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 |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
272,892
shares
|
$26.9 Million
5.97% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
272,480
shares
|
$26.9 Million
2.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
272,362
shares
|
$26.9 Million
9.42% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
269,270
shares
|
$26.6 Million
6.46% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
268,186
shares
|
$26.5 Million
1.75% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
267,680
shares
|
$26.4 Million
0.69% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
267,498
shares
|
$26.4 Million
0.05% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
267,341
shares
|
$26.4 Million
8.34% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
266,016
shares
|
$26.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
266,010
shares
|
$26.2 Million
0.71% of portfolio
|
Q1 2025
Reduced 35.57%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
265,336
shares
|
$26.2 Million
2.49% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$26 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
262,166
shares
|
$25.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
257,049
shares
|
$25.4 Million
2.85% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
255,051
shares
|
$25.2 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
254,101
shares
|
$25.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
253,365
shares
|
$25 Million
0.74% of portfolio
|
Q1 2025
Added 128.33%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
250,459
shares
|
$24.7 Million
9.93% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
250,457
shares
|
$24.7 Million
2.4% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
249,849
shares
|
$24.7 Million
0.63% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
247,123
shares
|
$24.4 Million
0.69% of portfolio
|
Q1 2025
Added 33.76%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
247,071
shares
|
$24.4 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
246,826
shares
|
$24.4 Million
3.63% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
245,112
shares
|
$24.2 Million
1.14% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
244,224
shares
|
$24.1 Million
2.95% of portfolio
|
Q1 2025
Added 7.85%
|