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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,322
shares
|
$228,879
0.02% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,320
shares
|
$228,682
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,319
shares
|
$228,583
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
2,319
shares
|
$228,583
0.12% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,318
shares
|
$228,485
0.16% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$228,288
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,303
shares
|
$227,006
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,300
shares
|
$226,710
0.06% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,298
shares
|
$226,513
0.08% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,288
shares
|
$225,528
0.15% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,287
shares
|
$225,429
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
2,277
shares
|
$224,443
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,274
shares
|
$224,148
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,271
shares
|
$223,852
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,269
shares
|
$223,655
0.04% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
2,261
shares
|
$222,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$221,486
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$221,486
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,240
shares
|
$220,796
0.02% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,231
shares
|
$219,909
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,222
shares
|
$219,022
0.03% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,221
shares
|
$218,923
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,220
shares
|
$218,825
0.14% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
2,217
shares
|
$218,529
0.1% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,217
shares
|
$218,529
0.07% of portfolio
|
Q2 2025
Added 0.36%
|