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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
66,900
shares
|
$6.6 Million
4.56% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
66,467
shares
|
$6.56 Million
4.27% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
66,240
shares
|
$6.54 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
66,227
shares
|
$6.53 Million
15.7% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
66,035
shares
|
$6.52 Million
1.35% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
65,999
shares
|
$6.51 Million
4.68% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
65,891
shares
|
$6.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
65,720
shares
|
$6.48 Million
2.41% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
65,690
shares
|
$6.48 Million
6.94% of portfolio
|
Q3 2023
Reduced 21.52%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
65,267
shares
|
$6.44 Million
0.67% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
64,836
shares
|
$6.4 Million
0.53% of portfolio
|
Q1 2025
Added 1774.41%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
64,746
shares
|
$6.39 Million
6.16% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Sovereign Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
64,524
shares
|
$6.37 Million
2.15% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
64,450
shares
|
$6.36 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
64,000
shares
|
$6.31 Million
0.32% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
63,918
shares
|
$6.31 Million
6.14% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
63,871
shares
|
$6.3 Million
2.77% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
63,651
shares
|
$6.28 Million
0.22% of portfolio
|
Q1 2025
Reduced 21.18%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
63,046
shares
|
$6.22 Million
1.37% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
63,024
shares
|
$6.22 Million
6.2% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
62,934
shares
|
$6.21 Million
0.66% of portfolio
|
Q1 2025
Reduced 46.26%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
62,810
shares
|
$6.2 Million
4.99% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
62,542
shares
|
$6.17 Million
6.19% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
62,216
shares
|
$6.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.47%
|
|
|
Toews Corp
|
May 09, 2025 Q1 2025 |
62,213
shares
|
$6.14 Million
2.75% of portfolio
|
Q1 2025
New holding
|