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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$13.4 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
132,840
shares
|
$13.4 Million
11.21% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
132,411
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 6265.91%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
132,160
shares
|
$13.3 Million
1.74% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
131,825
shares
|
$13.3 Million
0.1% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
131,671
shares
|
$13.2 Million
0.18% of portfolio
|
Q2 2025
Added 51.12%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
131,580
shares
|
$13.2 Million
0.08% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
131,350
shares
|
$13.2 Million
0.94% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
131,214
shares
|
$13.2 Million
5.93% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
131,094
shares
|
$13.2 Million
1.92% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
130,881
shares
|
$13.2 Million
1.3% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
130,085
shares
|
$13.1 Million
0.26% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
130,051
shares
|
$13.1 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
129,661
shares
|
$13 Million
1.64% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
129,565
shares
|
$13 Million
1.76% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.9 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.6 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
124,572
shares
|
$12.5 Million
11.18% of portfolio
|
Q2 2025
Added 97.66%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
123,778
shares
|
$12.4 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
123,241
shares
|
$12.4 Million
8.75% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
123,085
shares
|
$12.4 Million
0.27% of portfolio
|
Q2 2025
Added 62.95%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
123,071
shares
|
$12.4 Million
5.12% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
123,041
shares
|
$12.4 Million
4.41% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
123,028
shares
|
$12.4 Million
5.47% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
122,631
shares
|
$12.3 Million
2.07% of portfolio
|
Q2 2025
Reduced 11.64%
|