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 |
|---|---|---|---|---|---|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
34,569
shares
|
$3.48 Million
6.6% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
34,308
shares
|
$3.45 Million
1.08% of portfolio
|
Q2 2025
Reduced 42.66%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
34,273
shares
|
$3.45 Million
2.69% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
33,826
shares
|
$3.4 Million
1.69% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
33,374
shares
|
$3.36 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
33,296
shares
|
$3.35 Million
2.74% of portfolio
|
Q2 2025
Added 426.75%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
33,296
shares
|
$3.35 Million
2.51% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
33,038
shares
|
$3.32 Million
1.58% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
32,944
shares
|
$3.31 Million
1.27% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
32,773
shares
|
$3.29 Million
0.33% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
32,660
shares
|
$3.28 Million
2.5% of portfolio
|
Q3 2023
Reduced 12.09%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
32,598
shares
|
$3.28 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
32,479
shares
|
$3.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
32,430
shares
|
$3.26 Million
0.25% of portfolio
|
Q3 2023
Reduced 30.54%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
32,426
shares
|
$3.26 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
32,348
shares
|
$3.25 Million
0.17% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
31,942
shares
|
$3.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
31,913
shares
|
$3.21 Million
0.52% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
31,825
shares
|
$3.2 Million
1.26% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
31,809
shares
|
$3.2 Million
2.94% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
31,514
shares
|
$3.17 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
31,294
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
31,048
shares
|
$3.12 Million
1.41% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
30,960
shares
|
$3.11 Million
0.59% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
30,922
shares
|
$3.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.08%
|