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 |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
103,794
shares
|
$10.2 Million
3.54% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
103,526
shares
|
$10.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
101,993
shares
|
$10.1 Million
4.59% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
101,610
shares
|
$10 Million
1.75% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100,923
shares
|
$9.96 Million
6.61% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
100,641
shares
|
$9.93 Million
3.0% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
100,605
shares
|
$9.93 Million
3.98% of portfolio
|
Q1 2025
Added 40.34%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
100,114
shares
|
$9.88 Million
1.16% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
99,689
shares
|
$9.84 Million
7.55% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
98,560
shares
|
$9.72 Million
4.85% of portfolio
|
Q2 2022
Reduced 70.63%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
98,216
shares
|
$9.69 Million
1.96% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
96,999
shares
|
$9.57 Million
1.46% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
96,628
shares
|
$9.53 Million
3.57% of portfolio
|
Q2 2025
Added 1343.29%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
96,144
shares
|
$9.49 Million
2.5% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
95,892
shares
|
$9.46 Million
1.95% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
95,828
shares
|
$9.45 Million
0.6% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jul 11, 2025 Q2 2025 |
94,971
shares
|
$9.37 Million
6.15% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
94,556
shares
|
$9.33 Million
0.15% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,087
shares
|
$9.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
94,065
shares
|
$9.28 Million
0.87% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
94,020
shares
|
$9.28 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
93,653
shares
|
$9.24 Million
0.48% of portfolio
|
Q1 2025
Added 42.51%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
93,461
shares
|
$9.22 Million
2.7% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
93,190
shares
|
$9.19 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
93,141
shares
|
$9.19 Million
1.45% of portfolio
|
Q1 2025
Added 24.27%
|