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 1.27 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 |
|---|---|---|---|---|---|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
22,804
shares
|
$2.25 Million
1.51% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
22,693
shares
|
$2.24 Million
0.6% of portfolio
|
Q1 2025
Added 31.07%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
22,662
shares
|
$2.24 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
22,607
shares
|
$2.23 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
22,426
shares
|
$2.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
22,398
shares
|
$2.21 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
|
$2.21 Million
0.42% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
22,184
shares
|
$2.19 Million
0.52% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
22,087
shares
|
$2.18 Million
1.05% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
22,027
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2024
Added 38.04%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
22,006
shares
|
$2.17 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
21,978
shares
|
$2.17 Million
1.09% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
21,974
shares
|
$2.17 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,963
shares
|
$2.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
21,807
shares
|
$2.15 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
|
$2.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
21,723
shares
|
$2.14 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
21,693
shares
|
$2.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 52.68%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
21,689
shares
|
$2.14 Million
0.92% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
21,572
shares
|
$2.13 Million
0.55% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
21,416
shares
|
$2.11 Million
0.69% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
21,365
shares
|
$2.11 Million
0.29% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
21,267
shares
|
$2.1 Million
0.28% of portfolio
|
Q4 2024
Added 65.37%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
21,107
shares
|
$2.08 Million
1.38% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
21,007
shares
|
$2.07 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.01%
|