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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
225,061
shares
|
$22.2 Million
2.21% of portfolio
|
Q2 2023
Added 6.51%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
223,862
shares
|
$22.1 Million
7.23% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
222,281
shares
|
$21.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
221,535
shares
|
$21.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
219,264
shares
|
$21.6 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
219,114
shares
|
$21.6 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
218,741
shares
|
$21.6 Million
0.43% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
218,669
shares
|
$21.6 Million
6.05% of portfolio
|
Q1 2025
Reduced 35.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
218,011
shares
|
$21.5 Million
1.69% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
217,103
shares
|
$21.4 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
215,692
shares
|
$21.3 Million
11.24% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
214,528
shares
|
$21.1 Million
1.86% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
214,337
shares
|
$21.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
214,314
shares
|
$21.1 Million
1.68% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
212,262
shares
|
$20.9 Million
3.68% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
211,536
shares
|
$20.9 Million
2.88% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
211,140
shares
|
$20.8 Million
0.9% of portfolio
|
Q1 2025
Added 199.22%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
208,072
shares
|
$20.5 Million
0.26% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
207,975
shares
|
$20.5 Million
7.03% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
207,619
shares
|
$20.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
207,265
shares
|
$20.4 Million
2.28% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
204,498
shares
|
$20.2 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
203,427
shares
|
$20.1 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
201,886
shares
|
$19.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
199,855
shares
|
$19.7 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.61%
|