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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
61,298
shares
|
$6.16 Million
2.91% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
61,158
shares
|
$6.15 Million
0.18% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
60,957
shares
|
$6.13 Million
4.84% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
60,717
shares
|
$6.1 Million
2.13% of portfolio
|
Q1 2024
Added 10.7%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
60,655
shares
|
$6.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 64.42%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
60,626
shares
|
$6.1 Million
1.39% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
60,559
shares
|
$6.09 Million
1.06% of portfolio
|
Q2 2025
Reduced 55.3%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
60,237
shares
|
$6.06 Million
5.63% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
59,747
shares
|
$6.01 Million
4.01% of portfolio
|
Q2 2025
Added 71.76%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
59,487
shares
|
$5.98 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
59,125
shares
|
$5.94 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
58,864
shares
|
$5.92 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
58,778
shares
|
$5.91 Million
1.29% of portfolio
|
Q2 2025
Added 84.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
58,730
shares
|
$5.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
58,712
shares
|
$5.9 Million
0.13% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
58,674
shares
|
$5.9 Million
1.02% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
57,961
shares
|
$5.83 Million
1.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
57,958
shares
|
$5.83 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
57,819
shares
|
$5.81 Million
0.31% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
57,741
shares
|
$5.81 Million
0.58% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
57,735
shares
|
$5.8 Million
0.32% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
57,660
shares
|
$5.8 Million
1.38% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
57,431
shares
|
$5.77 Million
3.99% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
57,075
shares
|
$5.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
56,718
shares
|
$5.7 Million
3.47% of portfolio
|
Q1 2024
Added 7.31%
|