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 |
|---|---|---|---|---|---|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
131,350
shares
|
$13 Million
1.1% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
131,209
shares
|
$12.9 Million
0.87% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
130,249
shares
|
$12.9 Million
15.75% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
130,075
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
129,500
shares
|
$12.8 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.7 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
127,890
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
127,557
shares
|
$12.6 Million
1.06% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
127,411
shares
|
$12.6 Million
6.96% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
127,298
shares
|
$12.6 Million
1.73% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
126,376
shares
|
$12.5 Million
0.44% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
126,003
shares
|
$12.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
125,169
shares
|
$12.3 Million
0.26% of portfolio
|
Q1 2025
Added 50.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
123,334
shares
|
$12.2 Million
0.4% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
123,235
shares
|
$12.2 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
122,765
shares
|
$12.1 Million
0.98% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
122,631
shares
|
$12.1 Million
2.07% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
121,999
shares
|
$12 Million
0.09% of portfolio
|
Q1 2025
Added 187.02%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
121,292
shares
|
$12 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
120,896
shares
|
$11.9 Million
1.9% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
120,659
shares
|
$11.9 Million
2.66% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
120,280
shares
|
$11.9 Million
4.67% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
119,292
shares
|
$11.8 Million
6.26% of portfolio
|
Q1 2025
Added 7.6%
|