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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
6,278
shares
|
$618,822
0.08% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
6,247
shares
|
$615,766
0.27% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Investure, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
6,237
shares
|
$614,781
0.04% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
6,226
shares
|
$613,696
0.38% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
6,221
shares
|
$613,203
0.22% of portfolio
|
Q2 2025
Reduced 53.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
6,219
shares
|
$613,006
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,206
shares
|
$611,725
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
6,189
shares
|
$610,049
0.07% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
6,168
shares
|
$607,979
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
6,161
shares
|
$607,289
0.21% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
6,137
shares
|
$604,924
0.52% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,127
shares
|
$603,938
0.17% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,126
shares
|
$603,839
0.02% of portfolio
|
Q2 2025
Added 42.37%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
6,120
shares
|
$603,248
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
6,081
shares
|
$599,404
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
6,049
shares
|
$596,249
0.06% of portfolio
|
Q1 2025
Reduced 91.2%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
6,042
shares
|
$595,559
0.07% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
6,013
shares
|
$592,701
0.38% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
6,007
shares
|
$592,109
0.09% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,984
shares
|
$589,842
0.36% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,978
shares
|
$589,251
0.03% of portfolio
|
Q2 2025
Reduced 97.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,956
shares
|
$587,082
0.06% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,935
shares
|
$585,012
0.02% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
5,934
shares
|
$584,914
0.47% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,931
shares
|
$584,618
0.37% of portfolio
|
Q2 2023
New holding
|