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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
175,675
shares
|
$17.3 Million
1.16% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
174,270
shares
|
$17.2 Million
2.5% of portfolio
|
Q1 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
173,527
shares
|
$17.1 Million
7.86% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
172,786
shares
|
$17 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
171,765
shares
|
$16.9 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
171,607
shares
|
$16.9 Million
4.62% of portfolio
|
Q3 2023
Added 4351.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
171,119
shares
|
$16.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
170,452
shares
|
$16.8 Million
1.57% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$16.8 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
169,627
shares
|
$16.7 Million
4.89% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
169,545
shares
|
$16.7 Million
6.36% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
168,628
shares
|
$16.6 Million
3.71% of portfolio
|
Q1 2025
New holding
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
168,444
shares
|
$16.6 Million
6.4% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
167,754
shares
|
$16.6 Million
6.63% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
167,339
shares
|
$16.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
167,236
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
166,216
shares
|
$16.4 Million
8.28% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
165,182
shares
|
$16.3 Million
1.67% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
165,100
shares
|
$16.3 Million
0.02% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
164,959
shares
|
$16.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
164,957
shares
|
$16.3 Million
2.36% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
163,812
shares
|
$16.2 Million
4.14% of portfolio
|
Q1 2025
Added 96.08%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
162,951
shares
|
$16.1 Million
14.5% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
161,939
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
161,848
shares
|
$16 Million
0.52% of portfolio
|
Q1 2025
Added 3.63%
|