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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
2,887
shares
|
$284,571
0.13% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,882
shares
|
$284,078
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,875
shares
|
$283,388
0.04% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,870
shares
|
$282,895
0.04% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
2,868
shares
|
$282,698
0.05% of portfolio
|
Q1 2025
Reduced 39.82%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
2,868
shares
|
$282,698
0.18% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,855
shares
|
$281,417
0.21% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,854
shares
|
$281,318
0.08% of portfolio
|
Q2 2025
Reduced 59.48%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
2,835
shares
|
$279,445
0.03% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,832
shares
|
$279,150
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,827
shares
|
$278,657
0.17% of portfolio
|
Q1 2025
Reduced 53.01%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
2,820
shares
|
$277,967
0.02% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,805
shares
|
$276,488
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
2,800
shares
|
$275,996
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
2,792
shares
|
$275,207
0.08% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
2,791
shares
|
$275,108
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
2,789
shares
|
$274,911
0.12% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,779
shares
|
$273,926
0.03% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
2,771
shares
|
$273,137
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
2,769
shares
|
$272,940
0.17% of portfolio
|
Q1 2025
Added 154.97%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,769
shares
|
$272,940
0.09% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,764
shares
|
$272,447
0.04% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
2,732
shares
|
$269,293
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
2,726
shares
|
$268,701
0.23% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,699
shares
|
$266,040
0.05% of portfolio
|
Q1 2025
New holding
|