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 |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$284,602
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,895
shares
|
$281,973
0.04% of portfolio
|
Q2 2024
Reduced 30.46%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
2,892
shares
|
$281,680
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
2,889
shares
|
$281,388
0.16% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,880
shares
|
$280,512
0.03% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
2,855
shares
|
$278,077
0.21% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
2,838
shares
|
$276,421
0.05% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
2,835
shares
|
$276,129
0.02% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
2,821
shares
|
$274,765
0.1% of portfolio
|
Q3 2024
Reduced 97.5%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,816
shares
|
$274,278
0.12% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,808
shares
|
$273,499
0.07% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,805
shares
|
$273,207
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
2,792
shares
|
$271,940
0.07% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,792
shares
|
$271,940
0.08% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,791
shares
|
$271,843
0.05% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
2,791
shares
|
$271,843
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,789
shares
|
$271,648
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,770
shares
|
$269,798
0.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,759
shares
|
$268,726
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,718
shares
|
$264,733
0.1% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,714
shares
|
$264,343
0.03% of portfolio
|
Q4 2024
Added 27.9%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$263,954
0.01% of portfolio
|
Q4 2023
Added 7.97%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,706
shares
|
$263,564
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
2,706
shares
|
$263,564
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,700
shares
|
$262,980
0.02% of portfolio
|
Q4 2024
Reduced 5.59%
|