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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,027
shares
|
$2.32 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
22,867
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
22,804
shares
|
$2.29 Million
1.51% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
22,758
shares
|
$2.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.73%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
22,551
shares
|
$2.27 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
22,442
shares
|
$2.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
22,398
shares
|
$2.25 Million
1.62% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
22,357
shares
|
$2.25 Million
0.42% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
22,260
shares
|
$2.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 32.8%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
22,213
shares
|
$2.23 Million
0.59% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
22,209
shares
|
$2.23 Million
0.49% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
22,015
shares
|
$2.21 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
21,978
shares
|
$2.21 Million
0.64% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
21,974
shares
|
$2.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,963
shares
|
$2.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
21,807
shares
|
$2.19 Million
0.4% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
21,724
shares
|
$2.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
21,524
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
21,514
shares
|
$2.16 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
21,485
shares
|
$2.16 Million
0.57% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
21,446
shares
|
$2.16 Million
0.27% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
21,204
shares
|
$2.13 Million
0.29% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
21,107
shares
|
$2.12 Million
1.38% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
21,098
shares
|
$2.12 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
21,007
shares
|
$2.11 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.01%
|