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 2,171 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
245,076
shares
|
$24.2 Million
0.44% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
243,979
shares
|
$24 Million
0.52% of portfolio
|
Q1 2025
Added 121.66%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
242,619
shares
|
$23.9 Million
1.87% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
241,866
shares
|
$23.8 Million
4.03% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
240,056
shares
|
$23.7 Million
6.33% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
238,850
shares
|
$23.5 Million
1.37% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
238,714
shares
|
$23.5 Million
14.52% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
238,708
shares
|
$23.5 Million
3.77% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
238,300
shares
|
$23.5 Million
2.13% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
238,018
shares
|
$23.5 Million
15.3% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
237,051
shares
|
$23.4 Million
0.29% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.3 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
235,753
shares
|
$23.2 Million
0.78% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
234,999
shares
|
$23.2 Million
4.72% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
234,147
shares
|
$23.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 71.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
233,919
shares
|
$23.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
233,907
shares
|
$23.1 Million
0.43% of portfolio
|
Q1 2025
Added 39.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
233,818
shares
|
$23 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
232,512
shares
|
$22.9 Million
0.2% of portfolio
|
Q1 2025
Added 622.06%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
231,361
shares
|
$22.8 Million
25.08% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
231,128
shares
|
$22.8 Million
2.35% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
230,007
shares
|
$22.7 Million
0.47% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$22.6 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
228,331
shares
|
$22.5 Million
0.99% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
225,936
shares
|
$22.3 Million
1.82% of portfolio
|
Q1 2025
Reduced 31.64%
|