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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
84,795
shares
|
$8.37 Million
4.27% of portfolio
|
Q4 2024
Added 46.42%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
84,499
shares
|
$8.34 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
84,452
shares
|
$8.33 Million
0.41% of portfolio
|
Q1 2025
Reduced 37.78%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
84,336
shares
|
$8.32 Million
2.37% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
84,149
shares
|
$8.3 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
83,894
shares
|
$8.28 Million
0.01% of portfolio
|
Q1 2025
Added 281.74%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
83,815
shares
|
$8.27 Million
1.04% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
83,793
shares
|
$8.27 Million
1.59% of portfolio
|
Q2 2025
Added 124.17%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
83,716
shares
|
$8.26 Million
5.41% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
83,527
shares
|
$8.24 Million
3.51% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
83,355
shares
|
$8.22 Million
3.09% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
82,573
shares
|
$8.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
82,504
shares
|
$8.14 Million
0.31% of portfolio
|
Q1 2025
Added 37.66%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
81,917
shares
|
$8.08 Million
4.92% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
81,856
shares
|
$8.08 Million
2.95% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
81,722
shares
|
$8.06 Million
0.14% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
81,669
shares
|
$8.06 Million
2.26% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Apr 22, 2025 Q1 2025 |
81,620
shares
|
$8.05 Million
16.82% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
81,522
shares
|
$8.04 Million
3.57% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
81,178
shares
|
$8.01 Million
0.37% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
81,025
shares
|
$7.99 Million
6.06% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
80,716
shares
|
$7.96 Million
0.58% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
80,677
shares
|
$7.96 Million
2.85% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
80,502
shares
|
$7.94 Million
0.36% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
May 15, 2025 Q1 2025 |
80,443
shares
|
$7.94 Million
6.31% of portfolio
|
Q1 2025
Reduced 2.63%
|