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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
40,885
shares
|
$4.11 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
40,640
shares
|
$4.09 Million
6.73% of portfolio
|
Q2 2025
Added 1603.98%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
40,239
shares
|
$4.05 Million
0.64% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
40,166
shares
|
$4.04 Million
2.03% of portfolio
|
Q2 2025
Added 303.11%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
40,067
shares
|
$4.03 Million
3.29% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
39,835
shares
|
$4.01 Million
2.58% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
39,809
shares
|
$4 Million
0.5% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
39,614
shares
|
$3.98 Million
0.24% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
39,041
shares
|
$3.93 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
38,907
shares
|
$3.91 Million
0.56% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
38,682
shares
|
$3.89 Million
1.64% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
38,680
shares
|
$3.89 Million
0.53% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
38,368
shares
|
$3.86 Million
0.03% of portfolio
|
Q2 2025
Added 23.29%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.86 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
38,268
shares
|
$3.85 Million
0.68% of portfolio
|
Q2 2025
Added 63.95%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
38,052
shares
|
$3.83 Million
1.47% of portfolio
|
Q2 2025
Added 68.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
38,010
shares
|
$3.82 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
37,946
shares
|
$3.82 Million
0.55% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
37,929
shares
|
$3.81 Million
1.68% of portfolio
|
Q2 2025
Added 72.77%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
37,866
shares
|
$3.81 Million
1.0% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
37,846
shares
|
$3.81 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,828
shares
|
$3.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 76.19%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
37,784
shares
|
$3.8 Million
1.78% of portfolio
|
Q2 2025
Added 71.7%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
37,699
shares
|
$3.79 Million
2.2% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
37,633
shares
|
$3.78 Million
2.51% of portfolio
|
Q2 2025
Added 1.26%
|