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 |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
16,597
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.66%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
16,547
shares
|
$1.66 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
16,491
shares
|
$1.66 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
16,479
shares
|
$1.66 Million
0.65% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
16,427
shares
|
$1.65 Million
0.99% of portfolio
|
Q2 2025
Reduced 80.38%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
16,421
shares
|
$1.65 Million
0.42% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
16,303
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
16,273
shares
|
$1.64 Million
2.14% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,091
shares
|
$1.62 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
16,058
shares
|
$1.61 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
16,054
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
16,042
shares
|
$1.61 Million
0.44% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dow Chemical CO
Midland, MI |
Aug 13, 2025 Q2 2025 |
15,912
shares
|
$1.6 Million
0.66% of portfolio
|
Q1 2022
Reduced 89.34%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
15,854
shares
|
$1.59 Million
0.32% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
15,832
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
15,709
shares
|
$1.58 Million
8.95% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
15,681
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
15,604
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
Added 728.24%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,559
shares
|
$1.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
15,523
shares
|
$1.56 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
15,497
shares
|
$1.56 Million
0.47% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,474
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
15,391
shares
|
$1.55 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
15,383
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
15,342
shares
|
$1.54 Million
0.32% of portfolio
|
Q2 2025
Added 2.75%
|