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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
323,173
shares
|
$32.5 Million
1.51% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
322,654
shares
|
$32.4 Million
4.98% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,417
shares
|
$32.3 Million
2.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
318,010
shares
|
$32 Million
1.96% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
317,144
shares
|
$31.9 Million
0.02% of portfolio
|
Q2 2025
Added 95.84%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$31.8 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
|
$31.8 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
314,328
shares
|
$31.6 Million
5.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
313,812
shares
|
$31.6 Million
3.8% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
311,642
shares
|
$31.3 Million
2.12% of portfolio
|
Q2 2025
Added 523.53%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
308,652
shares
|
$31 Million
5.48% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
304,871
shares
|
$30.7 Million
2.07% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
301,681
shares
|
$30.3 Million
0.73% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
298,023
shares
|
$30 Million
4.77% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
297,039
shares
|
$29.9 Million
8.19% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
296,732
shares
|
$29.8 Million
3.04% of portfolio
|
Q2 2025
Added 43.17%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
294,737
shares
|
$29.6 Million
1.08% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
294,184
shares
|
$29.6 Million
5.34% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
294,142
shares
|
$29.6 Million
0.7% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
290,772
shares
|
$29.2 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
289,290
shares
|
$29.1 Million
0.56% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
288,079
shares
|
$29 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
287,208
shares
|
$28.9 Million
4.16% of portfolio
|
Q2 2025
Added 30.99%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
286,016
shares
|
$28.8 Million
3.35% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
285,460
shares
|
$28.7 Million
0.91% of portfolio
|
Q2 2025
Added 125.88%
|