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 |
|---|---|---|---|---|---|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
29,728
shares
|
$2.93 Million
0.53% of portfolio
|
Q1 2024
Reduced 31.48%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
29,463
shares
|
$2.91 Million
0.29% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
29,405
shares
|
$2.9 Million
0.86% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
29,320
shares
|
$2.89 Million
1.11% of portfolio
|
Q1 2025
Reduced 75.58%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
29,296
shares
|
$2.89 Million
1.46% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
29,121
shares
|
$2.87 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
29,102
shares
|
$2.87 Million
0.93% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
29,087
shares
|
$2.87 Million
0.85% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
29,053
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.38%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
29,046
shares
|
$2.87 Million
0.6% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
28,904
shares
|
$2.85 Million
0.18% of portfolio
|
Q1 2025
Reduced 69.29%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
28,848
shares
|
$2.85 Million
1.56% of portfolio
|
Q2 2025
Added 114.74%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
28,803
shares
|
$2.84 Million
0.37% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
28,560
shares
|
$2.82 Million
0.63% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
28,444
shares
|
$2.81 Million
1.35% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
28,313
shares
|
$2.79 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
27,936
shares
|
$2.76 Million
0.36% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
27,921
shares
|
$2.75 Million
1.44% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
27,748
shares
|
$2.74 Million
2.48% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
27,300
shares
|
$2.69 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
27,259
shares
|
$2.69 Million
0.65% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
27,241
shares
|
$2.69 Million
0.39% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
27,027
shares
|
$2.67 Million
0.5% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
26,976
shares
|
$2.66 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
26,969
shares
|
$2.66 Million
0.83% of portfolio
|
Q1 2025
Added 20.57%
|