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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
163,852
shares
|
$16.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
163,385
shares
|
$16.4 Million
1.26% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
163,050
shares
|
$16.4 Million
11.65% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
162,651
shares
|
$16.4 Million
0.03% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
161,876
shares
|
$16.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
161,365
shares
|
$16.2 Million
2.63% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
161,161
shares
|
$16.2 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
160,893
shares
|
$16.2 Million
5.37% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
160,499
shares
|
$16.1 Million
10.4% of portfolio
|
Q2 2022
Reduced 3.55%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
160,478
shares
|
$16.1 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
158,959
shares
|
$16 Million
0.19% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
158,250
shares
|
$15.9 Million
1.17% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
158,113
shares
|
$15.9 Million
5.71% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
157,991
shares
|
$15.9 Million
0.44% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
157,959
shares
|
$15.9 Million
4.43% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
157,463
shares
|
$15.8 Million
1.65% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
156,464
shares
|
$15.7 Million
1.89% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
154,085
shares
|
$15.5 Million
1.88% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
151,777
shares
|
$15.3 Million
0.29% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
151,708
shares
|
$15.3 Million
5.46% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
151,570
shares
|
$15.2 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
151,521
shares
|
$15.2 Million
6.92% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
151,188
shares
|
$15.2 Million
5.41% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
150,944
shares
|
$15.2 Million
4.02% of portfolio
|
Q2 2025
Added 22.48%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150,531
shares
|
$15.1 Million
3.95% of portfolio
|
Q3 2022
Reduced 1.84%
|