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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
37,377
shares
|
$3.76 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
37,110
shares
|
$3.73 Million
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
37,101
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
37,086
shares
|
$3.73 Million
0.55% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,925
shares
|
$3.71 Million
0.1% of portfolio
|
Q4 2023
Added 1102.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
36,738
shares
|
$3.69 Million
0.12% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
36,695
shares
|
$3.69 Million
1.25% of portfolio
|
Q1 2025
Added 177.19%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
36,593
shares
|
$3.68 Million
3.46% of portfolio
|
Q2 2023
Added 1.98%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
36,593
shares
|
$3.68 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
36,145
shares
|
$3.63 Million
0.42% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
36,125
shares
|
$3.63 Million
0.69% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
36,115
shares
|
$3.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
36,056
shares
|
$3.63 Million
0.33% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
36,032
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
35,905
shares
|
$3.61 Million
0.75% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
35,895
shares
|
$3.61 Million
1.23% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
35,718
shares
|
$3.59 Million
1.06% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
35,698
shares
|
$3.59 Million
1.02% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,406
shares
|
$3.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
35,320
shares
|
$3.55 Million
0.11% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
34,924
shares
|
$3.51 Million
0.36% of portfolio
|
Q2 2025
Added 236.1%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
34,897
shares
|
$3.51 Million
0.41% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
34,873
shares
|
$3.51 Million
2.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,852
shares
|
$3.5 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
34,745
shares
|
$3.49 Million
1.27% of portfolio
|
Q2 2025
Added 9.67%
|