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 |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
56,298
shares
|
$5.66 Million
2.93% of portfolio
|
Q2 2025
Reduced 35.07%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
56,280
shares
|
$5.66 Million
1.8% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
56,217
shares
|
$5.65 Million
0.71% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
56,104
shares
|
$5.64 Million
1.07% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
56,091
shares
|
$5.64 Million
1.51% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
56,050
shares
|
$5.64 Million
3.9% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
55,059
shares
|
$5.54 Million
1.03% of portfolio
|
Q2 2025
Added 44.62%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
54,633
shares
|
$5.49 Million
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,243
shares
|
$5.45 Million
0.25% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
54,072
shares
|
$5.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
54,068
shares
|
$5.44 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
53,658
shares
|
$5.39 Million
0.42% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
52,662
shares
|
$5.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
52,634
shares
|
$5.29 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
52,341
shares
|
$5.26 Million
4.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
52,230
shares
|
$5.25 Million
0.46% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
52,214
shares
|
$5.25 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
51,916
shares
|
$5.22 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
51,805
shares
|
$5.21 Million
0.63% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
51,704
shares
|
$5.2 Million
1.4% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
51,567
shares
|
$5.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
51,559
shares
|
$5.18 Million
0.6% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
51,464
shares
|
$5.17 Million
2.19% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
51,342
shares
|
$5.16 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
51,281
shares
|
$5.16 Million
0.25% of portfolio
|
Q2 2025
New holding
|