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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
91,834
shares
|
$9.06 Million
0.69% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
91,484
shares
|
$9.03 Million
2.94% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
90,890
shares
|
$8.97 Million
0.69% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
90,741
shares
|
$8.95 Million
13.73% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
89,671
shares
|
$8.85 Million
2.41% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
89,587
shares
|
$8.84 Million
0.23% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
89,477
shares
|
$8.83 Million
11.16% of portfolio
|
Q2 2022
Reduced 14.24%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
89,302
shares
|
$8.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
89,174
shares
|
$8.8 Million
0.12% of portfolio
|
Q1 2025
Added 28.92%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
88,495
shares
|
$8.73 Million
0.78% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
88,244
shares
|
$8.71 Million
4.36% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
87,920
shares
|
$8.67 Million
1.99% of portfolio
|
Q1 2025
Added 56.63%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
87,861
shares
|
$8.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
87,375
shares
|
$8.62 Million
0.91% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
87,132
shares
|
$8.6 Million
0.12% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
86,791
shares
|
$8.56 Million
0.44% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
86,701
shares
|
$8.55 Million
5.41% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
86,691
shares
|
$8.55 Million
0.47% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
86,579
shares
|
$8.54 Million
1.2% of portfolio
|
Q1 2025
Added 341.73%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
86,131
shares
|
$8.5 Million
1.49% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
85,629
shares
|
$8.45 Million
3.97% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
85,488
shares
|
$8.43 Million
8.98% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
85,175
shares
|
$8.4 Million
3.48% of portfolio
|
Q1 2023
Added 11.72%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
85,053
shares
|
$8.39 Million
2.45% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
84,808
shares
|
$8.37 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.6%
|