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 2,169 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411,077
shares
|
$41.3 Million
0.08% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
411,008
shares
|
$41.3 Million
1.67% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
408,903
shares
|
$41.1 Million
4.96% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
405,627
shares
|
$40.8 Million
11.37% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
403,906
shares
|
$40.6 Million
0.35% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
401,098
shares
|
$40.3 Million
3.99% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
399,185
shares
|
$40.1 Million
0.95% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
399,164
shares
|
$40.1 Million
7.84% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
399,132
shares
|
$40.1 Million
5.09% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
397,534
shares
|
$40 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
391,858
shares
|
$39.4 Million
7.8% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
390,114
shares
|
$39.2 Million
3.34% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
389,736
shares
|
$39.2 Million
3.29% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
385,184
shares
|
$38.7 Million
1.25% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
383,767
shares
|
$38.6 Million
13.14% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
383,088
shares
|
$38.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
382,859
shares
|
$38.5 Million
1.95% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
382,337
shares
|
$38.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.99%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
381,936
shares
|
$38.4 Million
15.98% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$38.2 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
379,283
shares
|
$38.1 Million
10.23% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
378,434
shares
|
$38 Million
2.78% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
377,482
shares
|
$38 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
374,285
shares
|
$37.6 Million
18.97% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
373,265
shares
|
$37.5 Million
1.88% of portfolio
|
Q2 2025
Added 10.07%
|