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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,001,439
shares
|
$201 Million
1.39% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
1,972,835
shares
|
$198 Million
11.25% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,920,386
shares
|
$193 Million
0.25% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
1,907,915
shares
|
$192 Million
23.92% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,797,043
shares
|
$181 Million
0.34% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,749,580
shares
|
$176 Million
4.27% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,706,856
shares
|
$172 Million
14.33% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,609,970
shares
|
$162 Million
0.63% of portfolio
|
Q2 2025
Added 144.58%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,596,618
shares
|
$161 Million
7.44% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,594,509
shares
|
$160 Million
3.0% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,543,357
shares
|
$155 Million
11.94% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,537,274
shares
|
$155 Million
2.47% of portfolio
|
Q2 2025
Added 390.78%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$154 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,459,869
shares
|
$147 Million
4.39% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,416,506
shares
|
$142 Million
3.18% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,413,455
shares
|
$142 Million
0.34% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
1,412,774
shares
|
$142 Million
0.2% of portfolio
|
Q2 2025
Added 7255.9%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$138 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,371,172
shares
|
$138 Million
0.39% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,334,404
shares
|
$134 Million
4.03% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,310,076
shares
|
$132 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,298,969
shares
|
$131 Million
8.76% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
1,288,686
shares
|
$130 Million
6.25% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,239,231
shares
|
$125 Million
0.37% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,237,908
shares
|
$124 Million
1.0% of portfolio
|
Q2 2025
Added 8.19%
|