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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,229
shares
|
$217,104
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,228
shares
|
$217,007
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
2,224
shares
|
$216,617
0.09% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
2,221
shares
|
$216,325
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,217
shares
|
$215,935
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
2,213
shares
|
$215,546
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,200
shares
|
$214,280
0.01% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$214,280
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$214,280
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$214,280
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
2,196
shares
|
$213,890
0.03% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,196
shares
|
$213,890
0.02% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,196
shares
|
$213,890
0.0% of portfolio
|
Q3 2024
Reduced 28.24%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
2,183
shares
|
$212,624
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,179
shares
|
$212,234
0.15% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,179
shares
|
$212,234
0.05% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,175
shares
|
$211,845
0.07% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$211,845
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,172
shares
|
$211,552
0.08% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,134
shares
|
$207,851
0.08% of portfolio
|
Q3 2024
Added 4980.95%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,119
shares
|
$206,390
0.04% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
2,118
shares
|
$206,293
0.07% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
2,100
shares
|
$204,540
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$203,468
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
2,089
shares
|
$203,468
0.15% of portfolio
|
Q4 2024
New holding
|