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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
15,178
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
15,125
shares
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
15,106
shares
|
$1.52 Million
0.3% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
15,081
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,064
shares
|
$1.51 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
|
$1.51 Million
2.62% of portfolio
|
Q2 2022
Reduced 22.52%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
14,995
shares
|
$1.51 Million
0.31% of portfolio
|
Q2 2025
Reduced 52.49%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
14,994
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
14,968
shares
|
$1.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
14,886
shares
|
$1.5 Million
0.4% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.5 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
14,867
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2025
Added 50.46%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
14,829
shares
|
$1.49 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
14,782
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
14,698
shares
|
$1.48 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
14,663
shares
|
$1.47 Million
0.37% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.47 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
14,517
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Added 93.1%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
14,473
shares
|
$1.46 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
14,455
shares
|
$1.45 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
14,378
shares
|
$1.45 Million
0.52% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
14,354
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Reduced 73.83%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
14,257
shares
|
$1.43 Million
2.16% of portfolio
|
Q2 2025
Added 517.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
14,183
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|