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 1.26 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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
19,304
shares
|
$1.9 Million
0.28% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
19,278
shares
|
$1.9 Million
0.6% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
19,246
shares
|
$1.9 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
19,206
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Added 305.36%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
19,144
shares
|
$1.89 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
19,143
shares
|
$1.89 Million
0.58% of portfolio
|
Q1 2023
Added 20.71%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
19,122
shares
|
$1.89 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,120
shares
|
$1.89 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
19,066
shares
|
$1.88 Million
0.21% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
19,029
shares
|
$1.88 Million
0.4% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
19,012
shares
|
$1.88 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
18,972
shares
|
$1.87 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,899
shares
|
$1.86 Million
0.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
18,869
shares
|
$1.86 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
18,856
shares
|
$1.86 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
18,844
shares
|
$1.86 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
18,818
shares
|
$1.86 Million
1.04% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,583
shares
|
$1.83 Million
0.34% of portfolio
|
Q1 2024
Added 89.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
18,534
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
18,424
shares
|
$1.82 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
18,389
shares
|
$1.81 Million
0.74% of portfolio
|
Q2 2025
Added 63.37%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
18,238
shares
|
$1.8 Million
0.51% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
18,133
shares
|
$1.79 Million
0.94% of portfolio
|
Q1 2024
Reduced 44.96%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
18,106
shares
|
$1.79 Million
0.33% of portfolio
|
Q1 2025
Reduced 38.59%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
18,030
shares
|
$1.78 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.17%
|