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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
150,060
shares
|
$15.1 Million
5.42% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
149,546
shares
|
$15 Million
3.6% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
149,426
shares
|
$15 Million
8.36% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
149,335
shares
|
$15 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
149,320
shares
|
$15 Million
9.78% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
147,450
shares
|
$14.8 Million
13.12% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Jul 29, 2025 Q2 2025 |
145,324
shares
|
$14.6 Million
11.31% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
144,987
shares
|
$14.6 Million
2.56% of portfolio
|
Q2 2025
Added 549.18%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
142,308
shares
|
$14.3 Million
4.89% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
138,908
shares
|
$14 Million
7.0% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
138,864
shares
|
$14 Million
0.61% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
138,548
shares
|
$13.9 Million
4.25% of portfolio
|
Q2 2025
Reduced 80.57%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
138,479
shares
|
$13.9 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
138,247
shares
|
$13.9 Million
2.45% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
138,078
shares
|
$13.9 Million
2.84% of portfolio
|
Q2 2025
Added 1672.73%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
136,465
shares
|
$13.7 Million
1.88% of portfolio
|
Q2 2025
Added 57.62%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
136,445
shares
|
$13.7 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
136,268
shares
|
$13.7 Million
3.14% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
135,889
shares
|
$13.7 Million
0.97% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
135,867
shares
|
$13.7 Million
3.76% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
135,719
shares
|
$13.6 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
134,971
shares
|
$13.6 Million
13.9% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13.5 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
133,863
shares
|
$13.5 Million
7.95% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
133,594
shares
|
$13.4 Million
0.35% of portfolio
|
Q2 2025
Added 8.32%
|