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 |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
40,918
shares
|
$4.04 Million
3.37% of portfolio
|
Q1 2025
Reduced 83.61%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
40,848
shares
|
$4.03 Million
0.57% of portfolio
|
Q3 2023
Reduced 19.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
40,842
shares
|
$4.03 Million
0.34% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
40,736
shares
|
$4.02 Million
3.57% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
40,516
shares
|
$4 Million
2.18% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
39,826
shares
|
$3.93 Million
2.26% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
39,786
shares
|
$3.93 Million
0.72% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
39,518
shares
|
$3.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
39,492
shares
|
$3.9 Million
1.08% of portfolio
|
Q1 2025
Added 744.57%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
39,434
shares
|
$3.89 Million
2.16% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
39,324
shares
|
$3.88 Million
2.79% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
39,091
shares
|
$3.86 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
39,041
shares
|
$3.85 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
38,907
shares
|
$3.84 Million
0.56% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
38,596
shares
|
$3.81 Million
0.28% of portfolio
|
Q1 2025
Added 735.41%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.78 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
38,150
shares
|
$3.76 Million
0.36% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
38,071
shares
|
$3.76 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
38,052
shares
|
$3.75 Million
1.47% of portfolio
|
Q2 2025
Added 68.29%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
37,866
shares
|
$3.74 Million
1.0% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
37,864
shares
|
$3.74 Million
2.77% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
37,862
shares
|
$3.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,798
shares
|
$3.73 Million
0.12% of portfolio
|
Q4 2024
Reduced 58.09%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
37,699
shares
|
$3.72 Million
2.2% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
37,633
shares
|
$3.71 Million
2.51% of portfolio
|
Q2 2025
Added 1.26%
|