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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
564
shares
|
$54,967
0.01% of portfolio
|
Q2 2024
Added 2868.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$54,675
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
540
shares
|
$52,628
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
536
shares
|
$52,238
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$49,899
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
470
shares
|
$45,806
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
469
shares
|
$45,708
0.01% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
462
shares
|
$45,026
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
455
shares
|
$44,344
0.01% of portfolio
|
Q4 2024
Added 71.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
445
shares
|
$43,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
431
shares
|
$42,005
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
423
shares
|
$41,225
0.02% of portfolio
|
Q1 2024
Reduced 63.47%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
414
shares
|
$40,348
0.02% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
375
shares
|
$36,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
361
shares
|
$35,183
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
358
shares
|
$34,890
0.01% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
351
shares
|
$34,208
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$34,111
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
346
shares
|
$33,721
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
340
shares
|
$33,136
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
334
shares
|
$32,551
0.01% of portfolio
|
Q4 2024
Reduced 68.64%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$31,674
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
315
shares
|
$30,699
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
315
shares
|
$30,699
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
314
shares
|
$30,602
0.0% of portfolio
|
Q4 2024
Reduced 39.26%
|