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 |
|---|---|---|---|---|---|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
3,544
shares
|
$345,185
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
3,539
shares
|
$344,698
0.1% of portfolio
|
Q3 2024
Reduced 96.23%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,526
shares
|
$343,432
0.13% of portfolio
|
Q4 2024
Reduced 66.58%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,503
shares
|
$341,192
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,458
shares
|
$336,809
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,457
shares
|
$336,711
0.16% of portfolio
|
Q3 2024
Reduced 65.17%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,443
shares
|
$335,348
0.11% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
3,433
shares
|
$334,374
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,421
shares
|
$333,205
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,416
shares
|
$332,718
0.23% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,394
shares
|
$330,575
0.14% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$330,380
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
3,392
shares
|
$330,380
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,378
shares
|
$329,017
0.04% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,371
shares
|
$328,335
0.04% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,366
shares
|
$327,848
0.04% of portfolio
|
Q4 2024
Added 47.37%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,360
shares
|
$327,264
0.12% of portfolio
|
Q1 2024
Reduced 12.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
3,343
shares
|
$325,608
0.3% of portfolio
|
Q1 2023
Added 22.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
3,341
shares
|
$325,413
0.06% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
3,340
shares
|
$325,316
0.16% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
3,331
shares
|
$324,439
0.08% of portfolio
|
Q4 2024
Reduced 44.87%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,328
shares
|
$324,147
0.02% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
3,327
shares
|
$324,049
0.06% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
3,315
shares
|
$322,881
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$320,933
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|