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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
243,979
shares
|
$24.1 Million
0.52% of portfolio
|
Q1 2025
Added 121.66%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
243,726
shares
|
$24 Million
17.34% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
242,619
shares
|
$23.9 Million
1.87% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
240,960
shares
|
$23.8 Million
5.78% of portfolio
|
Q1 2025
Added 136.26%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
240,056
shares
|
$23.7 Million
6.33% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Financial Designs Corp
Claremont, CA |
Apr 14, 2025 Q1 2025 |
239,852
shares
|
$23.7 Million
16.52% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
238,850
shares
|
$23.6 Million
1.37% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
238,708
shares
|
$23.6 Million
3.77% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
238,018
shares
|
$23.5 Million
15.3% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
237,051
shares
|
$23.4 Million
0.29% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.3 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
235,753
shares
|
$23.3 Million
0.78% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
235,331
shares
|
$23.2 Million
0.5% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
234,999
shares
|
$23.2 Million
4.72% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
234,147
shares
|
$23.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 71.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
233,919
shares
|
$23.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
233,907
shares
|
$23.1 Million
0.43% of portfolio
|
Q1 2025
Added 39.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
233,818
shares
|
$23.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
232,512
shares
|
$22.9 Million
0.2% of portfolio
|
Q1 2025
Added 622.06%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
231,361
shares
|
$22.8 Million
25.08% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
231,128
shares
|
$22.8 Million
2.35% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
230,007
shares
|
$22.7 Million
0.47% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$22.7 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
229,084
shares
|
$22.6 Million
1.11% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
228,331
shares
|
$22.5 Million
0.99% of portfolio
|
Q1 2025
Added 18.53%
|