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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
839
shares
|
$81,718
0.01% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$81,621
0.0% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
836
shares
|
$81,426
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
810
shares
|
$78,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
783
shares
|
$76,264
0.01% of portfolio
|
Q2 2024
Added 18.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
774
shares
|
$75,387
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$74,413
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
750
shares
|
$73,050
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
712
shares
|
$69,348
0.01% of portfolio
|
Q4 2024
Added 39.33%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
699
shares
|
$68,082
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
699
shares
|
$68,082
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
663
shares
|
$64,576
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
629
shares
|
$61,264
0.04% of portfolio
|
Q1 2024
Added 591.21%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
627
shares
|
$61,069
0.05% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
615
shares
|
$59,901
0.05% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
605
shares
|
$58,927
0.0% of portfolio
|
Q2 2024
Added 101.67%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
576
shares
|
$56,102
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
572
shares
|
$55,712
0.01% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
567
shares
|
$55,225
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
566
shares
|
$55,128
0.02% of portfolio
|
Q4 2024
Added 1786.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
564
shares
|
$54,933
0.01% of portfolio
|
Q2 2024
Added 2868.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
561
shares
|
$54,641
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
542
shares
|
$52,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
540
shares
|
$52,596
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
536
shares
|
$52,206
0.03% of portfolio
|
Q4 2024
New holding
|