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 |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
72,000
shares
|
$7.24 Million
0.26% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
71,792
shares
|
$7.22 Million
1.83% of portfolio
|
Q2 2025
Reduced 23.19%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
71,774
shares
|
$7.22 Million
3.35% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
71,693
shares
|
$7.21 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
71,356
shares
|
$7.17 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
71,073
shares
|
$7.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
70,860
shares
|
$7.12 Million
4.06% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
70,759
shares
|
$7.11 Million
0.6% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
70,624
shares
|
$7.1 Million
1.98% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
70,497
shares
|
$7.09 Million
7.37% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
69,942
shares
|
$7.03 Million
2.23% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
69,920
shares
|
$7.03 Million
0.61% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
69,632
shares
|
$7 Million
4.67% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
69,090
shares
|
$6.95 Million
3.78% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
68,934
shares
|
$6.93 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
68,910
shares
|
$6.93 Million
1.15% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
68,804
shares
|
$6.92 Million
1.17% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
68,728
shares
|
$6.91 Million
0.25% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
68,318
shares
|
$6.87 Million
0.26% of portfolio
|
Q2 2025
Added 52.86%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
67,928
shares
|
$6.83 Million
3.92% of portfolio
|
Q2 2025
Added 90.13%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
67,907
shares
|
$6.83 Million
2.3% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Aug 14, 2025 Q2 2025 |
67,712
shares
|
$6.81 Million
7.28% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
67,620
shares
|
$6.8 Million
2.04% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
67,606
shares
|
$6.8 Million
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
67,322
shares
|
$6.77 Million
2.3% of portfolio
|
Q2 2025
Added 2.44%
|