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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
85,175
shares
|
$8.56 Million
3.48% of portfolio
|
Q1 2023
Added 11.72%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
84,806
shares
|
$8.53 Million
0.43% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
84,763
shares
|
$8.52 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
84,556
shares
|
$8.5 Million
0.42% of portfolio
|
Q2 2025
Added 123.7%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
84,336
shares
|
$8.48 Million
2.37% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
84,161
shares
|
$8.46 Million
2.77% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
83,793
shares
|
$8.42 Million
1.59% of portfolio
|
Q2 2025
Added 124.17%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
83,709
shares
|
$8.42 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
83,527
shares
|
$8.4 Million
3.51% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
83,332
shares
|
$8.38 Million
0.26% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
82,555
shares
|
$8.3 Million
3.66% of portfolio
|
Q2 2025
Added 29.25%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
82,442
shares
|
$8.29 Million
0.57% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
81,917
shares
|
$8.24 Million
4.92% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
81,722
shares
|
$8.22 Million
0.14% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
81,498
shares
|
$8.19 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
81,178
shares
|
$8.16 Million
0.37% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
81,085
shares
|
$8.15 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
80,817
shares
|
$8.13 Million
1.49% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
80,677
shares
|
$8.11 Million
2.85% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
80,637
shares
|
$8.11 Million
0.31% of portfolio
|
Q2 2025
Added 271.72%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
80,502
shares
|
$8.09 Million
0.36% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
79,899
shares
|
$8.03 Million
2.46% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
79,180
shares
|
$7.96 Million
1.97% of portfolio
|
Q2 2025
Added 100.5%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
78,619
shares
|
$7.9 Million
0.04% of portfolio
|
Q3 2024
Added 150.18%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
78,461
shares
|
$7.89 Million
3.12% of portfolio
|
Q2 2025
Reduced 5.87%
|