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 1.26 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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$34.5 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
345,880
shares
|
$34.1 Million
6.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
345,716
shares
|
$34.1 Million
0.83% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
345,612
shares
|
$34.1 Million
2.2% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
345,050
shares
|
$34 Million
4.44% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
344,400
shares
|
$34 Million
13.7% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
344,207
shares
|
$34 Million
2.89% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
339,119
shares
|
$33.5 Million
1.87% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
337,198
shares
|
$33.3 Million
0.6% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
335,232
shares
|
$33.1 Million
1.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
332,778
shares
|
$32.8 Million
5.8% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
332,569
shares
|
$32.8 Million
4.71% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$32.7 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
327,246
shares
|
$32.3 Million
19.88% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
325,521
shares
|
$32.1 Million
0.25% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,417
shares
|
$31.7 Million
2.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
318,010
shares
|
$31.4 Million
1.96% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$31.2 Million
6.47% of portfolio
|
Q4 2022
Added 143.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
316,728
shares
|
$31.2 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
314,328
shares
|
$31 Million
5.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
313,962
shares
|
$31 Million
0.65% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
313,233
shares
|
$30.9 Million
0.87% of portfolio
|
Q1 2025
Added 43.24%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
312,923
shares
|
$30.9 Million
4.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
312,686
shares
|
$30.8 Million
5.76% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
312,313
shares
|
$30.8 Million
0.08% of portfolio
|
Q1 2025
Added 740.68%
|