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 |
|---|---|---|---|---|---|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,686
shares
|
$261,777
0.13% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,680
shares
|
$261,192
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,677
shares
|
$260,900
0.09% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,675
shares
|
$260,705
0.07% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,667
shares
|
$259,925
0.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
2,664
shares
|
$259,633
0.03% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
2,657
shares
|
$258,951
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,646
shares
|
$257,879
0.1% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
2,638
shares
|
$257,099
0.1% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,632
shares
|
$256,514
0.06% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
2,629
shares
|
$256,222
0.05% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
2,627
shares
|
$256,027
0.05% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,616
shares
|
$254,955
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
2,600
shares
|
$253,395
0.0% of portfolio
|
Q2 2024
Reduced 46.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,600
shares
|
$253,395
0.14% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,598
shares
|
$253,201
0.01% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,582
shares
|
$251,641
0.12% of portfolio
|
Q4 2024
Reduced 90.22%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,570
shares
|
$250,472
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
2,559
shares
|
$249,400
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
2,558
shares
|
$249,302
0.06% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,555
shares
|
$249,010
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,551
shares
|
$248,620
0.04% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
2,550
shares
|
$248,522
0.04% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$248,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,546
shares
|
$248,133
0.04% of portfolio
|
Q4 2024
Reduced 20.69%
|