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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
864
shares
|
$84,205
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
847
shares
|
$82,548
0.01% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
842
shares
|
$82,061
0.03% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
840
shares
|
$81,866
0.01% of portfolio
|
Q4 2024
Added 467.57%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
839
shares
|
$81,768
0.01% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$81,671
0.0% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
836
shares
|
$81,476
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
810
shares
|
$78,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
783
shares
|
$76,311
0.01% of portfolio
|
Q2 2024
Added 18.1%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$74,459
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
750
shares
|
$73,095
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
712
shares
|
$69,391
0.01% of portfolio
|
Q4 2024
Added 39.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
705
shares
|
$68,709
0.03% of portfolio
|
Q4 2024
Added 138.18%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
699
shares
|
$68,124
0.01% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
699
shares
|
$68,124
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
663
shares
|
$64,615
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
655
shares
|
$63,836
0.01% of portfolio
|
Q4 2024
Added 53.4%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
629
shares
|
$61,302
0.04% of portfolio
|
Q1 2024
Added 591.21%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
627
shares
|
$61,107
0.05% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
615
shares
|
$59,937
0.05% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
605
shares
|
$58,963
0.0% of portfolio
|
Q2 2024
Added 101.67%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
576
shares
|
$56,136
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
572
shares
|
$55,747
0.01% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
567
shares
|
$55,259
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
566
shares
|
$55,162
0.02% of portfolio
|
Q4 2024
Added 1786.67%
|