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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
28,573
shares
|
$2.87 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
28,494
shares
|
$2.86 Million
2.07% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
28,444
shares
|
$2.86 Million
1.26% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
28,382
shares
|
$2.85 Million
0.3% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
28,170
shares
|
$2.83 Million
2.39% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
28,142
shares
|
$2.83 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,087
shares
|
$2.82 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
27,984
shares
|
$2.81 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
27,757
shares
|
$2.79 Million
1.41% of portfolio
|
Q2 2025
Added 74.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
27,739
shares
|
$2.79 Million
0.51% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
27,620
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
27,241
shares
|
$2.74 Million
0.39% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
27,217
shares
|
$2.74 Million
0.81% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
27,172
shares
|
$2.73 Million
0.48% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
27,027
shares
|
$2.72 Million
0.5% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
26,968
shares
|
$2.71 Million
1.25% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
26,952
shares
|
$2.71 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
26,925
shares
|
$2.71 Million
0.2% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,877
shares
|
$2.7 Million
1.36% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
26,754
shares
|
$2.69 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
26,689
shares
|
$2.68 Million
0.93% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
26,654
shares
|
$2.68 Million
0.87% of portfolio
|
Q2 2025
Reduced 49.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
26,582
shares
|
$2.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 36.09%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
26,414
shares
|
$2.66 Million
0.75% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
26,249
shares
|
$2.64 Million
0.1% of portfolio
|
Q2 2025
Reduced 29.58%
|