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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
256,849
shares
|
$25.8 Million
0.32% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
256,714
shares
|
$25.8 Million
0.18% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
256,641
shares
|
$25.8 Million
3.1% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
255,051
shares
|
$25.6 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
253,204
shares
|
$25.5 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
253,014
shares
|
$25.4 Million
1.38% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
252,082
shares
|
$25.3 Million
2.69% of portfolio
|
Q2 2025
Added 140.24%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
250,056
shares
|
$25.1 Million
2.85% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
248,740
shares
|
$25 Million
9.47% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
247,071
shares
|
$24.8 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
246,991
shares
|
$24.8 Million
0.41% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
246,272
shares
|
$24.8 Million
15.68% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
245,154
shares
|
$24.6 Million
1.29% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
245,113
shares
|
$24.6 Million
2.2% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
245,076
shares
|
$24.6 Million
0.44% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
242,014
shares
|
$24.3 Million
0.29% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
241,866
shares
|
$24.3 Million
4.03% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
241,108
shares
|
$24.2 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
238,714
shares
|
$24 Million
14.52% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
238,708
shares
|
$24 Million
3.77% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
238,564
shares
|
$24 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
238,300
shares
|
$24 Million
2.13% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
237,808
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.04%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.8 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
233,324
shares
|
$23.5 Million
2.53% of portfolio
|
Q2 2025
Added 17.65%
|