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 |
|---|---|---|---|---|---|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
20,904
shares
|
$2.1 Million
0.37% of portfolio
|
Q3 2019
Added 137.9%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
20,782
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
20,694
shares
|
$2.08 Million
0.36% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
20,601
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
20,597
shares
|
$2.07 Million
0.65% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,517
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
20,296
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
20,289
shares
|
$2.04 Million
0.65% of portfolio
|
Q2 2025
Reduced 72.78%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,132
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
19,997
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
19,945
shares
|
$2.01 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,882
shares
|
$2 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
19,753
shares
|
$1.99 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
19,654
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
19,609
shares
|
$1.97 Million
0.56% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
19,601
shares
|
$1.97 Million
0.36% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,499
shares
|
$1.96 Million
0.27% of portfolio
|
Q2 2025
Added 70.73%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
19,401
shares
|
$1.95 Million
0.72% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
19,390
shares
|
$1.95 Million
0.31% of portfolio
|
Q2 2025
Added 637.54%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
19,370
shares
|
$1.95 Million
0.62% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
19,308
shares
|
$1.94 Million
0.91% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
19,278
shares
|
$1.94 Million
0.6% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
19,246
shares
|
$1.93 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
19,242
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 187.84%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
19,189
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
New holding
|