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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,659
shares
|
$4.39 Million
1.1% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
43,651
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
43,540
shares
|
$4.38 Million
2.23% of portfolio
|
Q4 2022
Added 20.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
43,418
shares
|
$4.37 Million
0.32% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
43,322
shares
|
$4.36 Million
0.19% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
43,303
shares
|
$4.35 Million
0.84% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
43,231
shares
|
$4.35 Million
2.11% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
42,906
shares
|
$4.31 Million
2.85% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
42,838
shares
|
$4.31 Million
2.1% of portfolio
|
Q2 2025
Added 134.88%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
42,838
shares
|
$4.31 Million
2.1% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.29 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
42,506
shares
|
$4.27 Million
0.11% of portfolio
|
Q2 2025
Added 74.06%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
42,426
shares
|
$4.27 Million
2.77% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
42,366
shares
|
$4.26 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.25 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
42,091
shares
|
$4.23 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
42,073
shares
|
$4.23 Million
1.09% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
42,030
shares
|
$4.23 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
42,010
shares
|
$4.22 Million
0.18% of portfolio
|
Q2 2025
Reduced 35.21%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
41,996
shares
|
$4.22 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
41,984
shares
|
$4.22 Million
3.4% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
41,816
shares
|
$4.2 Million
0.66% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
41,810
shares
|
$4.2 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
40,918
shares
|
$4.11 Million
3.37% of portfolio
|
Q1 2025
Reduced 83.61%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
40,885
shares
|
$4.11 Million
2.03% of portfolio
|
Q2 2025
Reduced 23.85%
|