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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,088
shares
|
$203,371
0.09% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
2,080
shares
|
$202,592
0.0% of portfolio
|
Q2 2024
Reduced 82.01%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$199,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$194,800
0.06% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$194,800
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
1,982
shares
|
$193,046
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,981
shares
|
$192,949
0.13% of portfolio
|
Q3 2024
Added 91.4%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,941
shares
|
$189,053
0.15% of portfolio
|
Q2 2022
Reduced 51.33%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,897
shares
|
$184,767
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,896
shares
|
$184,670
0.08% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
1,884
shares
|
$183,501
0.01% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,863
shares
|
$181,456
0.07% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,797
shares
|
$175,027
0.08% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,784
shares
|
$173,761
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,763
shares
|
$171,716
0.04% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,742
shares
|
$169,670
0.1% of portfolio
|
Q4 2023
Reduced 39.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,708
shares
|
$166,359
0.08% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,671
shares
|
$162,755
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$161,684
0.03% of portfolio
|
Q4 2022
Reduced 20.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$157,398
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,574
shares
|
$153,307
0.04% of portfolio
|
Q3 2024
Added 68.52%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$150,775
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,530
shares
|
$149,022
0.05% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$147,853
0.02% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$146,197
0.13% of portfolio
|
Q2 2024
Reduced 5.95%
|