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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
26,955
shares
|
$2.66 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
26,952
shares
|
$2.66 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
26,947
shares
|
$2.66 Million
0.31% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
26,882
shares
|
$2.65 Million
2.6% of portfolio
|
Q1 2025
Added 65.49%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,877
shares
|
$2.65 Million
1.36% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
26,835
shares
|
$2.65 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
26,582
shares
|
$2.62 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
|
$2.61 Million
0.75% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
26,308
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
26,234
shares
|
$2.59 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
26,015
shares
|
$2.57 Million
0.22% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
26,004
shares
|
$2.57 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
25,959
shares
|
$2.56 Million
1.47% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
25,923
shares
|
$2.56 Million
0.56% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
25,819
shares
|
$2.55 Million
2.57% of portfolio
|
Q4 2023
Reduced 35.86%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
25,697
shares
|
$2.54 Million
2.34% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
25,682
shares
|
$2.53 Million
0.49% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
25,655
shares
|
$2.53 Million
0.94% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
25,618
shares
|
$2.53 Million
0.23% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
25,459
shares
|
$2.51 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
25,330
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
25,215
shares
|
$2.49 Million
0.07% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
25,194
shares
|
$2.49 Million
1.0% of portfolio
|
Q2 2022
Reduced 5.54%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
25,085
shares
|
$2.47 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
24,994
shares
|
$2.47 Million
0.8% of portfolio
|
Q1 2025
Added 3.28%
|