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 |
|---|---|---|---|---|---|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
231,361
shares
|
$23.3 Million
25.08% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
230,007
shares
|
$23.1 Million
0.47% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
229,649
shares
|
$23.1 Million
6.64% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$23.1 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
228,714
shares
|
$23 Million
1.6% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
225,957
shares
|
$22.7 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
225,061
shares
|
$22.6 Million
2.21% of portfolio
|
Q2 2023
Added 6.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
223,656
shares
|
$22.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
222,163
shares
|
$22.3 Million
0.83% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
219,780
shares
|
$22.1 Million
4.33% of portfolio
|
Q2 2025
Added 30.33%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
219,635
shares
|
$22.1 Million
1.6% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
219,467
shares
|
$22.1 Million
1.02% of portfolio
|
Q2 2025
Added 51.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
219,459
shares
|
$22.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
219,448
shares
|
$22.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
219,114
shares
|
$22 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
218,741
shares
|
$22 Million
0.43% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
215,744
shares
|
$21.7 Million
3.45% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
215,692
shares
|
$21.7 Million
11.24% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
215,551
shares
|
$21.7 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
214,337
shares
|
$21.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
214,314
shares
|
$21.5 Million
1.68% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
211,536
shares
|
$21.3 Million
2.88% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Western Asset Management Company, LLC
Pasadena, CA |
Aug 12, 2025 Q2 2025 |
208,047
shares
|
$20.9 Million
60.37% of portfolio
|
Q2 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
207,975
shares
|
$20.9 Million
7.03% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
205,493
shares
|
$20.7 Million
2.61% of portfolio
|
Q2 2025
Added 403.07%
|