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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,574
shares
|
$153,402
0.04% of portfolio
|
Q3 2024
Added 68.52%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$150,868
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,530
shares
|
$149,113
0.05% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$147,944
0.02% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$146,287
0.13% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,493
shares
|
$145,507
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,473
shares
|
$143,558
0.07% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,463
shares
|
$142,583
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,432
shares
|
$139,562
0.04% of portfolio
|
Q3 2024
Added 98.34%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,424
shares
|
$138,783
0.07% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,416
shares
|
$138,003
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$136,444
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,370
shares
|
$133,520
0.01% of portfolio
|
Q4 2024
Added 71.25%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$133,227
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,349
shares
|
$131,473
0.04% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,339
shares
|
$130,498
0.03% of portfolio
|
Q4 2024
Added 1163.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,320
shares
|
$128,647
0.04% of portfolio
|
Q4 2024
Reduced 36.26%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,319
shares
|
$128,549
0.01% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
1,303
shares
|
$126,990
0.08% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,300
shares
|
$126,697
0.04% of portfolio
|
Q3 2023
Reduced 65.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,290
shares
|
$125,723
0.04% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$122,799
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,243
shares
|
$121,142
0.05% of portfolio
|
Q2 2024
Added 31.81%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,241
shares
|
$120,947
0.01% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,219
shares
|
$118,803
0.04% of portfolio
|
Q4 2024
Reduced 20.01%
|