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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,434
shares
|
$239,919
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,433
shares
|
$239,820
0.07% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,430
shares
|
$239,525
0.09% of portfolio
|
Q1 2025
Reduced 65.88%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
2,426
shares
|
$239,130
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
2,423
shares
|
$238,835
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
2,421
shares
|
$238,637
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
2,420
shares
|
$238,539
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
2,420
shares
|
$238,539
0.04% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Mosaic Advisors LLC
Houston, TX |
May 05, 2025 Q1 2025 |
2,418
shares
|
$238,342
0.37% of portfolio
|
Q1 2025
Reduced 87.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
2,407
shares
|
$237,257
0.04% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,403
shares
|
$236,863
0.02% of portfolio
|
Q2 2025
Reduced 38.84%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
2,401
shares
|
$236,666
0.1% of portfolio
|
Q1 2025
Reduced 53.46%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,383
shares
|
$234,892
0.13% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
2,381
shares
|
$234,695
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,367
shares
|
$233,315
0.03% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$232,920
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$232,822
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
2,359
shares
|
$232,526
0.07% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
2,341
shares
|
$230,752
0.04% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
2,340
shares
|
$230,653
0.02% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
2,339
shares
|
$230,555
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,335
shares
|
$230,160
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
2,334
shares
|
$230,062
0.09% of portfolio
|
Q1 2025
Reduced 98.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,334
shares
|
$230,062
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,331
shares
|
$229,766
0.14% of portfolio
|
Q1 2025
Added 7.47%
|