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 2,172 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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
146,607
shares
|
$14.5 Million
0.12% of portfolio
|
Q1 2025
Added 96.15%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
145,177
shares
|
$14.3 Million
0.77% of portfolio
|
Q1 2025
Added 352.42%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
144,383
shares
|
$14.2 Million
7.84% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
142,300
shares
|
$14 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Apr 11, 2025 Q1 2025 |
142,224
shares
|
$14 Million
12.24% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
141,889
shares
|
$14 Million
0.37% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
141,661
shares
|
$14 Million
1.43% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
140,599
shares
|
$13.9 Million
4.99% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
138,487
shares
|
$13.7 Million
4.68% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
138,271
shares
|
$13.6 Million
0.71% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
138,247
shares
|
$13.6 Million
2.45% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
138,078
shares
|
$13.6 Million
2.84% of portfolio
|
Q2 2025
Added 1672.73%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
137,573
shares
|
$13.6 Million
2.37% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
137,205
shares
|
$13.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 50.64%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
135,867
shares
|
$13.4 Million
3.76% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
135,482
shares
|
$13.4 Million
2.81% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13.2 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
133,961
shares
|
$13.2 Million
3.38% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
133,863
shares
|
$13.2 Million
7.95% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
133,819
shares
|
$13.2 Million
0.42% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
133,148
shares
|
$13.1 Million
1.63% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$13.1 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
132,840
shares
|
$13.1 Million
11.21% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
132,266
shares
|
$13 Million
0.41% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
131,851
shares
|
$13 Million
1.87% of portfolio
|
Q1 2025
Added 0.21%
|