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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
19,143
shares
|
$1.92 Million
0.58% of portfolio
|
Q1 2023
Added 20.71%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,120
shares
|
$1.92 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
19,046
shares
|
$1.91 Million
0.6% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
19,012
shares
|
$1.91 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,899
shares
|
$1.9 Million
0.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
18,893
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 94.97%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
18,844
shares
|
$1.89 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,733
shares
|
$1.88 Million
0.42% of portfolio
|
Q2 2025
Reduced 69.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,700
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 28.92%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
18,630
shares
|
$1.87 Million
1.14% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
18,624
shares
|
$1.87 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
18,596
shares
|
$1.87 Million
0.29% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,583
shares
|
$1.87 Million
0.34% of portfolio
|
Q1 2024
Added 89.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
18,534
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
18,492
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 39.42%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
18,424
shares
|
$1.85 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
18,389
shares
|
$1.85 Million
0.74% of portfolio
|
Q2 2025
Added 63.37%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
18,385
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
18,328
shares
|
$1.84 Million
0.4% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
18,312
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
18,225
shares
|
$1.83 Million
0.35% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
18,139
shares
|
$1.82 Million
0.46% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
18,123
shares
|
$1.82 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
18,094
shares
|
$1.82 Million
0.21% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,950
shares
|
$1.8 Million
0.41% of portfolio
|
Q2 2025
Added 201.99%
|