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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
26,042
shares
|
$2.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
26,004
shares
|
$2.61 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
25,959
shares
|
$2.61 Million
1.47% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
25,887
shares
|
$2.6 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
25,851
shares
|
$2.6 Million
1.76% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
25,849
shares
|
$2.6 Million
0.82% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
25,819
shares
|
$2.6 Million
4.27% of portfolio
|
Q4 2023
Reduced 35.86%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
25,805
shares
|
$2.59 Million
1.38% of portfolio
|
Q2 2025
Reduced 44.37%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
25,683
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
25,610
shares
|
$2.57 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
25,459
shares
|
$2.56 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
25,451
shares
|
$2.56 Million
0.31% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25,218
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
25,215
shares
|
$2.54 Million
0.07% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
25,194
shares
|
$2.53 Million
1.0% of portfolio
|
Q2 2022
Reduced 5.54%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
25,124
shares
|
$2.53 Million
0.76% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
25,088
shares
|
$2.52 Million
1.57% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
25,085
shares
|
$2.52 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
25,009
shares
|
$2.51 Million
1.99% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
24,959
shares
|
$2.51 Million
1.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
24,914
shares
|
$2.5 Million
0.63% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
24,907
shares
|
$2.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
24,792
shares
|
$2.49 Million
1.13% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
24,789
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2025
Added 72.41%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
24,694
shares
|
$2.48 Million
2.05% of portfolio
|
Q2 2025
Reduced 19.77%
|