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 |
|---|---|---|---|---|---|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
90,929
shares
|
$9.14 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
90,890
shares
|
$9.14 Million
0.69% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
90,745
shares
|
$9.12 Million
1.16% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
90,741
shares
|
$9.12 Million
13.73% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
90,385
shares
|
$9.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
90,275
shares
|
$9.08 Million
5.22% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
89,731
shares
|
$9.02 Million
2.08% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
89,528
shares
|
$9 Million
2.71% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
89,477
shares
|
$9 Million
11.16% of portfolio
|
Q2 2022
Reduced 14.24%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
88,874
shares
|
$8.94 Million
4.91% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
88,260
shares
|
$8.87 Million
1.88% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
87,581
shares
|
$8.81 Million
5.32% of portfolio
|
Q2 2025
Added 45.36%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
87,375
shares
|
$8.78 Million
0.91% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
87,231
shares
|
$8.77 Million
1.43% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
86,791
shares
|
$8.73 Million
0.44% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
86,648
shares
|
$8.71 Million
2.1% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
86,478
shares
|
$8.69 Million
0.1% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
86,451
shares
|
$8.69 Million
8.33% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
86,437
shares
|
$8.69 Million
1.27% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
86,287
shares
|
$8.68 Million
3.11% of portfolio
|
Q2 2025
Reduced 49.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
86,091
shares
|
$8.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
85,926
shares
|
$8.64 Million
0.1% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
85,888
shares
|
$8.64 Million
0.04% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
85,832
shares
|
$8.63 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
85,629
shares
|
$8.61 Million
3.97% of portfolio
|
Q2 2025
Reduced 0.13%
|