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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
198,321
shares
|
$19.6 Million
3.61% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
194,250
shares
|
$19.2 Million
0.09% of portfolio
|
Q4 2022
Added 257.35%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
193,925
shares
|
$19.1 Million
2.99% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
193,703
shares
|
$19.1 Million
1.44% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
192,777
shares
|
$19 Million
9.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
192,666
shares
|
$19 Million
1.67% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
192,483
shares
|
$19 Million
1.49% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
192,007
shares
|
$18.9 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
191,183
shares
|
$18.9 Million
6.05% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
190,298
shares
|
$18.8 Million
11.96% of portfolio
|
Q4 2023
Added 42.29%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
190,004
shares
|
$18.7 Million
7.35% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
189,045
shares
|
$18.7 Million
6.89% of portfolio
|
Q1 2025
Reduced 36.47%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
187,751
shares
|
$18.5 Million
13.19% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
186,965
shares
|
$18.4 Million
5.95% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
186,441
shares
|
$18.4 Million
0.52% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
185,781
shares
|
$18.3 Million
5.33% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
184,503
shares
|
$18.2 Million
5.23% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
181,116
shares
|
$17.9 Million
13.05% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
179,124
shares
|
$17.7 Million
9.46% of portfolio
|
Q1 2025
Added 57.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
178,494
shares
|
$17.6 Million
0.58% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
178,380
shares
|
$17.6 Million
1.01% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
176,994
shares
|
$17.5 Million
0.97% of portfolio
|
Q1 2025
Added 5166.11%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
176,878
shares
|
$17.5 Million
9.92% of portfolio
|
Q1 2025
Added 132.36%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
176,789
shares
|
$17.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
176,785
shares
|
$17.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.29%
|