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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
161,365
shares
|
$15.9 Million
2.63% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
161,265
shares
|
$15.9 Million
10.21% of portfolio
|
Q1 2025
Added 764.14%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
161,256
shares
|
$15.9 Million
5.74% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
160,499
shares
|
$15.8 Million
10.4% of portfolio
|
Q2 2022
Reduced 3.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
159,780
shares
|
$15.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
158,926
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
158,877
shares
|
$15.7 Million
0.31% of portfolio
|
Q1 2025
Added 905.93%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
158,250
shares
|
$15.6 Million
1.17% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
158,113
shares
|
$15.6 Million
5.71% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
157,463
shares
|
$15.5 Million
1.65% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
156,464
shares
|
$15.4 Million
1.89% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
154,892
shares
|
$15.3 Million
1.31% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
154,452
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
153,840
shares
|
$15.2 Million
0.2% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
153,682
shares
|
$15.1 Million
14.38% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
153,620
shares
|
$15.1 Million
3.81% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
153,183
shares
|
$15.1 Million
6.27% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
151,708
shares
|
$15 Million
5.46% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
151,570
shares
|
$14.9 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
151,569
shares
|
$14.9 Million
2.12% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
151,521
shares
|
$14.9 Million
6.92% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
150,944
shares
|
$14.9 Million
4.02% of portfolio
|
Q2 2025
Added 22.48%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
150,824
shares
|
$14.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150,531
shares
|
$14.8 Million
3.95% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
150,060
shares
|
$14.8 Million
5.42% of portfolio
|
Q2 2025
Added 0.79%
|