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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
389
shares
|
$38,343
0.04% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
380
shares
|
$37,456
0.03% of portfolio
|
Q1 2025
Added 43.4%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
376
shares
|
$37,062
0.02% of portfolio
|
Q1 2025
Reduced 85.69%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
370
shares
|
$36,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$34,499
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
346
shares
|
$34,105
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
336
shares
|
$33,119
0.0% of portfolio
|
Q2 2025
Reduced 43.62%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
334
shares
|
$32,922
0.01% of portfolio
|
Q4 2024
Reduced 68.64%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$32,035
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
317
shares
|
$31,246
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
315
shares
|
$31,049
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
315
shares
|
$31,049
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
311
shares
|
$30,655
0.02% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
305
shares
|
$30,063
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
305
shares
|
$30,063
0.02% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
300
shares
|
$29,570
0.0% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
296
shares
|
$29,176
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
294
shares
|
$28,979
0.01% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
282
shares
|
$27,796
0.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
275
shares
|
$27,106
0.01% of portfolio
|
Q2 2025
Reduced 59.14%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
263
shares
|
$25,923
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
262
shares
|
$25,825
0.01% of portfolio
|
Q1 2025
Reduced 52.28%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
254
shares
|
$25,036
0.02% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
254
shares
|
$25,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
250
shares
|
$24,642
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|