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 2,173 institutions that hold shares in the stock, with a total of 1.27 Billion shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
399,164
shares
|
$39.3 Million
7.84% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
397,767
shares
|
$39.2 Million
3.09% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
396,742
shares
|
$39.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
395,718
shares
|
$39 Million
21.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
395,057
shares
|
$38.9 Million
5.32% of portfolio
|
Q1 2025
Added 37.62%
|
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
383,767
shares
|
$37.8 Million
14.25% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
381,723
shares
|
$37.6 Million
8.19% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$37.5 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
379,765
shares
|
$37.4 Million
3.73% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
379,283
shares
|
$37.4 Million
10.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
378,114
shares
|
$37.3 Million
4.4% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
377,680
shares
|
$37.2 Million
1.31% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
377,678
shares
|
$37.2 Million
11.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
377,482
shares
|
$37.2 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
375,543
shares
|
$37 Million
0.09% of portfolio
|
Q1 2025
Added 29.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
371,116
shares
|
$36.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
369,925
shares
|
$36.5 Million
1.49% of portfolio
|
Q4 2024
Added 469.12%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
369,352
shares
|
$36.4 Million
12.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
368,715
shares
|
$36.3 Million
6.83% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
366,560
shares
|
$36.1 Million
2.45% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$36 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
365,143
shares
|
$36 Million
5.43% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
363,386
shares
|
$35.8 Million
1.28% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
363,229
shares
|
$35.8 Million
1.5% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
358,901
shares
|
$35.4 Million
0.63% of portfolio
|
Q2 2025
Added 14.31%
|