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 |
|---|---|---|---|---|---|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
24,505
shares
|
$2.46 Million
0.49% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
24,476
shares
|
$2.46 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
24,394
shares
|
$2.45 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,255
shares
|
$2.44 Million
2.14% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,027
shares
|
$2.42 Million
0.19% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
24,000
shares
|
$2.41 Million
0.19% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
23,962
shares
|
$2.41 Million
0.12% of portfolio
|
Q2 2025
Added 105.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,961
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2025
Added 57.34%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
23,943
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2025
Reduced 82.02%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
23,872
shares
|
$2.4 Million
0.11% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
23,779
shares
|
$2.39 Million
0.3% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,700
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
23,660
shares
|
$2.38 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
23,627
shares
|
$2.38 Million
2.15% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
23,599
shares
|
$2.37 Million
0.27% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$2.36 Million
19.67% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
23,508
shares
|
$2.36 Million
0.51% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
23,463
shares
|
$2.36 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
23,460
shares
|
$2.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 46.69%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
23,449
shares
|
$2.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
23,345
shares
|
$2.35 Million
2.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
23,253
shares
|
$2.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
23,176
shares
|
$2.33 Million
0.75% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
23,040
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
23,028
shares
|
$2.32 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.1%
|