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 |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
78,137
shares
|
$7.86 Million
3.96% of portfolio
|
Q2 2023
Added 156.37%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
78,116
shares
|
$7.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
77,646
shares
|
$7.81 Million
0.7% of portfolio
|
Q3 2022
Added 61.31%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
77,459
shares
|
$7.79 Million
7.5% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
77,038
shares
|
$7.75 Million
1.78% of portfolio
|
Q4 2022
Added 489.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
77,031
shares
|
$7.74 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
76,804
shares
|
$7.72 Million
6.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76,623
shares
|
$7.7 Million
0.52% of portfolio
|
Q3 2022
Added 59.11%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
76,081
shares
|
$7.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
75,693
shares
|
$7.61 Million
7.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
75,264
shares
|
$7.57 Million
3.5% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
74,791
shares
|
$7.52 Million
0.65% of portfolio
|
Q1 2025
Added 141.6%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
74,565
shares
|
$7.5 Million
1.08% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
74,348
shares
|
$7.47 Million
3.71% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
74,194
shares
|
$7.46 Million
1.82% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
74,147
shares
|
$7.45 Million
4.44% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
74,003
shares
|
$7.44 Million
2.68% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
73,958
shares
|
$7.44 Million
5.72% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
73,751
shares
|
$7.41 Million
1.39% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
73,506
shares
|
$7.39 Million
1.96% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
73,499
shares
|
$7.39 Million
0.43% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
72,969
shares
|
$7.34 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
72,629
shares
|
$7.3 Million
1.76% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
72,493
shares
|
$7.29 Million
3.45% of portfolio
|
Q2 2025
Added 32.72%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
72,091
shares
|
$7.25 Million
0.21% of portfolio
|
Q2 2025
Added 1.08%
|