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 |
|---|---|---|---|---|---|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
66,944
shares
|
$6.73 Million
7.59% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
66,487
shares
|
$6.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
66,227
shares
|
$6.66 Million
15.7% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
65,959
shares
|
$6.63 Million
1.91% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Toews Corp
|
Jul 28, 2025 Q2 2025 |
65,824
shares
|
$6.62 Million
0.96% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
65,824
shares
|
$6.62 Million
4.43% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
65,690
shares
|
$6.6 Million
6.94% of portfolio
|
Q3 2023
Reduced 21.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
65,354
shares
|
$6.57 Million
0.3% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
65,301
shares
|
$6.57 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
65,043
shares
|
$6.54 Million
4.67% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
64,855
shares
|
$6.52 Million
0.57% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
64,450
shares
|
$6.48 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
64,266
shares
|
$6.46 Million
4.03% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
64,063
shares
|
$6.44 Million
0.3% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
63,572
shares
|
$6.39 Million
0.89% of portfolio
|
Q2 2025
Added 49.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
63,250
shares
|
$6.36 Million
0.16% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
62,703
shares
|
$6.3 Million
0.55% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
62,659
shares
|
$6.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
62,631
shares
|
$6.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
62,242
shares
|
$6.26 Million
3.43% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
61,785
shares
|
$6.21 Million
4.02% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
61,780
shares
|
$6.21 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
61,602
shares
|
$6.19 Million
4.86% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
61,526
shares
|
$6.19 Million
1.16% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
61,393
shares
|
$6.17 Million
0.18% of portfolio
|
Q2 2025
Added 16.86%
|