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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
204,498
shares
|
$20.6 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
204,249
shares
|
$20.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
200,738
shares
|
$20.2 Million
7.92% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
200,667
shares
|
$20.2 Million
3.8% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
199,855
shares
|
$20.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
197,829
shares
|
$19.9 Million
5.81% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
195,958
shares
|
$19.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
195,848
shares
|
$19.7 Million
2.79% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
194,312
shares
|
$19.5 Million
5.98% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
194,250
shares
|
$19.5 Million
0.09% of portfolio
|
Q4 2022
Added 257.35%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
192,852
shares
|
$19.4 Million
1.61% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
192,483
shares
|
$19.4 Million
1.49% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
192,482
shares
|
$19.4 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
192,114
shares
|
$19.3 Million
4.08% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
192,007
shares
|
$19.3 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
190,298
shares
|
$19.1 Million
11.96% of portfolio
|
Q4 2023
Added 42.29%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
189,411
shares
|
$19 Million
1.22% of portfolio
|
Q2 2025
Reduced 21.93%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
187,751
shares
|
$18.9 Million
13.19% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
187,409
shares
|
$18.8 Million
7.69% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
187,313
shares
|
$18.8 Million
0.75% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
186,441
shares
|
$18.7 Million
0.52% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
185,781
shares
|
$18.7 Million
5.33% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
185,506
shares
|
$18.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
184,503
shares
|
$18.5 Million
5.23% of portfolio
|
Q2 2024
Reduced 26.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
184,372
shares
|
$18.5 Million
0.44% of portfolio
|
Q2 2025
Reduced 33.63%
|