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 |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
51,104
shares
|
$5.14 Million
1.97% of portfolio
|
Q2 2025
Reduced 56.65%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
50,821
shares
|
$5.11 Million
1.23% of portfolio
|
Q4 2023
Reduced 87.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
50,728
shares
|
$5.1 Million
0.09% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,491
shares
|
$5.08 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.55%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
50,366
shares
|
$5.06 Million
1.11% of portfolio
|
Q2 2025
Reduced 40.15%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
50,181
shares
|
$5.05 Million
1.63% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
50,027
shares
|
$5.03 Million
0.59% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
49,788
shares
|
$5.01 Million
0.14% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
49,758
shares
|
$5 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
49,751
shares
|
$5 Million
0.27% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,363
shares
|
$4.96 Million
4.84% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
49,273
shares
|
$4.95 Million
1.28% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
49,215
shares
|
$4.95 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
49,119
shares
|
$4.94 Million
0.03% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
49,113
shares
|
$4.94 Million
1.56% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
49,091
shares
|
$4.94 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
48,978
shares
|
$4.92 Million
1.87% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,830
shares
|
$4.91 Million
0.41% of portfolio
|
Q4 2023
Added 21.88%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
48,700
shares
|
$4.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 50.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
48,601
shares
|
$4.89 Million
0.41% of portfolio
|
Q2 2025
Reduced 71.7%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
48,152
shares
|
$4.84 Million
1.77% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
47,887
shares
|
$4.81 Million
3.22% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
47,795
shares
|
$4.81 Million
0.58% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,397
shares
|
$4.77 Million
2.05% of portfolio
|
Q1 2024
Added 39.93%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
47,381
shares
|
$4.76 Million
0.03% of portfolio
|
Q2 2025
Added 9.9%
|