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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
73,492
shares
|
$7.25 Million
2.44% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
73,422
shares
|
$7.24 Million
0.15% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
73,197
shares
|
$7.22 Million
1.48% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
72,992
shares
|
$7.2 Million
1.86% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
72,942
shares
|
$7.2 Million
4.92% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
72,736
shares
|
$7.18 Million
0.47% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
72,157
shares
|
$7.12 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
72,091
shares
|
$7.11 Million
0.21% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
72,003
shares
|
$7.1 Million
0.72% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
72,000
shares
|
$7.1 Million
0.27% of portfolio
|
Q4 2020
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
71,576
shares
|
$7.06 Million
0.58% of portfolio
|
Q1 2025
Added 73.94%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
71,402
shares
|
$7.04 Million
0.98% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
70,946
shares
|
$7 Million
2.75% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
70,726
shares
|
$6.98 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
70,497
shares
|
$6.96 Million
7.37% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
70,363
shares
|
$6.94 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
70,226
shares
|
$6.93 Million
1.84% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
69,090
shares
|
$6.82 Million
3.78% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
68,532
shares
|
$6.76 Million
5.06% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
68,053
shares
|
$6.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
67,990
shares
|
$6.71 Million
0.65% of portfolio
|
Q1 2025
Added 57.01%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
67,967
shares
|
$6.71 Million
0.39% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
67,836
shares
|
$6.69 Million
0.1% of portfolio
|
Q1 2025
Added 84.69%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
67,236
shares
|
$6.63 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
67,154
shares
|
$6.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.57%
|