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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,038
shares
|
$102,315
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,033
shares
|
$101,822
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$101,527
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$98,570
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
992
shares
|
$97,781
0.1% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
981
shares
|
$96,697
0.01% of portfolio
|
Q1 2025
Reduced 66.35%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
939
shares
|
$92,557
0.05% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
937
shares
|
$92,360
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
919
shares
|
$90,585
0.03% of portfolio
|
Q1 2025
Reduced 31.88%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$90,388
0.0% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
900
shares
|
$88,713
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
894
shares
|
$88,121
0.06% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
864
shares
|
$85,164
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
856
shares
|
$84,375
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
852
shares
|
$83,981
0.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
805
shares
|
$79,348
0.02% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
796
shares
|
$78,461
0.01% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$75,307
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
733
shares
|
$72,251
0.01% of portfolio
|
Q2 2025
Added 275.9%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
722
shares
|
$71,167
0.01% of portfolio
|
Q1 2025
Added 178.76%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
721
shares
|
$71,068
0.03% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
720
shares
|
$70,970
0.02% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
704
shares
|
$69,393
0.01% of portfolio
|
Q4 2024
Reduced 23.97%
|