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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
14,378
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
14,261
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
14,257
shares
|
$1.41 Million
2.16% of portfolio
|
Q2 2025
Added 517.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
13,949
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
13,949
shares
|
$1.38 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.36 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
13,783
shares
|
$1.36 Million
0.3% of portfolio
|
Q1 2025
Added 30.99%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
13,626
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2025
Reduced 29.56%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
13,620
shares
|
$1.34 Million
0.66% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
13,560
shares
|
$1.34 Million
0.47% of portfolio
|
Q1 2025
Reduced 31.1%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,540
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
13,486
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,479
shares
|
$1.33 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
13,471
shares
|
$1.33 Million
0.54% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
13,431
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
13,378
shares
|
$1.32 Million
2.12% of portfolio
|
Q1 2025
Added 92.66%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
13,374
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
13,307
shares
|
$1.31 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
13,302
shares
|
$1.31 Million
0.61% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
13,272
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
13,175
shares
|
$1.3 Million
0.38% of portfolio
|
Q1 2025
Added 322.01%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
13,130
shares
|
$1.3 Million
0.93% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
13,104
shares
|
$1.29 Million
0.12% of portfolio
|
Q1 2025
Added 40.78%
|