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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
34,884
shares
|
$3.44 Million
0.5% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
34,873
shares
|
$3.44 Million
2.03% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
34,745
shares
|
$3.43 Million
1.27% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
34,670
shares
|
$3.42 Million
1.28% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
34,618
shares
|
$3.42 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
34,273
shares
|
$3.38 Million
2.69% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
34,025
shares
|
$3.36 Million
3.1% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
33,631
shares
|
$3.32 Million
0.38% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
33,501
shares
|
$3.31 Million
0.51% of portfolio
|
Q1 2025
Added 42.7%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
33,333
shares
|
$3.29 Million
0.08% of portfolio
|
Q1 2025
Added 93.15%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
33,123
shares
|
$3.27 Million
0.25% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
32,660
shares
|
$3.22 Million
2.5% of portfolio
|
Q3 2023
Reduced 12.09%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
32,598
shares
|
$3.22 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
32,588
shares
|
$3.22 Million
0.46% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
32,578
shares
|
$3.21 Million
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
32,430
shares
|
$3.2 Million
0.25% of portfolio
|
Q3 2023
Reduced 30.54%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
32,426
shares
|
$3.2 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
32,413
shares
|
$3.2 Million
1.53% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
32,399
shares
|
$3.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 37.36%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
32,176
shares
|
$3.17 Million
2.73% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
32,093
shares
|
$3.17 Million
6.7% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
31,995
shares
|
$3.16 Million
1.63% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
31,928
shares
|
$3.15 Million
0.79% of portfolio
|
Q1 2025
Added 25.34%
|