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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,401
shares
|
$335,236
0.04% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
3,400
shares
|
$335,138
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$334,349
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,388
shares
|
$333,955
0.13% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,378
shares
|
$332,969
0.02% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,378
shares
|
$332,969
0.03% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,375
shares
|
$332,673
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,365
shares
|
$331,688
0.03% of portfolio
|
Q1 2025
Reduced 36.7%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,364
shares
|
$331,589
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,357
shares
|
$330,899
0.04% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,357
shares
|
$330,899
0.06% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$329,420
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$329,322
0.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,331
shares
|
$328,336
0.06% of portfolio
|
Q2 2025
Added 57.87%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
3,326
shares
|
$327,843
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,320
shares
|
$327,252
0.03% of portfolio
|
Q1 2025
Added 142.34%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
3,316
shares
|
$326,858
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$324,788
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,292
shares
|
$324,492
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$324,196
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$323,703
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
3,250
shares
|
$320,352
0.04% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,247
shares
|
$320,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,243
shares
|
$319,662
0.1% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
3,233
shares
|
$318,676
0.07% of portfolio
|
Q1 2025
Added 5.69%
|