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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
79,848
shares
|
$7.88 Million
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
79,090
shares
|
$7.8 Million
2.74% of portfolio
|
Q1 2025
Added 145.1%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
79,050
shares
|
$7.8 Million
4.78% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
78,686
shares
|
$7.76 Million
1.66% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
78,619
shares
|
$7.76 Million
0.04% of portfolio
|
Q3 2024
Added 150.18%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
78,137
shares
|
$7.71 Million
3.96% of portfolio
|
Q2 2023
Added 156.37%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
77,952
shares
|
$7.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
77,899
shares
|
$7.69 Million
6.48% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
77,646
shares
|
$7.66 Million
0.7% of portfolio
|
Q3 2022
Added 61.31%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
77,038
shares
|
$7.6 Million
1.78% of portfolio
|
Q4 2022
Added 489.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
77,031
shares
|
$7.6 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
76,824
shares
|
$7.58 Million
3.78% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76,623
shares
|
$7.56 Million
0.52% of portfolio
|
Q3 2022
Added 59.11%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
75,972
shares
|
$7.5 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Moneda S.A. Administradora General De Fondos
|
May 06, 2025 Q1 2025 |
75,811
shares
|
$7.48 Million
8.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
75,702
shares
|
$7.47 Million
1.72% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
75,537
shares
|
$7.45 Million
0.24% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
75,526
shares
|
$7.45 Million
1.18% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
74,791
shares
|
$7.38 Million
0.65% of portfolio
|
Q1 2025
Added 141.6%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
74,780
shares
|
$7.38 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
74,565
shares
|
$7.36 Million
1.08% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
74,452
shares
|
$7.35 Million
7.78% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
74,348
shares
|
$7.34 Million
3.71% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
74,194
shares
|
$7.32 Million
1.82% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
73,734
shares
|
$7.27 Million
0.24% of portfolio
|
Q1 2025
Added 99.06%
|