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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
183,506
shares
|
$18.4 Million
0.23% of portfolio
|
Q2 2025
Added 105.78%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
182,902
shares
|
$18.4 Million
0.99% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
182,864
shares
|
$18.4 Million
0.51% of portfolio
|
Q2 2025
Added 36.65%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
181,763
shares
|
$18.3 Million
1.71% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
181,491
shares
|
$18.2 Million
12.42% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
180,113
shares
|
$18.1 Million
8.52% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
179,963
shares
|
$18.1 Million
0.77% of portfolio
|
Q2 2025
Added 381.48%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
176,789
shares
|
$17.8 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
176,258
shares
|
$17.7 Million
0.25% of portfolio
|
Q2 2025
Added 100.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
176,204
shares
|
$17.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
175,616
shares
|
$17.7 Million
7.54% of portfolio
|
Q2 2025
Added 74.56%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
175,340
shares
|
$17.6 Million
2.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
173,576
shares
|
$17.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
173,486
shares
|
$17.4 Million
0.53% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
172,567
shares
|
$17.3 Million
0.18% of portfolio
|
Q2 2025
Added 83.41%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
171,607
shares
|
$17.3 Million
4.62% of portfolio
|
Q3 2023
Added 4351.54%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
171,125
shares
|
$17.2 Million
6.06% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$17.1 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
169,319
shares
|
$17 Million
14.87% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
169,150
shares
|
$17 Million
4.64% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
166,322
shares
|
$16.7 Million
5.9% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
165,630
shares
|
$16.7 Million
0.47% of portfolio
|
Q2 2025
Added 1637.44%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
165,545
shares
|
$16.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
165,008
shares
|
$16.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
164,957
shares
|
$16.6 Million
2.36% of portfolio
|
Q2 2025
New holding
|