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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
104,487
shares
|
$10.5 Million
6.95% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
104,367
shares
|
$10.5 Million
0.14% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
104,053
shares
|
$10.5 Million
1.59% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
103,895
shares
|
$10.4 Million
1.26% of portfolio
|
Q3 2022
Added 35.41%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
103,794
shares
|
$10.4 Million
3.54% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
101,993
shares
|
$10.3 Million
4.59% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
101,732
shares
|
$10.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
101,632
shares
|
$10.2 Million
2.36% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
101,307
shares
|
$10.2 Million
7.04% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
100,671
shares
|
$10.1 Million
0.57% of portfolio
|
Q2 2025
Added 48.12%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
99,531
shares
|
$10 Million
1.79% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
99,057
shares
|
$9.96 Million
0.35% of portfolio
|
Q2 2025
Added 84.65%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
99,032
shares
|
$9.96 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
98,560
shares
|
$9.91 Million
4.85% of portfolio
|
Q2 2022
Reduced 70.63%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
98,150
shares
|
$9.87 Million
6.43% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
96,628
shares
|
$9.71 Million
3.57% of portfolio
|
Q2 2025
Added 1343.29%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
96,540
shares
|
$9.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
95,559
shares
|
$9.61 Million
0.78% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jul 11, 2025 Q2 2025 |
94,971
shares
|
$9.55 Million
6.15% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
94,386
shares
|
$9.49 Million
1.19% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
94,264
shares
|
$9.48 Million
3.5% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
94,065
shares
|
$9.46 Million
0.87% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
93,190
shares
|
$9.37 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
92,050
shares
|
$9.25 Million
0.11% of portfolio
|
Q2 2025
Added 39.7%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
91,629
shares
|
$9.21 Million
2.23% of portfolio
|
Q2 2025
New holding
|