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 2,171 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 |
|---|---|---|---|---|---|
|
Toews Corp
|
May 09, 2025 Q1 2025 |
62,213
shares
|
$6.14 Million
2.75% of portfolio
|
Q1 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
62,135
shares
|
$6.13 Million
1.55% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
62,038
shares
|
$6.12 Million
3.38% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
61,526
shares
|
$6.07 Million
1.16% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
61,442
shares
|
$6.06 Million
4.79% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
61,221
shares
|
$6.04 Million
0.23% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
60,970
shares
|
$6.02 Million
0.59% of portfolio
|
Q1 2025
Added 46.45%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
60,957
shares
|
$6.01 Million
4.84% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
60,880
shares
|
$6.01 Million
0.39% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
60,717
shares
|
$5.99 Million
2.13% of portfolio
|
Q1 2024
Added 10.7%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
60,696
shares
|
$5.99 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
60,696
shares
|
$5.99 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
60,429
shares
|
$5.96 Million
0.1% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
60,370
shares
|
$5.96 Million
0.16% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
60,250
shares
|
$5.94 Million
6.44% of portfolio
|
Q1 2025
Added 922.57%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
59,828
shares
|
$5.9 Million
1.34% of portfolio
|
Q1 2025
Added 124.55%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
59,044
shares
|
$5.83 Million
4.39% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
58,534
shares
|
$5.77 Million
0.47% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
58,240
shares
|
$5.75 Million
4.78% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
57,927
shares
|
$5.72 Million
1.15% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
57,660
shares
|
$5.69 Million
1.43% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
57,431
shares
|
$5.67 Million
3.99% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
57,271
shares
|
$5.65 Million
0.19% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
56,718
shares
|
$5.6 Million
3.47% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
56,394
shares
|
$5.56 Million
3.39% of portfolio
|
Q1 2025
Added 22.69%
|