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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
110,829
shares
|
$10.9 Million
3.32% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
110,794
shares
|
$10.9 Million
2.27% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
110,786
shares
|
$10.9 Million
1.75% of portfolio
|
Q1 2025
Added 273.28%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
110,567
shares
|
$10.9 Million
1.54% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
110,396
shares
|
$10.9 Million
6.28% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
110,306
shares
|
$10.9 Million
7.32% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
110,253
shares
|
$10.9 Million
2.75% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
109,867
shares
|
$10.8 Million
4.53% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
109,682
shares
|
$10.8 Million
1.78% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
May 14, 2025 Q1 2025 |
109,080
shares
|
$10.8 Million
7.76% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
107,905
shares
|
$10.6 Million
0.79% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
106,957
shares
|
$10.6 Million
3.1% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
106,698
shares
|
$10.5 Million
0.11% of portfolio
|
Q4 2024
Added 382.71%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
106,689
shares
|
$10.5 Million
4.9% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
106,527
shares
|
$10.5 Million
3.81% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
105,791
shares
|
$10.4 Million
7.61% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
105,499
shares
|
$10.4 Million
0.94% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
105,154
shares
|
$10.4 Million
9.87% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
104,928
shares
|
$10.4 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104,888
shares
|
$10.3 Million
0.43% of portfolio
|
Q2 2020
Added 29.84%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
104,887
shares
|
$10.3 Million
2.53% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
104,811
shares
|
$10.3 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
104,020
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
103,895
shares
|
$10.3 Million
1.26% of portfolio
|
Q3 2022
Added 35.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
103,822
shares
|
$10.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.08%
|