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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
37,377
shares
|
$3.69 Million
0.31% of portfolio
|
Q4 2024
Added 338.7%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
37,377
shares
|
$3.69 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
37,355
shares
|
$3.69 Million
0.9% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
37,293
shares
|
$3.68 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
37,276
shares
|
$3.68 Million
0.23% of portfolio
|
Q1 2025
Added 356.42%
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
37,110
shares
|
$3.66 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,925
shares
|
$3.64 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
|
$3.62 Million
0.12% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
36,695
shares
|
$3.62 Million
1.25% of portfolio
|
Q1 2025
Added 177.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
36,680
shares
|
$3.62 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
36,593
shares
|
$3.61 Million
3.46% of portfolio
|
Q2 2023
Added 1.98%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
36,454
shares
|
$3.6 Million
0.24% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
36,145
shares
|
$3.57 Million
0.42% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
36,000
shares
|
$3.55 Million
0.23% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
35,839
shares
|
$3.54 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
35,727
shares
|
$3.52 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
35,590
shares
|
$3.51 Million
0.34% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
35,547
shares
|
$3.51 Million
1.22% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
35,432
shares
|
$3.5 Million
0.05% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
35,322
shares
|
$3.48 Million
0.8% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
35,320
shares
|
$3.48 Million
0.11% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
35,267
shares
|
$3.48 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
35,190
shares
|
$3.47 Million
1.34% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
35,153
shares
|
$3.47 Million
1.49% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
34,924
shares
|
$3.45 Million
0.36% of portfolio
|
Q2 2025
Added 236.1%
|