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 |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
699
shares
|
$68,900
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
686
shares
|
$67,619
0.02% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
679
shares
|
$66,929
0.02% of portfolio
|
Q1 2025
Reduced 44.3%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
663
shares
|
$65,351
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$65,351
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
634
shares
|
$62,493
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
620
shares
|
$61,113
0.02% of portfolio
|
Q1 2025
Added 1966.67%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
609
shares
|
$60,029
0.03% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
570
shares
|
$56,184
0.05% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
567
shares
|
$55,889
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$55,297
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
561
shares
|
$55,297
0.05% of portfolio
|
Q2 2025
Reduced 86.32%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
526
shares
|
$51,847
0.07% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
516
shares
|
$50,862
0.02% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$50,467
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
509
shares
|
$50,172
0.03% of portfolio
|
Q2 2025
Reduced 29.31%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
500
shares
|
$49,285
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
453
shares
|
$44,652
0.02% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
450
shares
|
$44,356
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
438
shares
|
$43,173
0.04% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
429
shares
|
$42,286
0.03% of portfolio
|
Q4 2024
Reduced 62.89%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
414
shares
|
$40,807
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
412
shares
|
$40,610
0.01% of portfolio
|
Q2 2025
Reduced 42.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
408
shares
|
$40,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
391
shares
|
$38,540
0.01% of portfolio
|
Q1 2025
Added 7.71%
|