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 2,170 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 |
|---|---|---|---|---|---|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
24,959
shares
|
$2.46 Million
1.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
24,476
shares
|
$2.41 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
24,457
shares
|
$2.41 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,255
shares
|
$2.39 Million
2.14% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
24,236
shares
|
$2.39 Million
0.16% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,027
shares
|
$2.37 Million
0.19% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
24,013
shares
|
$2.37 Million
0.32% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
23,952
shares
|
$2.36 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
23,708
shares
|
$2.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
23,660
shares
|
$2.33 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
23,623
shares
|
$2.33 Million
0.87% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
23,599
shares
|
$2.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
23,531
shares
|
$2.32 Million
0.11% of portfolio
|
Q1 2025
Added 239.5%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$2.32 Million
19.67% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
23,460
shares
|
$2.31 Million
0.13% of portfolio
|
Q2 2025
Reduced 46.69%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
23,342
shares
|
$2.3 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
23,342
shares
|
$2.3 Million
2.32% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
23,341
shares
|
$2.3 Million
0.47% of portfolio
|
Q1 2025
Added 630.09%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
23,176
shares
|
$2.29 Million
0.75% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
23,133
shares
|
$2.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
23,074
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
23,062
shares
|
$2.28 Million
0.22% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
23,040
shares
|
$2.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,027
shares
|
$2.27 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
22,907
shares
|
$2.26 Million
0.2% of portfolio
|
Q1 2025
Added 0.6%
|