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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
48,369
shares
|
$4.77 Million
0.3% of portfolio
|
Q1 2025
Added 60.93%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
48,124
shares
|
$4.75 Million
0.09% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
47,795
shares
|
$4.72 Million
0.64% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
47,502
shares
|
$4.69 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,397
shares
|
$4.68 Million
2.05% of portfolio
|
Q1 2024
Added 39.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
47,222
shares
|
$4.66 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
47,176
shares
|
$4.65 Million
1.85% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
47,068
shares
|
$4.64 Million
5.29% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
46,622
shares
|
$4.6 Million
4.39% of portfolio
|
Q4 2022
Reduced 13.8%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
46,391
shares
|
$4.58 Million
2.64% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
46,375
shares
|
$4.58 Million
0.51% of portfolio
|
Q1 2025
Added 45.07%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
46,327
shares
|
$4.57 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
46,249
shares
|
$4.56 Million
0.22% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
46,247
shares
|
$4.56 Million
0.27% of portfolio
|
Q1 2025
Added 354.47%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
46,070
shares
|
$4.55 Million
0.44% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
45,965
shares
|
$4.53 Million
3.72% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,731
shares
|
$4.51 Million
1.43% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,577
shares
|
$4.5 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
45,242
shares
|
$4.46 Million
3.44% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
45,188
shares
|
$4.46 Million
1.75% of portfolio
|
Q1 2025
Added 41.41%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
45,005
shares
|
$4.44 Million
1.48% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,992
shares
|
$4.44 Million
1.85% of portfolio
|
Q3 2023
Reduced 26.25%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
44,887
shares
|
$4.43 Million
0.36% of portfolio
|
Q3 2022
Reduced 15.72%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
44,819
shares
|
$4.42 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
44,694
shares
|
$4.41 Million
0.17% of portfolio
|
Q1 2025
Reduced 57.62%
|