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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
30
shares
|
$2,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,858
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
29
shares
|
$2,858
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,661
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,661
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
27
shares
|
$2,661
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
25
shares
|
$2,464
0.0% of portfolio
|
Q4 2024
Reduced 91.07%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
25
shares
|
$2,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
23
shares
|
$2,267
0.0% of portfolio
|
Q2 2024
Reduced 86.78%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$1,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
20
shares
|
$1,971
0.0% of portfolio
|
Q2 2022
Reduced 96.26%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
18
shares
|
$1,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
17
shares
|
$1,675
0.0% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$1,675
0.16% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
15
shares
|
$1,478
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
14
shares
|
$1,379
0.0% of portfolio
|
Q1 2023
Reduced 98.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12
shares
|
$1,182
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
12
shares
|
$1,182
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Feb 14, 2025 Q4 2024 |
10
shares
|
$985
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$887
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7
shares
|
$689
0.0% of portfolio
|
Q4 2023
Reduced 98.71%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
5
shares
|
$492
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
5
shares
|
$492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$295
0.0% of portfolio
|
Q1 2024
Added 50.0%
|