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 |
|---|---|---|---|---|---|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
132,840
shares
|
$13.1 Million
11.21% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
132,266
shares
|
$13 Million
0.41% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
131,851
shares
|
$13 Million
1.87% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
131,350
shares
|
$12.9 Million
1.1% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
131,214
shares
|
$12.9 Million
5.93% of portfolio
|
Q2 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
130,249
shares
|
$12.8 Million
15.75% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
130,075
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
130,051
shares
|
$12.8 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
129,661
shares
|
$12.8 Million
1.64% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
129,500
shares
|
$12.8 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.6 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
127,890
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
126,376
shares
|
$12.5 Million
0.44% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
126,003
shares
|
$12.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
125,169
shares
|
$12.3 Million
0.26% of portfolio
|
Q1 2025
Added 50.54%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
124,572
shares
|
$12.3 Million
11.18% of portfolio
|
Q2 2025
Added 97.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
123,334
shares
|
$12.2 Million
0.4% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
123,241
shares
|
$12.1 Million
8.75% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
123,071
shares
|
$12.1 Million
5.12% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
122,765
shares
|
$12.1 Million
0.98% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
122,631
shares
|
$12.1 Million
2.07% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
122,455
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
121,999
shares
|
$12 Million
0.09% of portfolio
|
Q1 2025
Added 187.02%
|