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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,950
shares
|
$1.77 Million
0.41% of portfolio
|
Q2 2025
Added 201.99%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
17,936
shares
|
$1.77 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
17,935
shares
|
$1.77 Million
0.83% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
17,888
shares
|
$1.76 Million
0.05% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
17,879
shares
|
$1.76 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
17,871
shares
|
$1.76 Million
0.27% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
17,603
shares
|
$1.74 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,598
shares
|
$1.74 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
17,403
shares
|
$1.72 Million
0.78% of portfolio
|
Q1 2025
Added 227.99%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
17,359
shares
|
$1.71 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
17,309
shares
|
$1.71 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,201
shares
|
$1.7 Million
0.75% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
17,168
shares
|
$1.69 Million
0.92% of portfolio
|
Q4 2023
Added 23.22%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
17,000
shares
|
$1.68 Million
0.93% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
16,961
shares
|
$1.67 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
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
16,890
shares
|
$1.67 Million
0.57% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
16,841
shares
|
$1.66 Million
2.39% of portfolio
|
Q1 2025
Reduced 84.15%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
16,743
shares
|
$1.65 Million
0.17% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
16,701
shares
|
$1.65 Million
1.15% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
16,686
shares
|
$1.65 Million
0.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,677
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
16,670
shares
|
$1.64 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
16,597
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
16,586
shares
|
$1.64 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.28%
|