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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
310,074
shares
|
$30.6 Million
1.54% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
306,737
shares
|
$30.3 Million
8.18% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
304,871
shares
|
$30.1 Million
2.07% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
302,257
shares
|
$29.8 Million
5.27% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
299,312
shares
|
$29.5 Million
8.93% of portfolio
|
Q1 2025
Reduced 29.95%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
297,407
shares
|
$29.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
297,119
shares
|
$29.3 Million
0.37% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
295,123
shares
|
$29.1 Million
0.69% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Passaic Partners LLC
|
May 15, 2025 Q1 2025 |
294,998
shares
|
$29.1 Million
4.43% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
294,184
shares
|
$29 Million
5.34% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
293,823
shares
|
$29 Million
1.75% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
288,986
shares
|
$28.5 Million
7.63% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
288,568
shares
|
$28.5 Million
5.39% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
285,425
shares
|
$28.2 Million
0.46% of portfolio
|
Q4 2023
Reduced 31.79%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
281,151
shares
|
$27.7 Million
2.99% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Gp Brinson Investments LLC
|
Jun 30, 2025 Q2 2025 |
280,650
shares
|
$27.7 Million
11.88% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
279,342
shares
|
$27.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
278,026
shares
|
$27.4 Million
4.93% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
277,775
shares
|
$27.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$27.4 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
277,185
shares
|
$27.3 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
277,071
shares
|
$27.3 Million
18.53% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
276,715
shares
|
$27.3 Million
2.21% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
276,575
shares
|
$27.3 Million
1.08% of portfolio
|
Q1 2025
Added 47.47%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
276,473
shares
|
$27.3 Million
0.16% of portfolio
|
Q1 2025
Added 32.48%
|