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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
122,455
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12.3 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
120,838
shares
|
$12.1 Million
1.01% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
120,571
shares
|
$12.1 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
120,254
shares
|
$12.1 Million
0.35% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
120,016
shares
|
$12.1 Million
1.39% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
119,305
shares
|
$12 Million
5.56% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
118,326
shares
|
$11.9 Million
0.14% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
117,466
shares
|
$11.8 Million
6.88% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
116,650
shares
|
$11.7 Million
2.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
116,440
shares
|
$11.7 Million
1.05% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
116,352
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
116,038
shares
|
$11.7 Million
6.29% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
115,935
shares
|
$11.7 Million
7.42% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
115,639
shares
|
$11.6 Million
5.48% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
115,334
shares
|
$11.6 Million
8.51% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
114,887
shares
|
$11.6 Million
5.41% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
114,877
shares
|
$11.5 Million
0.67% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
114,578
shares
|
$11.5 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
|
$11.5 Million
1.72% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
114,400
shares
|
$11.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
113,727
shares
|
$11.4 Million
4.2% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
113,578
shares
|
$11.4 Million
3.05% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
113,525
shares
|
$11.4 Million
0.99% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
112,731
shares
|
$11.3 Million
4.9% of portfolio
|
Q2 2025
Reduced 1.58%
|