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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
112,719
shares
|
$11.3 Million
3.31% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
111,932
shares
|
$11.3 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
111,656
shares
|
$11.2 Million
5.5% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
111,357
shares
|
$11.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,211
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
110,969
shares
|
$11.2 Million
2.8% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
110,957
shares
|
$11.2 Million
3.03% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
110,854
shares
|
$11.1 Million
0.34% of portfolio
|
Q2 2025
Added 50.34%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
110,380
shares
|
$11.1 Million
7.34% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
110,306
shares
|
$11.1 Million
7.32% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
109,760
shares
|
$11 Million
0.18% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
109,479
shares
|
$11 Million
9.26% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
108,795
shares
|
$10.9 Million
2.54% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
108,209
shares
|
$10.9 Million
0.93% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
107,826
shares
|
$10.8 Million
0.27% of portfolio
|
Q2 2025
Added 69.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
107,423
shares
|
$10.8 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
107,070
shares
|
$10.8 Million
2.3% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
106,915
shares
|
$10.7 Million
0.82% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
106,690
shares
|
$10.7 Million
4.64% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
106,527
shares
|
$10.7 Million
3.81% of portfolio
|
Q3 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
106,420
shares
|
$10.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 58.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
105,264
shares
|
$10.6 Million
1.51% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
105,028
shares
|
$10.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104,888
shares
|
$10.5 Million
0.43% of portfolio
|
Q2 2020
Added 29.84%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
104,753
shares
|
$10.5 Million
0.07% of portfolio
|
Q2 2025
Added 1.19%
|