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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15,419
shares
|
$1.52 Million
0.38% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
15,372
shares
|
$1.52 Million
0.29% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
15,342
shares
|
$1.51 Million
0.32% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
15,313
shares
|
$1.51 Million
0.76% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
15,243
shares
|
$1.5 Million
0.18% of portfolio
|
Q1 2025
Added 39.86%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
15,238
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,229
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Added 22.28%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
15,144
shares
|
$1.49 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
15,113
shares
|
$1.49 Million
0.19% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,064
shares
|
$1.49 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
15,039
shares
|
$1.48 Million
2.62% of portfolio
|
Q2 2022
Reduced 22.52%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
14,995
shares
|
$1.48 Million
0.31% of portfolio
|
Q2 2025
Reduced 52.49%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
14,968
shares
|
$1.48 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.47 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
14,829
shares
|
$1.46 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
14,819
shares
|
$1.46 Million
1.93% of portfolio
|
Q1 2025
Reduced 46.99%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
14,691
shares
|
$1.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
14,654
shares
|
$1.45 Million
0.11% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.44 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
14,540
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
14,537
shares
|
$1.43 Million
0.18% of portfolio
|
Q1 2025
Added 44.69%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
14,481
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
14,475
shares
|
$1.43 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
14,473
shares
|
$1.43 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
14,455
shares
|
$1.43 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.9%
|