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 2,173 institutions that hold shares in the stock, with a total of 1.27 Billion shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
32
shares
|
$3,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,055
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
31
shares
|
$3,055
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
30
shares
|
$2,957
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,858
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
29
shares
|
$2,858
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
28
shares
|
$2,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
28
shares
|
$2,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,661
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
27
shares
|
$2,661
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
27
shares
|
$2,661
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
26
shares
|
$2,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
26
shares
|
$2,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
22
shares
|
$2,168
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$1,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
20
shares
|
$1,971
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
20
shares
|
$1,971
0.0% of portfolio
|
Q2 2022
Reduced 96.26%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
19
shares
|
$1,872
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
18
shares
|
$1,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
18
shares
|
$1,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
14
shares
|
$1,379
0.0% of portfolio
|
Q1 2023
Reduced 98.25%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
13
shares
|
$1,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12
shares
|
$1,182
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
12
shares
|
$1,182
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
May 14, 2025 Q1 2025 |
10
shares
|
$985
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|