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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$137,998
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,394
shares
|
$137,406
0.03% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,391
shares
|
$137,110
0.0% of portfolio
|
Q1 2025
Reduced 59.23%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,370
shares
|
$135,040
0.01% of portfolio
|
Q2 2025
Added 61.94%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$134,745
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
1,350
shares
|
$133,069
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,349
shares
|
$132,970
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,346
shares
|
$132,675
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,336
shares
|
$131,689
0.01% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,319
shares
|
$130,013
0.01% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,300
shares
|
$128,140
0.04% of portfolio
|
Q3 2023
Reduced 65.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,290
shares
|
$127,155
0.04% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,275
shares
|
$125,676
0.03% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$124,198
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,219
shares
|
$120,156
0.01% of portfolio
|
Q2 2025
Reduced 50.45%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$120,156
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
1,210
shares
|
$119,269
0.08% of portfolio
|
Q1 2025
Added 125.75%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$118,382
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,180
shares
|
$116,312
0.05% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,180
shares
|
$116,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$111,384
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$108,426
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,099
shares
|
$108,328
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,083
shares
|
$106,751
0.02% of portfolio
|
Q4 2024
Added 38.31%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,052
shares
|
$103,695
0.02% of portfolio
|
Q1 2025
Added 2.63%
|