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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
358,649
shares
|
$35.4 Million
5.75% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
351,574
shares
|
$34.7 Million
15.12% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
350,499
shares
|
$34.5 Million
2.07% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$34.5 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
345,716
shares
|
$34.1 Million
0.83% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
344,400
shares
|
$33.9 Million
13.7% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
344,207
shares
|
$33.9 Million
2.89% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
339,119
shares
|
$33.4 Million
1.87% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
337,198
shares
|
$33.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
335,232
shares
|
$33 Million
1.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
332,569
shares
|
$32.8 Million
4.71% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
331,822
shares
|
$32.7 Million
2.38% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$32.6 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
330,018
shares
|
$32.5 Million
18.17% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
329,260
shares
|
$32.5 Million
0.7% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
325,521
shares
|
$32.1 Million
0.25% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,417
shares
|
$31.7 Million
2.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
318,010
shares
|
$31.3 Million
1.96% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$31.2 Million
6.47% of portfolio
|
Q4 2022
Added 143.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
316,728
shares
|
$31.2 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
314,328
shares
|
$31 Million
5.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
313,812
shares
|
$30.9 Million
3.8% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
313,233
shares
|
$30.9 Million
0.87% of portfolio
|
Q1 2025
Added 43.24%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
312,686
shares
|
$30.8 Million
5.76% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
312,313
shares
|
$30.8 Million
0.08% of portfolio
|
Q1 2025
Added 740.68%
|