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 |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
3,755
shares
|
$365,737
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
3,732
shares
|
$363,496
0.05% of portfolio
|
Q4 2024
Added 42.44%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
3,720
shares
|
$362,328
0.12% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
3,716
shares
|
$361,938
0.1% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
3,716
shares
|
$361,938
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$360,380
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
3,687
shares
|
$359,113
0.22% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,673
shares
|
$357,750
0.06% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,672
shares
|
$357,652
0.14% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
3,668
shares
|
$357,263
0.18% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,666
shares
|
$357,068
0.0% of portfolio
|
Q2 2024
Reduced 24.22%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$356,094
0.48% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,650
shares
|
$355,510
0.01% of portfolio
|
Q4 2024
Added 270.18%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
3,645
shares
|
$355,023
0.53% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
3,630
shares
|
$353,562
0.18% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
3,629
shares
|
$353,464
0.22% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
3,629
shares
|
$353,464
0.24% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,623
shares
|
$352,880
0.18% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
3,619
shares
|
$352,490
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,605
shares
|
$351,127
0.25% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$348,692
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
3,574
shares
|
$348,107
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,568
shares
|
$347,523
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,566
shares
|
$347,328
0.39% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,550
shares
|
$345,770
0.01% of portfolio
|
Q4 2023
Reduced 28.9%
|