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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,965
shares
|
$390,830
0.02% of portfolio
|
Q1 2025
Reduced 70.94%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
3,958
shares
|
$390,140
0.07% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,957
shares
|
$390,041
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,944
shares
|
$388,760
0.1% of portfolio
|
Q4 2024
Added 94.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
3,919
shares
|
$386,295
0.39% of portfolio
|
Q4 2022
Added 61.74%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,906
shares
|
$385,014
0.09% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
3,865
shares
|
$380,973
0.26% of portfolio
|
Q1 2025
Added 24.52%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,854
shares
|
$379,888
0.25% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,848
shares
|
$379,297
0.07% of portfolio
|
Q3 2023
Reduced 51.85%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
3,840
shares
|
$378,508
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,834
shares
|
$377,917
0.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
3,821
shares
|
$376,635
0.34% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
3,797
shares
|
$374,270
0.31% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
3,785
shares
|
$373,087
0.15% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
3,776
shares
|
$372,200
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,773
shares
|
$371,904
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,764
shares
|
$371,017
0.28% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
3,745
shares
|
$369,144
0.1% of portfolio
|
Q1 2025
Reduced 31.08%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,735
shares
|
$368,158
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
3,718
shares
|
$366,483
0.1% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
3,716
shares
|
$366,286
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
3,709
shares
|
$365,596
0.08% of portfolio
|
Q1 2025
Added 52.38%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,701
shares
|
$364,807
0.12% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,695
shares
|
$364,216
0.23% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
3,678
shares
|
$362,540
0.19% of portfolio
|
Q2 2025
Reduced 1.76%
|