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 |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
5,539
shares
|
$545,979
0.17% of portfolio
|
Q1 2025
Added 85.5%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
5,528
shares
|
$544,894
0.17% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
5,520
shares
|
$544,106
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
5,520
shares
|
$544,106
7.8% of portfolio
|
Q2 2020
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
5,514
shares
|
$543,514
0.17% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,512
shares
|
$543,317
0.12% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
5,486
shares
|
$540,755
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,468
shares
|
$538,980
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
5,464
shares
|
$538,586
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,459
shares
|
$538,093
0.13% of portfolio
|
Q1 2024
Added 26.89%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,430
shares
|
$535,235
0.33% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
5,415
shares
|
$533,756
0.04% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
5,412
shares
|
$533,460
0.23% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
5,373
shares
|
$529,616
0.08% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
5,368
shares
|
$529,123
0.02% of portfolio
|
Q1 2025
Reduced 46.23%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,348
shares
|
$527,152
0.24% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,337
shares
|
$526,068
0.26% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
5,318
shares
|
$524,195
0.61% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5,307
shares
|
$523,110
0.05% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
5,299
shares
|
$522,322
0.22% of portfolio
|
Q1 2025
Reduced 19.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,273
shares
|
$519,759
0.05% of portfolio
|
Q1 2025
Reduced 27.56%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,244
shares
|
$516,901
0.2% of portfolio
|
Q4 2022
Reduced 98.97%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,208
shares
|
$513,352
0.16% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,204
shares
|
$512,958
0.05% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
5,203
shares
|
$512,859
0.11% of portfolio
|
Q2 2025
Reduced 13.61%
|