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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
20,906
shares
|
$2.06 Million
0.81% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
20,904
shares
|
$2.06 Million
0.39% of portfolio
|
Q3 2019
Added 137.9%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
20,893
shares
|
$2.06 Million
0.1% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
20,721
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
20,694
shares
|
$2.04 Million
0.36% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
20,635
shares
|
$2.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
20,601
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
20,569
shares
|
$2.03 Million
0.56% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,517
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
20,404
shares
|
$2.01 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
20,383
shares
|
$2.01 Million
0.69% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
20,289
shares
|
$2 Million
0.65% of portfolio
|
Q2 2025
Reduced 72.78%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
20,264
shares
|
$2 Million
0.73% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
20,182
shares
|
$1.99 Million
0.69% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
20,099
shares
|
$1.98 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
19,997
shares
|
$1.97 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,882
shares
|
$1.96 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
19,789
shares
|
$1.95 Million
2.18% of portfolio
|
Q1 2025
Reduced 60.86%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,781
shares
|
$1.95 Million
0.38% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
19,749
shares
|
$1.95 Million
0.17% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
19,654
shares
|
$1.94 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,545
shares
|
$1.93 Million
0.29% of portfolio
|
Q1 2025
Added 6046.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,499
shares
|
$1.92 Million
0.27% of portfolio
|
Q2 2025
Added 70.73%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
19,430
shares
|
$1.92 Million
1.33% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
19,401
shares
|
$1.91 Million
0.72% of portfolio
|
Q2 2025
Added 2.26%
|