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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,674
shares
|
$362,146
0.11% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,671
shares
|
$361,850
0.14% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
3,668
shares
|
$361,554
0.49% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
3,645
shares
|
$359,287
0.53% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,641
shares
|
$358,893
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
3,630
shares
|
$357,809
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
3,627
shares
|
$357,513
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
3,610
shares
|
$355,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,605
shares
|
$355,344
0.27% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
3,603
shares
|
$355,147
0.05% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3,602
shares
|
$355,049
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$352,880
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
3,566
shares
|
$351,500
0.24% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,557
shares
|
$350,613
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,550
shares
|
$349,923
0.01% of portfolio
|
Q4 2023
Reduced 28.9%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,523
shares
|
$347,262
0.01% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,513
shares
|
$346,276
0.1% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,513
shares
|
$346,276
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
3,474
shares
|
$342,432
0.29% of portfolio
|
Q1 2025
Reduced 40.81%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,450
shares
|
$340,066
0.13% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
3,449
shares
|
$339,967
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
3,446
shares
|
$339,672
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,446
shares
|
$339,672
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,427
shares
|
$337,799
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,417
shares
|
$336,813
0.25% of portfolio
|
Q1 2025
New holding
|