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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
47,258
shares
|
$4.75 Million
0.63% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
47,222
shares
|
$4.75 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
47,176
shares
|
$4.74 Million
1.85% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
47,068
shares
|
$4.73 Million
5.29% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
47,035
shares
|
$4.73 Million
3.58% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
46,878
shares
|
$4.71 Million
0.99% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
46,622
shares
|
$4.69 Million
4.39% of portfolio
|
Q4 2022
Reduced 13.8%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
46,327
shares
|
$4.66 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
46,076
shares
|
$4.63 Million
1.7% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
45,950
shares
|
$4.62 Million
1.72% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
45,874
shares
|
$4.61 Million
0.18% of portfolio
|
Q2 2025
Added 46.6%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
45,793
shares
|
$4.6 Million
0.47% of portfolio
|
Q2 2025
Added 36.16%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,731
shares
|
$4.6 Million
1.43% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
45,388
shares
|
$4.56 Million
0.45% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
45,215
shares
|
$4.55 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
45,125
shares
|
$4.54 Million
3.05% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,992
shares
|
$4.52 Million
1.85% of portfolio
|
Q3 2023
Reduced 26.25%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
44,887
shares
|
$4.51 Million
0.36% of portfolio
|
Q3 2022
Reduced 15.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
44,768
shares
|
$4.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
44,298
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
44,127
shares
|
$4.44 Million
0.29% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
44,045
shares
|
$4.43 Million
1.15% of portfolio
|
Q2 2025
Added 4371.57%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
43,800
shares
|
$4.4 Million
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
43,764
shares
|
$4.4 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
43,669
shares
|
$4.39 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.16%
|