares
|
$430,285
0.11% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,414
shares
|
$430,188
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,408
shares
|
$429,603
0.04% of portfolio
|
Q2 2024
Reduced 18.01%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,401
shares
|
$428,921
0.08% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,401
shares
|
$428,921
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,362
shares
|
$425,120
0.11% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
4,356
shares
|
$424,535
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4,350
shares
|
$423,951
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
4,336
shares
|
$422,586
0.02% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
4,317
shares
|
$420,734
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,312
shares
|
$420,247
0.06% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
4,312
shares
|
$420,247
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,280
shares
|
$417,128
0.06% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,248
shares
|
$414,010
0.01% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,233
shares
|
$412,548
0.19% of portfolio
|
Q4 2023
Added 12.55%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,223
shares
|
$411,573
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$408,259
0.11% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
4,161
shares
|
$405,531
0.09% of portfolio
|
Q4 2024
Reduced 1.16%
|