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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,377
shares
|
$231,519
0.15% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
2,370
shares
|
$230,838
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$230,156
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$230,058
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,359
shares
|
$229,766
0.14% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,350
shares
|
$228,890
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$228,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
2,339
shares
|
$227,818
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
2,336
shares
|
$227,526
0.12% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,322
shares
|
$226,162
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
2,319
shares
|
$225,870
0.12% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$225,578
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,303
shares
|
$224,312
0.06% of portfolio
|
Q3 2024
Reduced 24.34%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
2,289
shares
|
$222,948
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
2,285
shares
|
$222,559
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,285
shares
|
$222,559
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
2,282
shares
|
$222,266
0.15% of portfolio
|
Q4 2024
Reduced 95.31%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,274
shares
|
$221,487
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
2,273
shares
|
$221,390
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,270
shares
|
$221,098
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,262
shares
|
$220,318
0.03% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
2,256
shares
|
$219,734
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$218,857
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,247
shares
|
$218,857
0.02% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$218,857
0.05% of portfolio
|
Q3 2024
New holding
|