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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
16,491
shares
|
$1.63 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
May 14, 2025 Q1 2025 |
16,461
shares
|
$1.62 Million
9.33% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,433
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
Added 222.6%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
16,429
shares
|
$1.62 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
16,427
shares
|
$1.62 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
|
$1.62 Million
0.42% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
16,303
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
16,196
shares
|
$1.6 Million
0.55% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,091
shares
|
$1.59 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
16,077
shares
|
$1.59 Million
1.2% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
16,054
shares
|
$1.58 Million
0.28% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
16,013
shares
|
$1.58 Million
0.49% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
15,929
shares
|
$1.57 Million
0.88% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
15,921
shares
|
$1.57 Million
0.67% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Dow Chemical CO
Midland, MI |
May 14, 2025 Q1 2025 |
15,912
shares
|
$1.57 Million
0.23% of portfolio
|
Q1 2022
Reduced 89.34%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
15,898
shares
|
$1.57 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
15,858
shares
|
$1.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
15,854
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
15,703
shares
|
$1.55 Million
0.43% of portfolio
|
Q1 2025
Reduced 71.68%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
15,681
shares
|
$1.55 Million
0.47% of portfolio
|
Q3 2024
Added 233.85%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
15,681
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
15,604
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Added 728.24%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
15,582
shares
|
$1.54 Million
0.63% of portfolio
|
Q1 2025
Reduced 64.82%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,559
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
15,497
shares
|
$1.53 Million
0.47% of portfolio
|
Q2 2025
Added 22.07%
|