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 2,116 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,674
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
87
shares
|
$8,575
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
81
shares
|
$7,984
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
79
shares
|
$7,787
0.0% of portfolio
|
Q1 2024
Added 88.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
70
shares
|
$6,899
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
69
shares
|
$6,801
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
65
shares
|
$6,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
63
shares
|
$6,209
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
60
shares
|
$5,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
60
shares
|
$5,914
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
59
shares
|
$5,815
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
59
shares
|
$5,815
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
54
shares
|
$5,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,928
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,829
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
48
shares
|
$4,731
0.0% of portfolio
|
Q4 2024
Reduced 69.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46
shares
|
$4,534
0.0% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
45
shares
|
$4,435
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
38
shares
|
$3,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
32
shares
|
$3,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,055
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
31
shares
|
$3,055
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$2,957
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
30
shares
|
$2,957
0.0% of portfolio
|
Q2 2024
Added 3.45%
|