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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,292
shares
|
$320,640
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$320,348
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
3,286
shares
|
$320,056
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$319,861
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
3,268
shares
|
$318,303
0.15% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,263
shares
|
$317,816
0.03% of portfolio
|
Q4 2024
Reduced 36.07%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,252
shares
|
$316,744
0.05% of portfolio
|
Q4 2024
Added 165.25%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
3,250
shares
|
$316,550
0.04% of portfolio
|
Q2 2024
Reduced 22.06%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,249
shares
|
$316,452
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,226
shares
|
$314,212
0.72% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
3,226
shares
|
$314,212
0.23% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,207
shares
|
$312,361
0.01% of portfolio
|
Q1 2023
Reduced 34.11%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,189
shares
|
$310,608
0.06% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
3,188
shares
|
$310,511
0.1% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
3,182
shares
|
$309,926
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,173
shares
|
$309,050
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,170
shares
|
$308,758
0.05% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
3,160
shares
|
$307,784
0.21% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,153
shares
|
$307,102
0.02% of portfolio
|
Q3 2024
Reduced 74.45%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,149
shares
|
$306,712
0.02% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
3,143
shares
|
$306,128
0.21% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
3,138
shares
|
$305,641
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
3,136
shares
|
$305,446
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,126
shares
|
$304,472
0.05% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
3,122
shares
|
$304,082
0.1% of portfolio
|
Q3 2024
New holding
|