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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
17,882
shares
|
$1.8 Million
0.37% of portfolio
|
Q2 2025
Added 33.14%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
17,871
shares
|
$1.8 Million
0.27% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
17,870
shares
|
$1.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
17,765
shares
|
$1.79 Million
0.16% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
17,547
shares
|
$1.76 Million
0.6% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
17,545
shares
|
$1.76 Million
0.62% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
17,497
shares
|
$1.76 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
17,351
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
17,306
shares
|
$1.74 Million
0.56% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
17,283
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
17,271
shares
|
$1.74 Million
2.01% of portfolio
|
Q2 2025
Added 240.92%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
17,268
shares
|
$1.74 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
17,255
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
17,217
shares
|
$1.73 Million
0.53% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,201
shares
|
$1.73 Million
0.75% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
17,193
shares
|
$1.73 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,183
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
17,168
shares
|
$1.73 Million
0.92% of portfolio
|
Q4 2023
Added 23.22%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
17,067
shares
|
$1.72 Million
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
16,961
shares
|
$1.71 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
16,926
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
16,917
shares
|
$1.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
16,841
shares
|
$1.69 Million
2.39% of portfolio
|
Q1 2025
Reduced 84.15%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
16,701
shares
|
$1.68 Million
1.15% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,628
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.8%
|