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 2,004 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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$2,240
0.0% of portfolio
|
Q2 2024
Reduced 86.78%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$1,948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
20
shares
|
$1,948
0.0% of portfolio
|
Q2 2022
Reduced 96.26%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
17
shares
|
$1,655
0.0% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$1,655
0.16% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,363
0.0% of portfolio
|
Q1 2023
Reduced 98.25%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13
shares
|
$1,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12
shares
|
$1,168
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,168
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
12
shares
|
$1,168
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Nov 14, 2024 Q3 2024 |
10
shares
|
$974
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$876
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7
shares
|
$681
0.0% of portfolio
|
Q4 2023
Reduced 98.71%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$292
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q1 2023
Added 7100.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Deere & CO
Moline, IL |
Jan 29, 2025 Q4 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q4 2024
New holding
|