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 |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
44,298
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
44,182
shares
|
$4.36 Million
0.42% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
44,009
shares
|
$4.34 Million
0.27% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
43,998
shares
|
$4.34 Million
0.32% of portfolio
|
Q1 2025
Added 261.2%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
43,882
shares
|
$4.33 Million
0.41% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
43,805
shares
|
$4.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,659
shares
|
$4.31 Million
1.1% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
43,651
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
43,628
shares
|
$4.3 Million
1.78% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
43,600
shares
|
$4.3 Million
0.06% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
43,540
shares
|
$4.3 Million
2.23% of portfolio
|
Q4 2022
Added 20.18%
|
|
|
F
|
May 14, 2025 Q1 2025 |
43,322
shares
|
$4.27 Million
0.21% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
43,114
shares
|
$4.25 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
43,112
shares
|
$4.25 Million
0.03% of portfolio
|
Q1 2025
Added 157.14%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
43,087
shares
|
$4.25 Million
3.08% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
42,872
shares
|
$4.23 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
42,728
shares
|
$4.22 Million
2.8% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
42,662
shares
|
$4.21 Million
0.79% of portfolio
|
Q1 2025
Reduced 37.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.21 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
42,605
shares
|
$4.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
42,506
shares
|
$4.19 Million
0.11% of portfolio
|
Q2 2025
Added 74.06%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
42,365
shares
|
$4.18 Million
1.52% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.18 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
41,524
shares
|
$4.1 Million
2.96% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
41,450
shares
|
$4.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 43.65%
|