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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
118,570
shares
|
$11.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
118,443
shares
|
$11.7 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
117,890
shares
|
$11.6 Million
2.18% of portfolio
|
Q1 2025
Added 97.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
117,805
shares
|
$11.6 Million
0.16% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
117,466
shares
|
$11.6 Million
6.88% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
116,345
shares
|
$11.5 Million
2.58% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
116,258
shares
|
$11.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
116,159
shares
|
$11.5 Million
0.66% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
116,038
shares
|
$11.4 Million
6.29% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
115,334
shares
|
$11.4 Million
8.51% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
115,061
shares
|
$11.4 Million
1.14% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
114,877
shares
|
$11.3 Million
0.67% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
114,578
shares
|
$11.3 Million
1.35% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
114,571
shares
|
$11.3 Million
1.72% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
114,555
shares
|
$11.3 Million
2.97% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
114,538
shares
|
$11.3 Million
5.06% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
114,034
shares
|
$11.3 Million
1.0% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
113,893
shares
|
$11.2 Million
1.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
113,661
shares
|
$11.2 Million
8.01% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
113,410
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
112,975
shares
|
$11.1 Million
8.76% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
112,401
shares
|
$11.1 Million
7.57% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
112,156
shares
|
$11.1 Million
1.6% of portfolio
|
Q1 2025
Added 387.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
112,118
shares
|
$11.1 Million
0.06% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
111,723
shares
|
$11 Million
1.05% of portfolio
|
Q1 2025
Reduced 2.17%
|